The entire account creation and investment process is completed online via the Wellings Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically. We will reach out to you after you register
There are many ways you can participate in this type of investment. You can invest with cash and through trusts, LLCs, and LPs. In addition, you can invest through self-directed IRA’s and self-directed 401(k)’s.
Please contact us if you need help selecting a self-directed IRA or 401k firm. We have worked with quite a few in the past.
Additionally, direct fractional ownership provides investors access to all of the tax advantages that are often unavailable to REIT Investors.
Accredited Investors are individual investors who either have a net worth of at least $1,000,000, excluding the value of one’s primary residence, or have earned income over each of the last two years of at least $200,000 and have the expectation to make the same amount in the current calendar year. If you don’t qualify under that standard, you can choose to combine your income with your spouse and the new threshold for qualification would be $300,000.
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.
It is also important we ensure we are a fit for one another. This type of investing is not appropriate for every investor. To determine if commercial real estate investing is right for you, please contact us.
- Quarterly cash flow distributions will often flow to you on a tax-deferred basis
- Proceeds from refinance events typically come to you with no immediate tax obligation
- 1031 or 721 Exchanges allow you to defer capital-gains taxes under certain circumstances
- The Step Up in Basis benefit reduces your heir’s tax obligation when they sell the inherited asset
This is not professional tax advice. Consult with your tax professional to better understand your individual tax situation.