Do I need to qualify as an accredited investor to invest in your offering?

Yes. Our offerings are only available to accredited investors. You will need to prove your status as an accredited investor to participate in any Opes Capital sponsored offering.

What is an accredited investor?

To be considered an accredited investor investing personally or with a spouse (not through an entity, trust or other title), one must have a net worth of at least $1,000,000, excluding the value of one’s primary residence, or have income of at least $200,000 each year for the last two years (or $300,000 combined income with a spouse or spousal equivalent) and have the expectation to make the same amount this year. If you are interested in investing through an entity, trust, etc., then you must follow the accreditation rules for that specific titling requirement. If you want to learn more and determine which title would be best for you please see the SEC’s website for further clarification or contact our investor relations team.

What’s the minimum investment amount?

The minimum investment amount for each fund is $100,000.

Can I invest with an LLC, partnership or trust?

Yes you can take title in your investment in multiple ways including: individually, jointly with a spouse, through a business (LLC or other type), a trust, or an IRA account.

Can I 1031 Exchange into Opes Capital investments?

No, at this time the IRS will not allow this type of exchange.

Can I invest using an IRA or other retirement account?

Yes as long as your funds are in a self-directed retirement account. You will need to utilize the services of a self-directed IRA custodian to facilitate an IRA or other retirement account investment. We can make recommendations to qualified service providers or are happy to work with your custodian in the event you already have engaged with one.

How do I fund my investment?

You can fund your investment via wire transfer, ACH or check.

When are distributions paid?

Distributions of positive cash flow, to the extent available, are paid quarterly.

How do I keep track of my investments throughout the holding period?

We have an investor portal to allow our partners to track their investments and get access to key reports, distribution history and tax forms. As a partner, you will have your own dedicated account.

What happens if an investment property doesn't close?

In the event that the acquisition of the property does not close, 100% of your investment will be returned. Investor funds are held by Opes Capital until the closing of the real estate transaction is set to occur.

If I have questions throughout the term of my investment, how can I get in touch with you?

As one of our partners, you have direct access to an Opes Capital team member. We pride ourselves in giving you direct access to one of our team members to answer any questions that arise.

What reports, updates, and tax forms will I receive throughout the investment hold period?

Quarterly Reports are generated each quarter that include written updates on our progress, future outlook, financial information, key performance indicators, and leasing highlights. From a tax standpoint, you will receive a K-1 for your interest in the partnership each year. K-1s typically go out by March/April of each year. .

Can I invest with an LLC, partnership or trust?

Yes you can take title in your investment in multiple ways including: individually, jointly with a spouse, through a business (LLC or other type), a trust, or an IRA account.

Can I exit the investment before the end of the hold period?

No. Opes Capital’s investments are illiquid. There is no secondary market for investors to trade their units of ownership within a fund. As we only work with accredited investors, by definition these are investors who can financially bear the loss of investment proceeds.