​​Partner With Us to Offer Fund Solutions to Your Clients

We provide real estate professionals with two valuable opportunities: help your clients participate in our established residential fund, or establish a fund for your brokerage to offer exclusively to your clients.

 

What is a Residential Real Estate Fund?

 

A residential real estate fund is an investment vehicle (typically a partnership or limited liability company) that pools capital from multiple investors to acquire and manage single and/or multi-family rental properties. This allows investors to participate in real estate ownership without the complexities of direct property management. These funds provide diversification, professional oversight, and potential for income and long-term appreciation.

 

For Real Estate Brokerages and Teams

 

Option 1: Establish Your Own Fund

Create a proprietary investment solution exclusively for your clients:

• Branded Fund Structure - A customized fund representing your brokerage

• Expert Guidance - We oversee the process and provide strategic direction

• Client Retention Tool - Keep your clients' investment dollars within your ecosystem

• Additional Revenue Stream - Generate income beyond traditional transactions

• Competitive Differentiation - Offer services that distinguish your brokerage in the marketplace

Learn About Fund Establishment →

 

Option 2: Participate As a Referral Partner

Refer qualified clients to our established fund:

• Seamless Referral Process - Simple systems for introducing suitable clients

• Client Solution Provider - Solve your clients' investment property needs

• Referral Compensation - Earn fees for successful client placements

• No Operational Responsibilities - We handle all fund management aspects

• Ongoing Client Relationship - Stay connected with clients through their investment

 

Key Client Benefits

When discussing fund options with your clients, highlight these advantages:

1. Collective Investment Power – Access to multiple properties without the capital requirements of direct ownership

2. Risk Diversification – Investment across multiple properties reduces the impact of localized market fluctuations

3. Professional Management – Experienced professionals handle all property management responsibilities

4. Growth Potential – Potential returns from both rental income and property appreciation

5. Simplified Ownership – No landlord headaches or middle-of-night maintenance calls

6. Tax Advantages - Opportunities for tax-deferred investing strategies

 

For Real Estate Agents

As a real estate professional, you regularly encounter clients with investment property needs:

• Sellers looking to divest from management responsibilities

• Buyers interested in investment properties but concerned about management

• Owners looking for investment alternatives to direct property ownership

• Investors seeking geographic diversification beyond your local market

• Clients looking for less volatile real estate options for their IRAs

Our approach is simple: you identify potentially interested clients, make a basic introduction to the concept, and we handle all investment discussions and details. Since our fund can invest beyond local market boundaries, you can offer solutions to clients seeking broader diversification or specialized IRA investment options. This keeps you compliant while still providing value and earning potential referral compensation.

 

Tools and Resources for Partners

We provide real estate professionals with:

• Simple qualifying questions to identify suitable prospects

• Professional introduction materials

• Streamlined referral process

• Secure tracking system for your referrals

• Updates on your clients' engagement status

• Potential referral compensation opportunities

This approach ensures you stay within your professional scope while still helping clients find solutions to their investment property needs.

 

Next Steps

Schedule a consultation to discuss how our residential real estate fund solutions can enhance your service offerings and create new revenue opportunities for your brokerage or real estate practice.

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