A MESSAGE FROM
WHO WE ARE & WHAT WE DO
Are you ready to unlock your full potential and take your real estate investing to the next level? At Elevation Equities, we understand that navigating the complex world of real estate can be daunting and time-consuming. That's why we're here to be your partner in success and take care of the complicated stuff for you.
Our team of experts, including our in-house CPA, will ensure that all compliance and tax-related tasks are handled efficiently and effectively, saving you precious time. You'll also have access to our investor portal, where you can track the performance of your investments and receive regular performance updates.
Suppose you're looking to take a more active role in your investments. In that case, we offer mentoring opportunities for new investors, where you can learn and receive resources to help you make informed decisions. Our team is always looking to open new conversations and create new learning opportunities for everyone involved.
When it's time to exit your investments, we have a clear plan to help you liquidate your position in the property, making the process smooth and easy. Trust Elevation Equities to be your partner in success and guide you on your journey to financial freedom.
WE DREAM OF BUILDING A BRIGHTER AND MORE EXCITING FUTURE, ONE PROPERTY AT A TIME
"Our passion for real estate and creating financial freedom for others is surpassed only by our willingness to be better each day."
MEET THE TEAM
FREQUENTLY ASKED QUESTIONS
Discover some of the answers to some of the common questions we receive. If something isn't covered, please feel free to reach out on our Contact Us page.
Do I have to be Accredited to invest?Yes, typically to invest in a multifamily syndication, an individual must be an accredited investor. This means that they must have a net worth of over $1 million, excluding their primary residence, or an annual income of over $200,000 for the past two years (or $300,000 if filing jointly with a spouse). This requirement is in place to ensure that the investment is suitable for individuals who have the financial means to bear the risks associated with this type of investment. It's also important to note, some properties may also accept non-accredited investors, but the terms and requirements may be different.
How transparent and communicative is your company when it comes to addressing investor concerns?Our company is highly transparent and communicative when it comes to addressing investor concerns. We provide accurate quarterly reporting on the performance of the investment, and are always available to answer any questions or concerns that investors may have. We believe in building trust and loyalty with our investors through open communication and transparency. You can customize the frequency of calls as well.
What is the minimum investment amount required to participate in your syndications?The minimum investment amount required to participate in our syndications varies depending on the specific offering. However, it typically ranges from $50,000 to $100,000.
How do you communicate with investors and keep them informed about their investment?We communicate with investors through regular email updates, calls and webinars. We also provide access to an online Investor Portal where investors can view real-time information about their investment, including performance reports, financial statements, and other relevant documents.
How do I track my investment and get paid?Investors can track their investments and receive payments through our online Investor Portal. Payments are typically made on a quarterly basis and are based on the cash flow generated by the property.
As a passive investor and Limited Partner, do I actually own the property?As a passive investor and Limited Partner, you do own a percentage of the property through your limited partnership interest. The way a property is set up through a syndication, your ownership is in the form of shares.
As an investor, do I have responsibilities?As a passive investor, your responsibilities are limited to providing capital to the investment and participating in regular investor calls and meetings. You are not responsible for the day-to-day management of the property. However, if you are interested in taking on a more active role in the management of the property, we can offer opportunities for you to do so.
How do I protect myself as an investor?We take steps to protect investors by thoroughly vetting all properties before offering them for investment, and by conducting regular property inspections to ensure that the properties are well-maintained and generating stable cash flow. Additionally, we provide regular and accurate reporting on the performance of the investment, and are always available to answer any questions or concerns that investors may have.
How do you handle tax planning and legal compliance for the properties you offer?We have a team of experts in tax planning and legal compliance that includes a CPA and an attorney that we work with throughout the process. We ensure that all properties meet all necessary regulations and minimize tax liability for investors. We provide access to all the necessary documents and reports for investors to review before investing and encourage them to run them by a professional of their choice to ensure that the investment aligns with their best interest.
Do you offer mentorship or guidance for new investors?Yes, we understand that investing in real estate can be a new experience for some investors. We offer mentorship for those who are new to investing and would like to take on roles of their own or who would simply like to get more involved in the real estate investing process. We provide guidance and support to help them understand the process, and equip them with the knowledge and tools to look for deals on their own in the future. In addition, we have educational resources available on our website that can help new investors understand the basics of real estate investing.
What is your exit strategy for the properties, and how can I liquidate my position in the property when I'm ready?Our properties have unique exit strategies and we work with investors to find the best solution when the time comes. Hold periods are typically between 3-7 years, and investors can liquidate through property sale, refinance or by selling shares. Timing and options vary depending on contract and property.While it is difficult to predict the exact timing and details of an exit strategy, we have a plan in place for each property. It is important to understand that in real estate investments, especially long-term holds, exit strategies can be fluid and may change depending on market conditions and other variables. We will keep our investors informed and work together to find the best solution for their investment goals when the time comes.