Investment in Finquity Capital funds is available exclusively to accredited investors, as defined by the U.S. Securities and Exchange Commission (SEC).
An accredited investor is an individual or entity that meets specific financial or professional criteria established by the SEC. Eligibility is satisfied by meeting at least one of the following requirements:
A business entity may qualify as an accredited investor under SEC rules if it meets at least one of the following criteria:
Yes. Eligible investors may invest through a traditional self-directed IRA or through a business entity, such as an LLC, partnership, or trust, subject to applicable eligibility requirements.
For guidance on custodians or account setup, investors should consult their chosen advisor or custodian.
We provide an Investor Verification Letter Template, which may be completed and signed by a licensed attorney, certified public accountant (CPA), or qualified financial advisor to confirm accredited investor status.
Alternatively, verification can be completed through InvestNext, our investment platform, which manages the accreditation process on the investor’s behalf. Most verifications are completed within approximately 12 hours.
All accreditation documentation must be dated within 90 days before subscribing to a Finquity Capital fund. Verified investors do not need to re-submit accreditation for five years after initial verification.
If you have questions about the verification process, we are available to provide general guidance and support.
Prospective investors begin by reviewing available offerings and completing the subscription process through our investor portal. Once subscription documents have been reviewed, next steps are provided to investors.
The Multifamily Growth Fund I is a traditional, closed-end real estate investment fund focused on acquiring stabilized and underperforming Class B and B- multifamily properties.
The Fund’s objective is to:
Multifamily Growth Fund I focuses on value-add and core-plus multifamily real estate investments. The Fund targets apartment communities where value can be created through operational improvements, targeted renovations, and active asset management.
Investors can expect to receive monthly cash distributions, subject to the specific business plan and performance of each investment. Distribution timing and amounts may vary based on operating results, capital needs, and market conditions.
From time to time, additional distributions may be made as a result of refinancings, asset sales, or other capital events, depending on overall portfolio performance.
Finquity Capital investments are generally structured as long-term holdings. Target hold periods typically range from three to seven years, though actual timelines may vary based on market conditions, asset performance, and strategic exit opportunities.
Real estate investments are generally illiquid. Investors should expect to remain invested for the full anticipated hold period. Early redemption or resale options, if any, are limited and governed by the terms of the offering and applicable regulations.
The minimum investment is $50,000.
Yes. Finquity Capital and its principals typically invest alongside limited partners, aligning interests across the lifecycle of each investment.
Yes. In certain cases, Finquity Capital may accept 1031 exchange proceeds into select offerings, depending on the structure of the investment and applicable 1031 requirements. Investors should consult with a qualified intermediary and tax advisor to confirm eligibility.
Multifamily real estate is widely regarded as a resilient asset class due to the essential, non-discretionary nature of housing demand and its ability to generate stable, recurring income. As a result, multifamily has historically performed more defensively across economic cycles than other commercial real estate sectors, such as office, retail, or hospitality.
While multifamily offers defensive characteristics, all investments involve risk. Finquity Capital seeks to manage risk through rigorous underwriting, selective deal sourcing, and active asset management, working with experienced local partners. Finquity Capital invests alongside its investors, aligning interests across each investment.
We provide investors with regular performance updates through our investor portal and quarterly reports. From time to time, we may also share updates through investor communications or webinars, as appropriate.
Investors will receive a Schedule K-1 for tax reporting purposes. K-1s are generally provided after year-end, once the Fund’s annual tax reporting is completed.
