The Investment Process
How It Works
From your first conversation to quarterly distributions — a transparent, six-step process designed for serious investors.
Step by Step
The Six-Step Process
Investor Qualification
We begin with a brief qualification call to understand your investment goals, risk tolerance, and timeline. All investors must meet SEC accredited investor requirements.
- Accredited investor verification
- Investment goals assessment
- Risk profile discussion
- Minimum investment: $100,000
Review Offering Materials
Qualified investors receive our Private Placement Memorandum (PPM), financial projections, and due diligence package for each available offering.
- Private Placement Memorandum (PPM)
- Pro forma financial projections
- Market and property analysis
- Legal and tax documentation
Capital Commitment
Once you decide to invest, you execute the subscription agreement and wire your capital. Funds are held in escrow until the acquisition closes.
- Subscription agreement execution
- Capital wire to escrow account
- Entity formation support (if needed)
- Closing confirmation and receipt
Acquisition & Deployment
Our team completes the acquisition, executes the business plan, and deploys capital into the asset. You receive a welcome packet with full property details.
- Property acquisition closing
- Business plan execution begins
- Investor welcome packet issued
- Online portal access granted
Ongoing Management
We actively manage every asset in-house. Our vertically integrated team handles operations, revenue management, and capital improvements.
- In-house property management
- Revenue optimization strategies
- Capital improvement oversight
- Vendor and brand relationship management
Distributions & Reporting
Investors receive quarterly cash distributions and detailed performance reports. Our investor portal provides 24/7 access to financials and updates.
- Quarterly cash distributions
- Detailed financial statements
- Occupancy and RevPAR reporting
- 24/7 investor portal access
Deal Structure
How the Fund
Is Structured
Each investment is structured as a private placement through a limited partnership or LLC. Investors participate as limited partners, receiving preferred returns and a majority share of profits.
Request a DeckBuilt for Investors
Investor Protections
Preferred Return
Investors receive a 12% preferred return before any profit is shared with the management team. You get paid first.
Defined Hold Period
Clear 7–10 year hold periods with defined exit strategies — no open-ended commitments, no surprises.
Transparent Reporting
Full financial statements, occupancy data, and capital account statements delivered every quarter. No black boxes, ever.
Legal Protections
All investments are structured through SEC-compliant private placements with full legal documentation.
Ready to Get Started?
Schedule a 30-minute call with our investor relations team. We'll walk you through current offerings and answer any questions.