Frequently Asked Questions
We’ve put together a list of questions commonly asked by other investors.
Why do you have a $100,000 minimum investment?
As a boutique private equity firm have a very personalized approach to business and focus on building real relationships with each investor.
Do I have to be an accredited investor?
Yes. Generally speaking, individuals with a net worth of over $1,000,000 (excluding primary residence) and/or annual income for the last two greater than $250,000. You can read the full definition on the SEC website.
How soon can you close?
We can close in 3-5 days after you select your investment.
Do I need to qualify for a loan?
No. As the sponsor we handle all loan guarantees.
Are assets outside of my investment at risk?
No. You have no personal liability related to the investment.
Is my investment illiquid?
To a point, yes. However, in change-of-life circumstances, our structure allows you to sell your interest independent of the sale of the property.
Can I transfer ownership to a family member?
Yes, you do have the ability to transfer ownership. We often work with estate planning professionals.
Do you offer investment opportunities outside of healthcare?
No. We've decided to focus on health care because of because the country's aging demographic, expected future demand and it's resiliency to changes in the economy.
Can I invest with my self-directed retirement account?
Absolutely. The IRS permits for this and we've have many investors take this approach.
When the property is sold, can I exchange into a new property on my own?
Absolutely. When the time comes to sell the property, you can exchange with us or on your own.
Do you work with estate planning?
Yes. In fact, we can work with you to ensure taxes are minimized and you can leverage the stepped-up basis offered under Internal Revenue Code § 1014.