At Elevest Capital, we offer a variety of methods to invest in our offerings, ensuring you can choose the approach that best fits your financial goals and preferences.
find the perfect approach
Investing as an individual with Elevest Capital is a great choice for those who meet the accredited investor requirements. This approach means you hold the investment personally in your name, which is the most common way to invest. When setting up your account, be sure to go through the verification process with Verify Investor. At the end of each tax year, you’ll receive a Schedule K-1 tax form in your name to make filing your income tax return a breeze.
Investing as an entity with Elevest Capital offers added protection and flexibility. If your entity, such as an LLC, S-corporation, or C-corporation, meets the accredited investor requirements, it can be the investor instead of you personally. This can provide an extra layer of security.
If you’re the sole owner, you’ll need to be verified as an accredited investor individually. For entities with multiple owners, each must show proof of meeting the accredited investor qualifications, either individually or with their spouse.
While only one company shareholder can invest per account, additional shareholders can invest through separate accounts, following the accredited investor process. At the end of each tax year, you’ll receive a Schedule K-1 tax form in your entity’s name for smooth income tax filing.
This is a smart way to leverage your retirement savings while enjoying additional tax benefits. If you meet the accredited investor requirements, your retirement account can be the investor rather than you personally.
We accept Self-Directed Solo 401(k)s, IRA LLC Single-Member, and IRA LLC Multi-Member accounts, which are great for this purpose.
Investing through a trust can be a strategic way to manage your investments while enjoying additional benefits. If you meet the accredited investor requirements, your trust can be the investor instead of you personally.
We accept both living revocable and irrevocable trusts at Elevest Capital. One major advantage of holding property in a trust is that it helps avoid the probate process when transferring assets to beneficiaries and may offer extra tax benefits.
If you’re the settlor of the trust, you’ll need to be verified as an accredited investor individually. For trusts with multiple settlors, each settlor must prove that they, individually or with their spouse, meet the accredited investor qualifications. At the end of each tax year, you’ll receive a Schedule K-1 tax form in the trust’s name for straightforward income tax filing.
accelerate your wealth
You’ve worked tirelessly to grow your business and generate active income. Now, it’s time to let that income work for you. Passive income allows you to earn money with minimal daily effort, giving you the freedom to focus on what you do best… running your business. Let us show you how multifamily investing can do just that.
Create an additional income stream besides your active earnings. This balances risk by offsetting market fluctuations and unexpected business downturns.
Investing in multifamily real estate allows you to truly own a piece of a real, tangible asset that will appreciate over time.
Help protect your wealth strategy while simultaneously enjoying depreciation benefits and other tax incentives that real estate investing offers.
Investing involves risks, including the potential loss of principal. Past performance does not predict future results. We cannot guarantee the accuracy of third-party data. Elevest Capital does not provide tax advice. Offers to sell securities are only made through official documents detailing investment risks, fees, and objectives. Investors should consult with financial, tax, or legal advisers before investing.