As of right now we don’t have any investment vehicles prepared for non-accredited investors, but that does not mean our relationship stops here. We are currently developing offerings for all investors, in the meantime here are some resources for you to review to learn more about our strategy and the future of NOYACK.
Contact your financial advisor to see how you can accelerate the process of becoming an accredited investor.
Obtain a written confirmation from a broker-dealer, your registered investment advisor, a licensed attorney, or your CPA to confirm you meet the accredited investor requirements.
Another way is to use your (and your spouses in the case where that applies) W-2, form 1099, Schedule K-1, or Form 1040 to prove income based qualification.
Finally, through bank statements, brokerage statements, other statements of securities holdings, certificates of deposit, and/or tax assessments and appraisal reports issued by third parties in order to verify assets, and a consumer report from at least one of the nationwide consumer reporting agencies to verify liabilities, including a written representation that all liabilities necessary to make a net worth determination for qualification are disclosed.
NLI is currently open to accredited investors only.
That generally means:You earned income that exceeded $200,000 (or $300,000 together with your spouse) in each of the prior two years, and reasonably expect the same for the current year, OR you have a net worth over $1 million, either alone or together with your spouse (excluding the value of your primary residence).
An NLI investor’s effective federal tax rate on distributions may be as low as 3.0% when a 90% return of capital (ROC) tax deferral is combined with the 20% rate reduction applicable to ordinary dividend distributions.
REIT distributions are taxed differently depending on whether they are assessed as ordinary income, capital gains, or return of capital. Distributions that would normally be treated as ordinary income may defer their tax liability by deducting real estate related expenses such as depreciation and amortization.
Not always. You must have excess money you will not need for several years. If you will need the funds in 5-10 years you should not invest in private real estate. Instead, look for a more suitable short-term investment.
Talk with your financial advisor, or reach out to us to see if this is the right investment for you.
One of the most significant downsides of real estate investing is that your investment is not liquid. In other words, you must commit your money for a period of years. It’s not like the stock market where you can trade in and out quickly.
Only consider making an investment if you can leave your funds invested for several years or decades.While this is a potential negative, this can also be a positive. The investment requires you to commit your money for years to come, not days.
As a result, you benefit more from compounding interest.
You will receive a K-1 tax form.
Distributions are completed electronically and sent to a U.S. bank account. We are also exploring an optional Crypto distribution method.
Acceptable methods for funding an investment are wire transfers and certified checks at this moment. We are in the process of accepting cryptocurrency as means of funding your investment.
Yes! If you have a self-directed retirement account, you may be able to invest through that account. Consult your investment custodian and tax advisor for details.
While we are targeting U.S. citizens as individual investors, non-U.S. citizens are able to access this fund through a U.S. domestic LLC.