Our Strategy

The firm’s focus is on acquiring apartments, rebranding and optimizing operations through our proven value-add strategy that we implement with each investment. With thorough market research, effective management and direct tenant marketing approach provides benefits to not only our investors but also has a long-lasting impact to the community. The effect for our investors is an asset that appreciates, while producing predictable returns as well as favorable tax benefits.

Analyze & Acquire

  • a. Detailed market studies that include valuation, equity, debt, possible risks, area demographics & population growth
  • b. Strict concentration on downside risk, conservative analysis & value-add potential
  • c. Once properly assessed investors are secured and the property is purchased

Optimize & Improve

Fix what’s broken physically & operationally. Aggressively implementing our proven approach to optimizing the asset with our disciplined practice.

Investor Returns & Benefits

  • a. Investors enjoy the benefits of a well-run & improved property that improves the community
  • b. A proven investment that has been proven to perform during any economic climate

Transparency

We have nothing to hide and don’t wait to display our fees with each investment opportunity. We are full transparency and upfront with investors.

  • Syndication Asset Management fees: 2%
  • Syndication Acquisition/Fund Onboarding fees: 2%
  • Miscellaneous fees: 0.5%
  • Miscellaneous fees account for accounting, ACH, & legal.

Investor On-Boarding Process

We understand that you have a lot going on in your life, so we simplified the process.
We make it convenient to your life and around your schedule with our white-glove onboarding system.

Step 1: Complete the Forms

Just a couple softball questions that take no time at all to answer.

  • Step 1: Complete the Forms

    • Step 2: Phone Screening

    Answering all investor questions with complete transparency.

  • Step 2: Phone Screening

    • Step 3: Approval Process

    Once approved you will be invited to the investor portal where the opportunities will be presented to you. We work with your financial team to confirm your accredited status.

  • Step 3: Approval Process

      • Investors Process

      Investors become partners once committed to an investment.
      How it works!
      • 1
        Invest

        Invest in an opportunity unique to your investment criteria in a variety of ways including QRP accounts, self-directed IRA’s or traditional cash investments

      • 2
        Collect

        Enjoy the benefits from the returns and capitalize on the tax benefits

      • 3
        Repeat

        Compound your investments by repeating the process and diversifying in multiple opportunities (some investors leverage this strategy & eventually replace their salary)

      Interested in investing?

      Enjoy the benefits of a well-run & improved property that improves the community

      INVEST NOW

      THE PASSIVE
      INVESTOR
      SHOW

      The Passive Investor Show airs twice a week where John Fortes interviews real estate experts about the fundamentals about passive investing. The show was designed to help working professionals understand that they don’t have to create another job to create another stream of income. We all understand real estate but not all of us want to be landlords, so we created the audio experience for the passive investor so they can understand the hands-off approach to investing in real estate.
      Our goal is to make sure all listeners have at least one instantly actionable idea they can implement right away, no matter where they are in their passive investing journey.
      ALL PODCASTS
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