What tax documents will I receive?

You will receive a K-1 by March 15th for the previous tax season.

Can I invest through my retirement accounts

Yes! You will need to set up a self-directed IRA or Solo 401k account, we can help you understand how to set these up.

How does the investment work?

We will create a new partnership to acquire the investment property. General Partner (GPs) – Lucas and his team are responsible for the execution of the business plan. Limited Partners (LPs) invest their capital into the partnership and assume a passive role. LPs will share in both cash flow, equity, and tax benefits.

How often can I expect to receive a distribution?

We issue distributions quarterly.

Do general partners also invest their personal capital?

Lucas and other GPs are always investing their personal “skin in the game” by signing on the debt, and personal guarantees, and often investing personal capital.

What type of properties will I be investing in?

Lucas as his team focuses on class B-C multifamily, both market rate, and affordable properties in tertiary markets in the midwest.