Please reach us at info@invexcap.com if you have additional questions.
How do I get started as an investor with Invex Capital Group?
You can get started as an investor with Invex Capital Group here: https://app.appfolioim.com/trueassetpm/investor/opportunities/6 Click sign-up in the lower right-hand corner. The entire account creation and investment process are completed online via our Investor Management website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.
Do I qualify to invest?
If you are an individual or private investor, you must be an Accredited Investor to invest in our properties. For an individual or married couple, to qualify as an accredited investor, you must meet one of the following criteria:
Earn an annual income exceeding $200,000 or joint income exceeding $300,000 together with a spouse.
Have a net worth exceeding $1 million - excluding one's primary residence.
If your investment entity is a partnership, trust, REIT, or Qualified Plan, please call us for Accredited Investor standards. The SEC considers accredited investors to have a sufficient amount of wealth to not need the protection of federal and state securities laws as those non-accredited investors do.
What type of accounts can I invest with?
We currently support personal investment accounts, joint accounts, and certain entity accounts (Trusts, Limited Liability Companies, Limited Partnerships, C Corporations, and S Corporations). For more information on IRA accounts, see below.
Can I invest through my IRA?
Absolutely! Your IRA needs to be a self-directed IRA account.
Can I invest if I live in another state?
You can invest with us from anywhere in the world! You will need a US tax ID and a US bank account.
What is a K-1?
As a partner in the LLC that purchases the properties, you will receive a K-1: a K-1 is a tax form used by partnerships to provide investors with detailed information on their share of a partnership's taxable income. Partnerships are generally not subject to federal or state income tax but instead issue a K-1 to each investor to report his or her share of the partnership's income, gains, losses, deductions, and credits. The K-1s are provided to investors on an annual basis so that each investor can include K-1 amounts on his or her tax return.
When will the K-1 be available to investors?
Our goal is to finalize all K-1s by March 31st; however, we rely on outside reporting and may require additional time to furnish the forms in a way that is to the investor's best advantage. Accordingly, you may be required to obtain one or more extensions for filing federal, state, and local tax returns.
How long is the term of the fund?
The fund will be three (3) years, subject to three (3) additional one-year extensions at the option of the General Partner.
Can I add funds after my initial investment?
Yes. We continually find new opportunities to help you grow your wealth.
When should you expect your first distribution?
Once raised funds are fully invested, cash flow from the real estate will either be paid out to investors monthly or reinvested into more properties. Reinvesting monthly cash flow allows us to acquire additional homes with zero to little money out of pocket.
Tax benefits?
Depreciation (non-cash expense) deduction from income. This real estate tax deduction is based on the perceived decrease in the value of the real estate over time.
Mortgage interest tax deductions.
Deferral of capital gains via 1031 exchange.
Cost of repairs, maintenance, and upkeep.
Cost of services.
Utilities.
Travel costs associated with the property.
Property tax deductions.
What are the risks involved?
As with any investment, there are risks involved when investing in real estate. Although, we appreciate the fact that our investments are backed by actual tangible brick and mortar assets.