How do we make your Money Work?

The SEC (Securities and Exchange Commission) has very strict guidelines regarding Syndication. To abide by those guidelines, you need to be either an accredited investor or a sophisticated investor. 

 According to SEC, an Accredited investor is an individual or couple who

• earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year, OR
• has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence)

 According to SEC, a Sophisticated investor is an individual or couple who

• earned income has been between $100,000 and $199,999 (or between $200,000 and $299,999 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year, OR
• has a net worth between $350,000 and $999,999, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence)

Yes, you can. Money Works Equity offers investment opportunities for accredited and non-accredited sophisticated investors. To abide by SEC guidelines we only publish Accredited investor projects on our website. 

If you are non-accredited and would like to know more about our investment opportunities, please leave your contact info and we will get in touch when we have non-accredited opportunities. 

Yes they can. Please leave us your contact info. 

Our focus is on Multifamily assets in stabilized and emerging markets. We feel these assets are the most recession-proof and people will always need a place to call home. 

All assets are acquired in its own LLC. For example - ABC Apartments will be acquired using "ABC Apartments LLC". As a passive investor, you will be a direct shareholder of "ABC Aparemtns LLC". This allows for a direct flow of cash flow, depreciation and upon sale of the asste, long term capital gains to you. 

Each of our investments and private placement memorandums is structured upon individual property, and since every property is different so will the returns. 

All of our returns consist of two parts:

Preferred Return from Cash Flow: We carefully select investments that pay an average of 6% preferred return (maybe higher), which is paid quarterly or monthly depending on the individual deal. This means that the investor gets paid first before the operators and sponsors get paid. This protects our investors and incentives us to make sure we pick assets that have strong cash flow projections. 

Profit Share: At the time of sale or refinancing of the property it is our goal to return 100% of the initial investments of each of our investors. In addition to this, we split the profits between investors (70%) and sponsors (30%).

We try to maximize the returns for our investors. Being said that sometimes it makes sense to hold the asset a bit longer than the usual 5 years. Depending on the asset and the business plan for it, you can be invested in the syndications anywhere from 3 years to 10 years. This will be disclosed in the investment deck and private placement memorandums. 

Yes, you absolutely can. Investing in Multi-family assets syndications is perfect for retirement plan investing because your involvement is by definition passive. You will need to consult your CPA if you haven’t already, and set up a SELF-DIRECTED IRA with an independent custodian, like New Direction Trust Company, Directed IRA, Specialized IRA Services, or Vantage IRA. Once you have successfully done that, you can invest using your IRA/401K/ROTH-IRA… or several other self-directed retirement account forms.