Our Services

DUE DILIGENCE

Real estate sponsors must be good stewards of client capital. Our team performs initial and ongoing due diligence on the sponsors' performance, operations, and organizational structure.

PORTFOLIO OVERSIGHT

We are the single point of contact for our sponsors. This makes having hundreds of equity investors as simple as having only one.

K-1 FACILITATION

A streamlined process to gather, review, and distribute thousands of K-1s to investors and their tax preparers.

INVESTOR REPORTING

Transparency is key. Our team works closely with sponsors to heighten the standard of investor reporting.

CASHIERING

A system centered on quality control that provides oversight, accurate investment funding, reconciliation of distributions, and other investment cashiering.

ON GOING RELATIONS

Regular meetings are held with sponsors to discuss investment updates, the current market, and prospective projects.

Due Diligence

We hold our due diligence process to the highest standards.  

SPONSORS

We believe working with the right sponsor is one of the most salient factors in real estate investing.

MARKETS

We perform a thorough market analysis for every investment, including demographic demand drivers and a site tour of every prospective property.

ASSETS

We analyze the investment financials, stress the underwriting assumptions, property conditions, and organizational documents to the benefit of the sponsor and its investors.

OUR PROCESS

How it works

After the real estate sponsor has been vetted we can then proceed with further due diligence to discuss potential investment opportunities.

VET

Initial sponsor and pre-investment due diligence processes.

FACILITATE

Cashiering, K-1 distribution, investor report distributions, and cloud organization.

MONITOR

Ongoing quarterly investment updates and annual sponsor due diligence updates.

Pricing Model

We charge for an Investor Relations fee paid by the operating entity for each real estate sponsor on our platform billed quarterly.

STANDARD

$60
PER INVESTOR PER QUARTER
Pre Sponsor Due Diligence
Pre Investment Due Diligence
Investor Communications
K1 - Tax Facilitation
On Going Sponsor Due Diligence
Cashiering Services
Reporting Services

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