frequently asked questions

To participate, you must qualify as either an “accredited” or “non-accredited” investor. These classifications are designed to ensure that investors have a certain degree of financial knowledge and investment competence.

You must also be willing to invest $100,000 minimum.

A “non-accredited” or sophisticated investor refers to an individual or entity that the company or private fund offering the securities reasonably believes possesses sufficient financial and business expertise to evaluate the merits and risks of the potential investment.

An accredited investor, when referring to an individual, is someone who meets at least one of the following criteria:

- Income: Earned an individual income exceeding $200,000 (or $300,000 combined with a spouse) in each of the last two years and expects the same for the current year.

- Net Worth: Has a net worth of over $1 million, either individually or jointly with a spouse, excluding the value of their primary residence.

The income requirement must be met for all three years either individually or jointly with a spouse. An exception applies if the individual got married during this period. In such cases, the person can meet the requirement using joint income for the years they were married and individual income for the other years.

Entities such as banks, partnerships, corporations, nonprofits, and trusts may also qualify as accredited investors. Depending on your circumstances, the following may be relevant:

- A trust with total assets exceeding $5 million, not specifically formed to purchase the securities in question, and managed by a sophisticated person.

- Any entity where all equity owners are accredited investors.

Investors can generally anticipate committing their capital for a holding period of 18 months to 5 years, depending on the execution of the specific business plan for each property.

This timeframe may vary based on the strategy and can be influenced by changing economic conditions. Upon property acquisition, investors will receive projected timelines, which will be updated throughout the life of the investment.

At Elevest Capital, our priority is to align with the initial projections whenever possible while implementing the strategy that delivers the highest returns for our investors.

No. Commercial real estate investments are designed to be a longer-term strategy.

From the beginning, we provide you with a clear projected timeline for the hold period and keep you updated regularly throughout the investment. During the holding period, cash distributions typically come from the property’s cash flow, but it’s common for the full return of your principal investment to happen when the property is sold, along with your share of the profits.

While we can’t guarantee returns, at Elevest Capital, we’re committed to transparency and working toward the best possible outcomes for our investors.

Elevest Capital aims to have their investors receive monthly distributions depending on the specific business plan for each investment property. There may also be additional capital to investors from time to time. This depends on several factors such as the performance of the properties and when properties are sold or refinanced.

If you have a self-directed retirement account, you will most likely be able to use it to invest with us. If you are not currently set up as self-directed or aren’t sure if you’ll qualify, please Book a Call and one of our Investor Relations team members can walk you through your options.