Yes! Many investors use Self-Directed IRAs (SDIRAs) or certain types of 401(k) plans to participate in multifamily syndications. These retirement accounts allow you to direct your funds into alternative assets like real estate, while still preserving the tax-advantaged status of your account.

Here’s how it works:

1. You’ll need to set up a Self-Directed IRA or Solo 401(k) with a qualified custodian or administrator.

2. Once established, you can direct your retirement funds into our investment opportunities.

3. All returns (cash flow and profits from a sale) flow back into your retirement account, growing tax deferred (traditional) or tax-free (Roth), depending on your account type.

It’s a powerful way to diversify beyond stocks and bonds while maximizing your retirement strategy. If you do not have a qualified custodian or administrator, we can happily introduce you to one.

When you invest in a real estate syndication, you become a partner in the LLC that owns the property. Each year, you’ll receive a Schedule K-1 tax form, which reports your share of the partnership’s income, losses, deductions, and credits.

A few key points about K-1s:

-Partnerships themselves don’t pay federal or state income tax—instead, profits and losses “pass through” to the investors.

-Your K-1 shows your portion of those results, which you then report on your personal tax return.

-K-1s are issued annually, typically in March, so you have the information you need for tax filing.

In short, the K-1 is how you account for the income (or losses) from your investment on your taxes.

Distributions are evaluated on a quarterly basis, typically about 45 days after the close of each quarter. Once distributions are finalized, all investors are notified with the details and timing.

It’s important to note that in some projects—especially value-add or heavy renovation deals—initial cash flow may be reinvested into improvements and property stabilization. In those cases, distributions may be delayed until the property reaches a steady operating performance. This approach is designed to maximize long-term returns and protect investor capital.

The timing of your first distribution depends on the specific property and business plan. For most stabilized properties, the first distribution is typically made at the end of the first full quarter of operations (approximately 3–4 months after closing).

For value-add or renovation-focused properties, early cash flow is often reinvested into improvements and stabilization, which means distributions may be delayed until the property begins generating consistent income.

We’ll always communicate the expected timeline for distributions up front, and you’ll receive regular updates on the property’s progress along the way.

Investor funds are allocated toward the total acquisition and operation of the property. This typically covers the down payment for the purchase, acquisition and legal fees, transaction costs, planned capital improvements, and reserves to support ongoing property performance.

Multifamily syndication allows you to scale quickly and leverage economies of scale. Rather than managing one rental property at a time, you’re investing in larger apartment communities with professional property management in place. It also diversifies your risk—if one tenant leaves, the vacancy impact is spread across multiple units, unlike a single-family rental, where losing one tenant means 100% vacancy.

One of the key benefits of multifamily syndication is the tax advantages. Investors may be eligible for deductions related to depreciation, interest expenses, and other costs, which can significantly reduce taxable income. Additionally, through cost segregation studies, we can accelerate depreciation, further enhancing your tax benefits. However, it’s important to consult with your tax advisor to fully understand how these benefits apply to your specific situation and to maximize your potential tax savings.

While syndications are generally long-term investments, some deals offer options for early exit, although it’s not guaranteed. It’s important to understand that syndications are not as liquid as stocks, but we do strive to maintain flexibility where possible. In certain cases, we may offer buyout provisions or bring in another investor to take over your position.

Absolutely! Investors are welcome to visit properties both before investing and during the life of the project. If you’d like to see where your money is working, we’d be happy to arrange a tour of our portfolio. Just give us a heads up, and we’ll ensure someone is available to show you around and answer any questions.

Getting started is simple! We begin with an introductory call where we discuss your financial goals and how multifamily syndication aligns with them. From there, we’ll walk you through the process, introduce you to upcoming deals, and answer any remaining questions. You’ll have all the information you need to make an informed decision before investing.