Investor FAQ
For Accredited Investors
Understanding the Investment
What real estate syndication is, what Apta does, and the asset classes the firm invests in.
What is a real estate syndication and how does it work?
What does Apta Investment Group do?
What asset classes does Apta invest in?
Apta invests across commercial real estate, with focus areas in:
- Medical office buildings
- Grocery-anchored and community retail
- Multifamily, offered through our strategic partnership with 37th Parallel Properties
Eligibility and Qualification
Who qualifies as an accredited investor?
An accredited investor is defined by the SEC under Rule 501 of Regulation D. An individual qualifies by meeting one of the following:
- Individual income above $200,000 (or $300,000 jointly with a spouse) in each of the past two years, with a reasonable expectation of the same in the current year
- Net worth above $1 million, individually or jointly with a spouse, excluding primary residence
- Active Series 7, 65, or 82 securities license
Entities may qualify under additional SEC criteria.
How do I verify my accredited investor status with Apta?
For 506(c) offerings, Apta requires written verification from a licensed professional. Acceptable methods include:
- Signed letter from a CPA, attorney, registered investment adviser, or broker-dealer
- Third-party verification through a service such as VerifyInvestor.com
Letters must be dated within 90 days of subscription. Apta also offers 506(b) opportunities, which permit self-certification.
Can I invest through a trust, LLC, or self-directed IRA?
Yes. Apta accepts investments from:
- Trusts
- LLCs, partnerships, and corporations
- Self-directed IRAs and solo 401(k)s
The structure must qualify as an accredited investor under SEC rules. Self-directed retirement accounts may carry unrelated business income tax implications.
Investment Process
How do I become an investor with Apta?
Apta partners with accredited investors only. There are two ways to start:
- Ready to invest: Schedule a 30-minute call with the Director of Investor Relations at aptainvest.com/schedule-a-call/
- Still exploring: Join the Apta Investor Community to receive opportunity announcements and stay close to the deal flow
Accredited investors who schedule a call review their goals with the Director of Investor Relations and gain access to active offering documents in the secure investor portal.
What are subscription documents and how does the subscription process work?
Subscription documents are the legal agreements that formalize an investment. They typically include:
- Private Placement Memorandum (PPM)
- Operating Agreement
- Subscription Agreement
Investors review and e-sign all documents through the secure investor portal.
How and when do I fund my investment?
Funding timing depends on the offering. Investors either wire capital immediately after signing subscription documents, or wait for a capital call from Apta. Wire instructions and timing requirements are disclosed in the offering materials.
Investment Structure and Mechanics
What is the minimum investment with Apta?
What is the typical hold period and how liquid is the investment?
How often are distributions paid?
Tax and Returns
What is a Schedule K-1 and when will I receive it?
What are the tax benefits of investing in private real estate?
The primary tax benefits include:
- Depreciation, which produces K-1 paper losses that can offset income from the investment
- Cost segregation, which accelerates depreciation in early years of ownership
- 1031 exchanges, which may allow capital gains to be deferred at sale
Tax treatment varies by investor. Consult your CPA regarding your specific situation.
Do I need to file taxes in the state where the property is located?
Possibly. Limited partners may be required to file a non-resident state return where the property is located, even if you do not reside there. Consult your CPA for state filing requirements specific to each investment.
Risk, Track Record, and Ongoing Relationship
What is First In, Last Out and how does it align Apta with investors?
First In, Last Out is Apta’s co-investment commitment: Apta capital enters first and exits last in every offering. Apta absorbs early risk alongside limited partners and is repaid only after limited partners receive their full preferred return and capital.
What is Apta's track record and how does the firm manage risk
Apta’s team and strategic partners have collectively participated in over $1 billion in real estate transactions across 20+ years of direct investing experience, with zero investor capital losses to date across all Apta-sponsored syndications. Risk is managed through conservative underwriting, focus on cash-flowing asset classes, and the First In, Last Out co-investment structure. Past performance does not guarantee future results, and all investments involve risk, including the potential total loss of capital.
What does the Apta investor community look like, and how am I kept informed?
Apta’s investor community is composed of 80+ accredited investors. Investors receive:
- Comprehensive quarterly reports covering financial performance and asset management activity
- Timely updates between reports for any material developments
- 24/7 access to positions, documents, and distribution history through the secure investor portal
Next Step
Have a question we didn't answer?
Apta Investment Group and its partners have been involved in more than $1 billion in real estate investments across multiple market cycles. Across all Apta-sponsored syndications, there have been zero investor capital losses to date. To date, realized investments have produced positive returns to investors. Past performance does not guarantee future results, and all investments involve risk, including the potential total loss of capital. Investment opportunities are offered to accredited investors only.
Multifamily investments offered through our strategic partnership with 37th Parallel Properties.