Real estate investing allows you to invest in a tangible asset and take advantage of the appreciation, cash flow, and tax benefits unique to this asset class.

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An accredited investor, in the context of a natural person, includes anyone who:

Earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year, OR

Has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence), OR

Holds in good standing a Series 7, 65 or 82 license.

There are other categories of accredited investors, including the following, which may be relevant to you:

Any trust, with total assets in excess of $5 million, not formed specifically to purchase the subject securities, whose purchase is directed by a sophisticated person, OR

Certain entity with total investments in excess of $5 million, not formed to specifically purchase the subject securities, OR

Any entity in which all of the equity owners are accredited investors.

In a joint venture, all parties contractually agree on how to split the responsibilities and the capital required to purchase and operate the property. Each party must have a defined active role and be involved in the operation of the property.

A real estate syndication is a formal structure regulated by the Securities and Exchange Commission in which the managers are selling a security to investors, typically in return for equity in the property.

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