Add True Value Properties  is a private, real estate investment firm. We help clients achieve superior risk-adjusted returns through the acquisition of mainly multifamily apartment complexes nationwide. ATVP is financed by accredited investors seeking a combination of strong cash flow and equity growth. We purchase the asset with a very specific set of criteria – manage them effectively and efficiently – and distribute cash flow to investors.

Yes! We can process investments through a variety of self-directed retirement accounts.

Depending on the offering, we may be able to accept 1031 exchange funds, but typically only for $1M+ investments given the added complexity and legal expense associated with structuring a deal in this way.

Some offerings are 506c which require you to be an Accredited Investor, others are 506b. Click here for more information about what it takes to become an Accredited Investor.

K-1s will be uploaded to your profile in the investor portal, where they are conveniently available for download. Our goal is to deliver K-1s on, or before, the deadline of 3/15 each year.

Add True Value Properties offers investors the opportunity to invest in single or more asset offerings of apartment complexes. When you buy shares in one of our offerings, you become a direct equity owner of the LLC that owns the properties.

Investors will receive access to their investor portal where they can review their investment details and relevant documents at any time. Investors will also receive quarterly update emails with high level financial overview benchmarked against our performance targets along with detailed, property specific updates.

At this time it will be specific syndications based on the asset and your goals as an investor. Each raise will specify both the asset type and the investment type to ensure you are well informed about the investment you are making.

Yes! We typically perform cost segregation studies on all of our assets, allowing investors to benefit from bonus and accelerated depreciation.

Real estate investments and syndications offer a number of tax advantages. To fully cover these implications, Brandon Turner interviewed Amanda Han and Matt MacFarland from Keystone CPA. Amanda and Matt specialize in tax strategies for real estate investors. You can watch the full interview here.

As a partner in the LLC that purchases the properties, you will receive a K-1. A K-1 is a tax form used by partnerships to provide investors with detailed information on their share of a partnership’s taxable income. Partnerships are generally not subject to federal or state income tax, but instead issue a K-1 to each investor to report his or her share of the partnership’s income, gains, losses, deductions and credits. The K-1s are provided to investors on an annual basis so that each investor can include K-1 amounts on his or her tax return.

An accredited investor, in the context of a natural person, includes anyone who:

• earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR

• has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:

• any trust, with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person, OR

• any entity in which all of the equity owners are accredited investors.

In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

Distributions are planned quarterly.

A Sophisticated Investor doesn’t meet the requirements of an Accredited Investor but they have investor experience. This could mean the person believes they have sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

Investor funds are used for the total acquisition cost of the property. This includes but is not limited to the down payment for the actual purchase of the property, acquisition fees, legal and transaction costs, capital improvements, and reserves.

Absolutely! Investors are allowed to visit the property before investing and during the life of the project. If you provide sufficient notice, we will personally be there to show you around and answer any questions.