Accreditation verification
Lock-Up Period | Target Annualized Yield |
3 Months | 9% |
6 Months | 12% |
9 Months | 15% |
12+ Months | 17.6% - IRR target |
U.S. Investors
You’ll receive a Schedule K-1 (Form 1065) showing your share of the fund’s income, gains, or losses. This is required when filing your annual tax return. You may also receive a capital account summary and a cover letter explaining the K-1.
International Investors
If you’re based outside the U.S., you may receive a Form 1042-S if U.S. tax was withheld. A Schedule K-1 may also apply if the fund generates U.S.-connected income. We’ll require a W-8BEN or W-8BEN-E to document your foreign investor status.
A 1031 exchange is a tax-deferral strategy under U.S. tax law that allows investors to sell an investment property and reinvest the proceeds into a “like-kind” property, deferring capital gains taxes on the sale.