Private commercial real estate investments can help investors protect and grow wealth. With the passing of the JOBS Act in 2012, accessing private real estate deals has never been easier.
But with this new opportunity also comes new challenges. Today’s investor needs to figure out how to sift through the vast amount of information presented for each deal in order to make a wise, informed decision.
I have begun to dabble in crowdfunded Real Estate with my first investment late in 2017, and I have personally invested with most of the companies featured on this page.
I’ve created this page as a resource to guide you as you possibly invest in real estate crowdfunding opportunities. This page contains affiliate links to these crowdfunding companies. Signing up through these links may result in a commission paid to support this site’s charitable mission.
Real Estate Investing and Crowdfunding Posts
Top Real Estate Investment Companies
DLP Capital Partners
DLP Capital Partners is an impact investment company that is focused on doing well while doing good–meaning working diligently to provide great returns to investors while simultaneously tackling four crises in our country. Their investments are straightforward, easy to understand, and historically profitable. They recently relaunched their fund portfolio to ensure their offering aligns with their primary mission. DLP Capital now offers five funds giving more options to a wider range of investors– two that are brand-new to the market and three existing funds. All funds have the following criteria: 1) all DLP funds are evergreen, 2) they invest in critical workforce housing, 3) they are targeted to provide above-market returns, and 4) they pay preferred returns before DLP takes a management fee.
One new DLP fund is the DLP Building Communities Fund, which provides equity investments in the development and construction of new rental housing communities. It has the highest targeted net return of all DLP funds at 13%–with annual distributions and annual liquidity. The second new fund is the DLP Preferred Credit Fund, which invests in real estate loans for larger, higher-quality borrowers, and has the highest targeted preferred return (9%) of the current DLP funds.
In addition to the two new funds, DLP Capital still offers the DLP Housing Fund, which is a Private REIT and invests equity in existing multifamily rental communities. It offers a 6% preferred return and targets a 10-12% net return to investors. The DLP Lending Fund is also a REIT that is highly diversified and offers 90-day liquidity. It is designed to moderate risk, while still providing solid returns. It has an 8% preferred return and a target of 9% net return to investors.
For Physician on Fire referrals, the minimum investment for all of the above funds is only $200,000, compared to their normal investment minimum of $500,000.
Finally, DLP Capital also offers the DLP Positive Note Fund. Secured by a note agreement, this fund offers guaranteed fixed returns of 5-7.5%, with monthly distributions and the lowest cost of entry at just $100,000. There’s a lot more to these funds than presented here, but this at least gives an overview of what you can expect from your investment with DLP Capital. If you connect with them, they can help you dig into the details further and show you how to get started.
Origin Investments
Origin Investments helps high-net-worth investors, family offices and registered investment advisors grow and preserve wealth by providing best-in-class real estate solutions. They are a private real estate manager that builds, buys and lends to multifamily real estate projects in fast-growing markets throughout the U.S.
Since their founding in 2007, they have executed more than $2.6 billion in real estate transactions and their Co-CEO’s have invested more than $60 million alongside their investors. Their performance ranks them in the top decile of private real estate North America-focused fund managers by Preqin, an independent provider of data on alternative investments.
Origin is currently accepting new investors for their open QOZ Fund II and IncomePlus Fund, which seek to provide tax efficiency, enhance portfolio yield, maximize growth and minimize portfolio volatility.
Mortar
Mortar Capital Management’s approach to investments is simple. We are a vertically integrated firm with an experienced team that delivers consistent returns. Specializing in multi-family real estate, Mortar has been the driving force behind over 30 distinctive and successful developments in prime and niche New York neighborhoods since 2001. We leverage over two decades of experience in architecture, development, and asset management to build value and minimize risk for both investors and the residents who live in them. Our winning combination of high-returns and risk-adjusted strategies has led to an excellent track record of investment success.
Please visit Mortar for more information.
Mortar Capital Management Application
Trion Properties
Trion Properties is a multifamily investment sponsor. They specialize in value-add projects by acquiring multi-family properties in improving areas and convert them to modern, attractive, and affordable places to live. Through extensive renovations and hands-on management, their team optimizes net operating income (NOI) and adds economic value to each investment.
Trion’s rigorous investment approach helps them meet their long-term objective of delivering outsized returns without taking outsized risks. Since its inception in 2005, Trion Properties has generated an average internal rate of return (IRR) in excess of 25%.
Trion has seen many physicians in their ecosystem of accredited investors invest and see success. They are a company that invests alongside their investors. Min. Account investment $50k.
37th Parallel Properties
37th Parallel has been doing multi-family syndications for years. Since their inception in 2008, they’ve completed over $1 billion in multifamily transactions while maintaining a 100% profitable investor track record. Their Income and Total Return Fund II is now open for investment. This $40M-$80M fund has a $100,000 minimum. Fund II is focused on acquiring and improving 200-plus unit Class A & B apartment complexes in 13 markets across Texas, North Carolina, South Carolina, Florida, and Georgia. Capital will be called as needed to acquire properties with a goal to have all investors’ capital called within 12 months. Their goal is to begin liquidating or recapitalizing fund assets in seven to eight years from inception.
Fund II has two share classes – Class A (Current Income) and Class B (Total Return). Class A shares have a 9% annual preferred return and first access to cash flows from operations but capped upside. Class B Shares have a 7% annual preferred return and second access to cash flows from operations along with an initial 80/20 split. We have negotiated a $500 fee discount for you if you go through our links. If you prefer individually choosing which properties you invest in, 37th Parallel still does individual syndications too at a $50,000 to $100,000 minimum investment.
RealtyMogul
RealtyMogul makes real estate investing accessible and easy. Create an account, review and compare institutional-quality commercial real estate deals – including apartment buildings, office, retail and industrial – and invest in the deals that meet your criteria.
RealtyMogul also offers two public, non-traded Real Estate Investment Trusts (REITs), giving investors access to a portfolio of professionally managed properties
with a single investment with the potential to earn growth and passive income.
RealtyMogul is ranked the best one-stop shop for real estate crowdfunding by Motley Fool.1
Since 2012, RealtyMogul members have collectively invested $847 million into over $4.7 billion of real estate nationwide, including 24,000 apartment units.2
1Source: https://www.millionacres.com/real-estate-investing/crowdfunding/top-real-estate-crowdfunding-sites/
2Since inception and as of January 31, 2022.
EquityMultiple
EquityMultiple is a secure online platform that connects accredited individuals with exclusive, pre-vetted commercial real estate investments, with minimums as low as $5,000.
Invest passively alongside experienced real estate companies in debt, preferred equity, and equity projects across the country. Diversify across property types, risk/return profiles, and markets to build a stronger portfolio.
EquityMultiple features full-cycle investing, providing transparent asset management updates and attentive customer service. EquityMultiple is the only platform in the space focused exclusively on institutional commercial real estate, with the backing of Mission Capital – a national leader in CRE finance solutions with a 10+ year operating history.
Cadre
Cadre invests in institutional-quality deals identified by using their tech-driven analysis and industry leading expertise. They are dedicated to prioritizing returns for investors while uplifting the communities they serve and have built their platform to provide every investor with a personalized investor experience. Cadre’s primary focus is on acquiring income-generating multifamily properties supported by healthy occupancy, strong supply/demand dynamics and historically high cap-rate spreads combined with selective exposure to value-add assets in high-growth markets.
Investment Products:
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Deal-by-Deal: Select individual commercial real estate investments through Cadre’s Deal-by-Deal platform.
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Secondary Market: Purchase shares of private real estate with established business plans, potentially at an attractive price relative to NAV
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Cadre Funds: Invest in a portfolio of commercial real estate across markets and property types all managed by Cadre at our lowest minimums.
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CrowdStreet
CrowdStreet is the premium provider of online commercial real estate investment marketplace, technology and professional services. Investors can directly access institutional-quality commercial real estate offerings with CrowdStreet’s online investing platform.
CrowdStreet recently created a REIT which provides investors with easy access to a diversified portfolio of growth-oriented private commercial real estate projects from multiple sponsors through a single fund managed by CrowdStreet Advisors. This is a portfolio of 20-25 private commercial real estate projects selected by CrowdStreet. You can invest with lower minimums ($25K) and expenses than traditional private funds. The REIT election allows for simple 1099 tax reporting instead of multiple K1’s.
For CRE developers and operators, CrowdStreet Connect provides a platform to manage investors and investments, and to raise capital to grow their business.
CrowdStreet maximizes opportunities for investors by diversifying outside of the traditional avenues of the stock market, better distributing risk and fundamentally transforming real estate investing through technology. Together, we are creating a community where individual investors and CRE firms are working together to maximize wealth through commercial real estate. For more information, please visit www.crowdstreet.com.
AcreTrader
AcreTrader is a real estate investing platform that makes it easy for people to buy shares of farmland and earn passive income.
Farmland is one of America’s largest and most attractive asset classes, with historical combined annual returns approaching 12% and lower volatility that most other real estate sectors, but it has remained out of reach for most investors until now.
AcreTrader removes traditional barriers to ownership, allowing investors to invest in minutes while taking care of all the complexities of farm management. Add farmland to your portfolio in as little as 5 minutes at acretrader.com.
This is a sponsored promotion for the AcreTrader platform. Physician on Fire may have investments in companies represented on the AcreTrader platform. This information is by no means a promotion, solicitation, or recommendation of any specific investment.
Roofstock
Roofstock is the #1 marketplace for buying and selling single-family rental homes, enabling investors to acquire income-producing real estate in 40 markets across the country.
Roofstock is a great solution for owners who want the benefits of direct ownership and want to have more control over their investment – you are buying the home directly and own it outright, with traditional home loan financing options available for most investors.
Their expert team is available to guide you through the entire process from exploring the marketplace all the way through closing, and they also provide a 30-day money-back guarantee on every home, enabling you to invest with confidence.
Additional Real Estate Investment Opportunities:
Fundrise: Offering eREIT funds with expected returns in the 9% to 11% range.