A group investment where multiple investors pool funds to buy commercial real estate. A sponsor (like Grocapitus) manages the project, while investors earn passive income.

Projected returns are estimates of how much investors might earn from an investment over a specific period. These include cash flow distributions and profits from the property sale at exit. While based on market research and past performance, projected returns are not guaranteed.

Investors earn returns via two ways:

• Distributions from cash flow during ownership (typically paid quarterly).
• Profits from sale or refinance when the property is sold, and investors benefit from price appreciation.

Most syndication investments have a 3-5 year hold period depending on the type of investment. During this time, investors’ funds are illiquid, meaning investors cannot access their initial investment capital unless there is an early sale or refinance.

As with any investment, there are risks:

• Market downturns
• Vacancy issues
• Poor property management
• Interest rate increases

Grocapitus attempts to offset these risks via data-driven acquisition strategies and conservative underwriting.

No. Real estate syndications are not guaranteed and are subject to market risk. However, Grocapitus employs risk mitigation strategies and prioritizes transparency and investor communication so investors are informed during the investment period.

An accredited investor is someone who meets specific income or net worth requirements set by the SEC:

• Annual income of $200K+ ($300K with a spouse) for the past 2 years, or
  Net worth of $1M+, excluding primary residence
• An entity is considered an accredited investor if it is a private business development company or an organization with assets exceeding $5 million. Also, if an entity consists of equity owners who are accredited investors, the entity itself is an accredited investor.

This status allows access to certain private investments not available to the general public.

An unaccredited investor doesn’t currently meet the SEC’s financial criteria for accreditation but may still be eligible to invest in some types of offerings (like Regulation A or 506(b) offerings), depending on deal structure and relationship with the sponsor.

Yes, it is possible, but complex. Investors can invest 1031 exchange proceeds into a syndication using a Tenant-In-Common (TIC) structure or a Delaware Statutory Trust (DST). The syndication must be structured properly to comply with IRS rules. It is recommended that investors consult a CPA or 1031 intermediary for guidance.

Yes, through a self-directed IRA (SDIRA) or solo 401(k), investors can invest retirement funds in real estate syndications. This allows for tax-deferred or tax-free growth depending on the type of account utilized.

Set up a no-obligation Investor Call with Grocapitus’ Investor Relations Director to get started: grocapitus.com/investor-call.

You can also join Grocapitus’ Investor Club. Once a part of the Investor Club network, members receive access to webinars, educational material and special events based on your membership level. For access, please visit multifamilyu.com/club

The minimum investment for an accredited investor to join one of our equity syndications is $75,000. However, for first-time investors, we can accept a $50,000 minimum investment.

The process to register for an investment is via the Grocapitus Investor Portal. Login to the portal or create an account if you are a new investor with us. Follow the prompts to fill in your investment information and electronically sign documents. Once your spot is confirmed, the next steps will be to verify your accredited status. Upon completion of verification, the wire instructions will be supplied securely within the portal. Your funds are due in the bank within 10 days of spot confirmation. If you are funding via IRA, we can give you an additional 10 days if needed to work with your IRA company.

Investors can expect regularly scheduled updates, every month, for newly acquired value-add investments until they reach stabilization, and every two months for new developments. In addition to monthly updates, Grocapitus also hosts webinars on a regular cadence where management presents operating and financial results, in addition to an interactive Q&A session. Grocapitus also hosts investor-driven Q&A webinars where the entire webinar is allotted to investors’ questions.

Investors will also receive a K1, anticipated to be provided by March 31st following each year in which profits or losses are earned, securely uploaded to your investor portal.

Grocapitus focuses on high-growth commercial real estate, including:

• Multifamily (apartment and mid-market townhome complexes)
• Build-to-rent townhome communities
• Industrial and student housing in select markets

No. Syndications are passive investments. Our team handles all the heavy lifting—from acquisition to daily management to disposition—while investors receive regular updates and distributions.

Mission 10K partners with purpose-driven investors to build high-quality rental townhome communities for middle-class families. As families give up on owning a home, they need an alternative that provides essential amenities and an enhanced quality of life. Learn more at https://mission10k.com/

Elevation Development is the in-house real estate development arm of Grocapitus, specializing in ground-up construction and adaptive reuse of multifamily, build-to-rent, and commercial properties. Elevation focuses on high-growth markets backed by data and seeks to deliver strong investor returns via thoughtful design, cost-efficient construction, and strategic location selection. Learn more at: https://elevationredev.com/

Elevation develops:

• Build-to-rent townhome communities
• Mid-market apartment complexes
• Business spaces tailored to modern needs
• Student housing and other niche real estate

Each project is driven by demographic trends, market demand, and data modeling.

Our Rental Brand: With 25+ years of expertise in developing premier townhome communities, our team deeply understands the market and is dedicated to delivering top-notch properties tailored to our residents’ needs. Our latest mission: making mid-market townhomes accessible for more families. Learn more at https://liveequinox.com/