Can I invest with retirement funds?
Absolutely. In fact, investing retirement funds through a self-directed IRA is one of the most common ways to passively invest in a real estate syndication. The process of rolling a preexisting retirement account (401(k), IRA, 403b, etc.) into a self-directed IRA (SDIRA) is relatively simple and the fees are generally quite low. If you’re looking for a great custodian, reach out to us and we’ll connect you with some great intermediaries.
We often execute a 506(b) offering which allows for non-accredited investors to participate in our deals. If you’re a non-accredited investor and would like to join the Elevate Operation Investor Club, make sure you schedule your 1-on-1 phone call with us so you can have access to future investment opportunities.
Every deal is different, but typically the minimum investment amount is $50,000
We typically model a 5-7 year hold
In most Elevate Operation deals, there are ways for an investor to sell their shares prematurely (although this is by no means a given). Usually this takes form in one of three ways:
- Sell your shares to the GP
- Sell your shares to other LPs in the deal
- Bring in a new investor into the deal to buy out your shares (with GP approval)
You should find the specific rules for early liquidation outlined in the Operating Agreement. Our recommendation to every investor posing this question is to come to terms with the fact that you’re investing in an illiquid asset and that your money will be inaccessible for the duration of the hold. Go into the deal having mentally written off needing the money in any sort of shorter time span, and I promise you’ll have a better investing experience overall.
