What is an Accredited Investor? Unlocking Real Estate Opportunities
Hello, forward-thinking investor! If you’re exploring high-yield real estate ventures like our 506(c) fund at Lokosee Capital, you’ve likely heard the term “accredited investor.” This status opens doors to exclusive investments, such as our distressed multi-family properties and mortgage notes. But why isn’t everyone tapping into this? Let’s break down what an accredited investor is, how it unlocks opportunities, and how we can help you qualify—all in a quick 5-minute read.
What is an Accredited Investor?
An accredited investor, as defined by the SEC, is someone who meets specific financial criteria, allowing them to invest in private offerings like real estate funds or private equity. To qualify, you must have:
Income: An individual income of $200,000+ (or $300,000+ joint with a spouse) for the last two years, with an expectation of the same in the current year.
Net Worth: A net worth exceeding $1 million (excluding your primary residence), alone or with a spouse.
Professional Credentials: Certain licenses (e.g., Series 7, 65, or 82) or being a knowledgeable employee of a private fund can also qualify.
This status lets you invest in opportunities like our fund, targeting 12-15% annual returns, but if you’re not accredited yet, Lokosee Capital can guide you toward qualification—consult your financial advisor for eligibility.
Why Isn’t Everyone Tapping Into This?
Becoming an accredited investor sounds straightforward, but it requires financial planning expertise, strategic wealth-building, and regulatory know-how. Here’s why it’s not a snap:
Financial Planning Expertise: Meeting income or net worth thresholds takes careful asset management.
Strategic Wealth-Building:
Growing your net worth to $1 million often requires real estate or investment strategies, which demand market insight.
At Lokosee Capital, we not only work with accredited investors but also help aspiring ones achieve this status through tailored guidance.
Why Accredited Investor Status Matters
Here’s how accreditation unlocks opportunities:
Access Exclusive Deals: Invest in private funds like ours, targeting high-yield assets unavailable to non-accredited investors.
Target Returns: Targeted returns of 12%-15%
Diversification: Spread risk across assets like multi-family properties or notes, reducing volatility.
Tax Advantages: When applicable, strategies like cost segregation boost after-tax returns.
Our 506(c) fund leverages these benefits, but accreditation isn’t automatic—consult your financial advisor to confirm or explore qualification steps with us.
Why a Fund Simplifies It
Investing as an accredited investor solo is complex—sourcing deals, managing assets, and ensuring compliance demand expertise. Our 506(c) fund at Lokosee Capital makes it seamless, using our industry connections to deliver passive returns. If you’re not yet accredited, we can guide you toward meeting the criteria with professional support.
Things to Keep in Mind
Private investments carry risks—market shifts or illiquidity can impact gains. Accreditation and due diligence are critical.
Disclaimer: This content is for informational purposes only. Consult your financial advisor or tax professional to ensure this investment and accreditation process align with your goals.
Ready to Unlock Exclusive Opportunities?
Accredited investor status opens doors to real estate wealth, but it takes expertise to get there. At Lokosee Capital, we’re dedicated to helping investors qualify and thrive.
Curious about our fund or becoming accredited? Contact Lynn Horner, VP of Marketing, at 407-490-1034
Email Lynn@lokoseecapital.com
Or visit www.lokoseecapital.com
