Can I invest directly from my tax-advantaged accounts?
Yes. It is possible to invest in commercial real estate directly from tax-advantaged accounts such as IRAs or 401(k)s, though this depends on the policies of your specific account and the regulations governing such investments. If you’re already an investor with us — or soon to be — send us a message and we can point you in the right direction.
What types of properties do you invest in?
We are experienced across a wide range of commercial asset classes: multifamily apartments, light industrial, self-storage, warehouses, retail, hotels, RV parks, and more. Varied exposure enhances our ability to operate. We apply the same risk management and underwriting rigor across types, and adjust return targets to account for any additional operational risk in the business plan. We also leverage key partnerships as needed to ensure the success of your investment.
How do you ensure the safety of my investment?
Safety starts before the acquisition: due diligence, market research, tenant analysis, financial diligence, contract design, and creative structuring of the deal. Some of these measures are as defensive as they are offensive, with built-in downside protection. Beyond acquisition, safety is reinforced at the financing stage and in operations — proactive asset management, property management, and maintenance all play a crucial role in preserving and enhancing value.
How often do you share investment updates?
Investors typically receive monthly, quarterly, and yearly reports. These include general updates, financial statements, occupancy rates, market analysis, and updates on any significant developments related to the property or the broader market.
What is the minimum investment amount required?
The minimum varies by opportunity and structure, but is typically a few thousand dollars at the low end. Ask about the minimum for each specific opportunity you’re considering.
Can I be involved in the decision-making process?
That depends on the type of investment and the entity you invest through — a syndication versus a joint venture, for example. We have opportunities for both, so ask.
How do you handle property management?
We partner with best-in-class commercial property managers in each submarket — professionals who deeply understand the market and have a track record vetted by at least one member of the Equis Capital general partnership. They are accountable for day-to-day operations: leasing, tenant relations, maintenance, rent collection, and regulatory compliance. Ultimately Equis Capital, as the asset manager overseeing property management, is responsible for the success of operations.
What is your track record in terms of returns?
Equis Capital has delivered a 33% average IRR across 25+ acquisitions and 795 units, representing approximately $64MM in assets. Past performance is not a guarantee of future results.
Do you offer any exit strategies for investors?
We run deals with 1-year, 3-year, and 5-year time horizons. Some have the option of continuing indefinitely for what we call lifetime cashflow. In some cases an investor receives 100% of their capital back before the expected duration through a refinance or other liquidation event. Generally we time exits for the best combination of returns and tax advantages, and we weigh our investors’ preferences in the decision.
How can I get started and become an investor?
Fill out the form below and we’ll be in touch. We’ll walk you through current opportunities, structures, and what a first investment typically looks like.
