Frequently Asked Questions

Individual retirement accounts (additional information on IRAs and 401ks below) and entity accounts (trusts, limited liability companies, limited partnerships, C corporations, and S corporations) are examples of common investment accounts. 

You can invest using your IRA, of course.

Please confirm with your current custodian that they will permit you to put your investment with Conjoin Capital if you currently have a self-directed IRA.

You should get in touch with a custodian for assistance if you haven't changed your traditional IRA to a self-directed IRA.

We can put you in touch with the reference service we personally utilize if you require one. 

You will get a K-1 as a partner in the LLC that buys the properties. A K-1 is a tax form that partnerships use to give investors specific information about their portion of taxable income. Instead of issuing a K-1 to each investor to report his or her share of the partnership's income, gains, losses, deductions, and credits, partnerships typically do not have to pay federal or state income taxes. Investors receive K-1s annually so that they can each deduct K-1 amounts from their income on their tax returns. 

 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. 

An accredited investor, in the context of a natural person, includes anyone who:

• earned  income that exceeded $200,000 (or $300,000 together with a spouse) in  each of the prior two years, and reasonably expects the same for the  current year, OR
• has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

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:

• any  trust, with total assets in excess of $5 million, not formed to  specifically purchase the subject securities, whose purchase is directed  by a sophisticated person, OR
• any entity in which all of the equity owners are accredited investors.

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.

 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 sure someone is there to show you around and answer any questions.