We make it easy

STEP 1: Look through the website and start learning about Assisted Living.

STEP 2: Schedule a call and see if you qualify

STEP 3: Once qualified we will walk you through the details of the deal.

STEP 4: Once you are ready to go, we will send a e-sign for you to sign the legal documents. Once documents are signed and your investment approved, we'll provide you with the secure wire info for your investment.

STEP 5: Sit back and receive passive income

Not necessarily. If you have a pre-existing relationship with Brent or Sam you should be able to invest.

To be an accredited investor, a person OR entity (Trust, LLC, LP, Corp) MUST:

1. Person must have an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year. An individual must have earned income above the thresholds either alone or with a spouse over the last two years.

or

2. A person has a net worth exceeding $1 million, either individually or jointly with their spouse.

or

3. The SEC also considers a person to be an accredited investor if they are a general partner, executive officer, or director for the company that is issuing the unregistered securities.

or

4. An Entity, Trust, LLC is considered an accredited investor if it is a private business development company or an organization with assets exceeding $5 million. Also, if an entity consists of equity owners who are accredited investors, the entity itself is an accredited investor. However, an organization cannot be formed with the sole purpose of purchasing specific securities.

or

5. If a person can demonstrate sufficient education or job experience showing their professional knowledge of unregistered securities, they too can qualify to be considered an accredited investor.

Your returns are achieved via:

1. Preferred returns and free cash flow from operations. Distributed quarterly.

2. Capital events from a cash out refinance typically around year 2-4.

3. Profits from a sale. Typically between years 5-10.

Yes. As a Class A member has pro rata ownership of the investment. You will receive pass through tax benefits on your K-1 statement towards person income. We utilize cost segregation analysis on our investments to help accelerate the depreciation for our investors to help pass through offsets for your personal income taxes in year 1 and 2 of investment.

Investors receive a preferred return....typically 6-8%. Investors also receive free cash flow from operations, profit/proceeds from a refinance or sale of the property and tax income benefits from accelerated depreciation passed through to you via K1 statement on your personal tax returns.

Total combined returns are projected 15-20% annually for investors depending on the deal.

Returns come by way of:

1. Free Cash flow from operations.

2. Capital return from a refinance.

3. Profit and capital return from a sale.

4. Tax personal income benefits from accelerated depreciation

We as the general partner, take on the risk of signing on the loans, managing the property, managing day to day operations and the asset. Investors are shielded from the general partner liabilities to be able to collect mailbox money as they call it.

No. However, you do have the right to sell your shares and we typically have redemption rights at years 3, but it must go through partnership review and the partnership has the first right of refusal to buy your shares out at value. You should expect to have your investment for the duration. Keep in mind we work to refinance our projects in yrs 3-4 which typically produces a capital return event for the partners initial investment.