Typical investment accounts are as individuals, joint accounts, tenancy in common, entity accounts (Trusts, Limited Liability Companies, Limited Partnerships, C Corporations, S Corporations) and individual retirement accounts (more info on IRA’s / 401k’s below).
Yes, you can invest through your IRA. If you currently have a self-directed IRA, please check with your current custodian to ensure that they will allow you to place your investment with MF Capital Partners. If you haven’t converted from a traditional IRA to a a self-directed IRA you’ll need to contact a custodian to help you with that. If you need a referral we can connect you with the group we use personally.
As a partner in the LLC that purchases the properties, you will receive a K-1. A K-1 is a tax form used by partnerships to provide investors with detailed information on their share of a partnership’s taxable income. Partnerships are generally not subject to federal or state income tax, but instead issue a K-1 to each investor to report his or her share of the partnership’s income, gains, losses, deductions and credits. The K-1s are provided to investors on an annual basis so that each investor can include K-1 amounts on his or her tax return.
An accredited investor, in the context of a natural person, includes anyone who:
In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:
In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.
A Sophisticated Investor doesn’t meet the requirements of an Accredited Investor but they have investor experience. This could mean the person believes they have sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.
No. We currently have investment opportunities that are open to accredited and sophisticated investors. You’ll need to register to view our current offerings.
Distributions are planned quarterly.
Investor funds are used for the total acquisition cost of the property. This includes but is not limited to the down payment for the actual purchase of the property, acquisition fees, legal and transaction costs, capital improvements, and reserves.
Absolutely! Investors are allowed to visit the property before investing and during the life of the project. If you give us a heads up we can make someone is there to show you around and answer any questions.
No information provided on this presentation shall constitute an offer to sell or a solicitation of an offer to make an investment in any securities or ownership interests
in "PROPERT CAPITAL FUND" This presentation does not constitute an offer to sell or buy any securities or ownership interest of the Opportunity (“Interests”). There
shall be no offer or sale of the Opportunity’s Interests without: Securities offered through the Opportunity are only suitable for accredited or sophisticated investors, who are familiar with and willing to accept the high risk associated with private investments. Investing in private placements requires high-risk tolerance, low-liquidity concerns and long-term commitments. Investors must be able to afford to lose their entire investment. Investors must carefully consider their investment objectives along with the risks, charges, expenses and other factors of any investment product prior to investing.
All information contained on this presentation (including this disclaimer language) is qualified in its entirety by and subject to the information contained in the
Offering Materials. As explained in detail in the Offering Materials, Interests in the Opportunity are not registered (nor is there any present intention to have them
registered) under the 1933 Act, or the securities laws of any states, and will only be offered and sold in reliance on exemptions from the registration requirements of
the 1933 Act and requisite state laws. The Interests in the Opportunity, once acquired, may not be transferred or resold except as permitted by the 1933 Act and
requisite state laws pursuant to registration or an exemption therefrom. Neither the Securities and Exchange Commission (the “SEC”) nor authorities passed upon or
endorsed the merits, accuracy or adequacy of the Offering Materials. Any representation to the contrary is unlawful.
No communication, through this presentation or in any other medium, should be construed as a recommendation for any security offering. This presentation
provides general and preliminary information about the Opportunity and is intended for initial reference purposes only. It is not a summary or compilation of all
applicable information and is not complete. It is subject in its entirety to the Offering Materials, which will only be provided to qualifying accredited or sophisticated
investors.
Neither the Opportunity nor any of its affiliates is a registered investment adviser or registered under the Investment Company Act of 1940.
Prospective investors should not construe the contents of this presentation as legal, tax, investment or other advice. Each prospective investor should make his or her
own inquiries and consult his or her own advisors as to the appropriateness and desirability of an investment in the Opportunity and as to legal, tax and related
matters concerning an investment in the Opportunity. All prospective investors are strongly advised to consult with their own tax, legal and financial advisors.
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