FAQs

Real estate syndications are group investment opportunities. As a limited partner/passive investor in a real estate syndication, your capital is invested alongside other investors in a single commercial asset (i.e. a 100 unit apartment complex in Springfield, MA).

The best part about passively investing is you don’t have any other responsibilities – you get to leave the hard work to us! TR Capital Partners alongside other General Partners in the deal will actively manage the asset and execute the business plan.

These types of deals are unique and highly sought after. We spend a lot of time underwriting deals and submitting offers – but very few of them end up going to contract. We typically offer 1-4 investment opportunities per year to our investors.

Every deal is different in how quickly it “subscribes” and closes to investors – much of that depends on the market, returns, and the size of the capital raise.

On the aggressive side, we’ve seen deals fill up in a couple of weeks while others are available for 30-60 days.

Keep in mind these investment opportunities are being sent out to thousands of investors to evaluate, and there’s only space for 60-80 total investors on the average deal.

The quicker you can act in your evaluation and reach out to us with questions, the more likely you’ll be able to participate before it fills up.

As soon as we have a deal under contract, we’ll send you an email with high level details of why we love the deal, business plan objectives, and the potential returns.

You’ll be invited to participate in an investor webinar that’s typically a couple of weeks after we initially notify you of the deal. So be sure to block off time on your calendar and attend this live to ask questions.

Once the webinar is completed, we’ll email out a recording with the slide deck that includes all the business plan details and a link to review the documents in the investor portal.

If you love the deal and want to invest, you’ll complete the documents in the investor portal and wire your funds with the instructions provided. (And don’t worry, we’ll walk you through each step when it’s time and make it super simple!)

You can invest through cash (wired funds from your account), Self-Directed 401K or IRA, personally or through an entity like an LLC or Trust, and individual or joint registration with your spouse.

Due to SEC regulations and our unique partnership structure, we must have a pre-existing, substantive relationship with our investors before we’re able to send live investment opportunities.

Getting started is simple - simply fill out the investor form, and schedule a call with our team HERE.

We accept both accredited and sophisticated investors (see definitions below). You can also invest through your self-directed 401K, IRA, and QRP funds.

DEFINITIONS

Accredited Investor: Your individual income has been $200,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year. OR Your joint income with your spouse has been $300,000 or more in the past two years, and you have a reasonable expectation of reaching the same income level this year. OR Your individual net worth (or joint net worth with your spouse) exceeds $1,000,000, excluding your primary residence.

Sophisticated Investor: You have sufficient knowledge and experience in financial and business matters to make you capable of evaluating the merits and risks of the prospective investment.

Yes. As a multifamily investor, you can get the tax benefits of property ownership, including accelerated depreciation through cost segregation, which can help lower the taxable passive income you receive.

Cost segregation identifies costs that would typically be depreciated over 27.5 years and reclassifies them to permit a shorter, accelerated depreciation method. This segregation model leads to substantial tax savings for the investor versus the standard depreciation model.

Every year, you’ll receive a Schedule K-1 tax form for your tax filings. This form will report your income and losses for the investment.

There is an opportunity to apply the losses against your ordinary income if you are a real estate professional.

Absolutely! Investors are allowed to visit the property before investing and during the life of the project. If you provide sufficient notice, we will personally be there to show you around and answer any questions.