An accredited investor is an individual who meets specific requirements regarding net worth and income according to SEC regulations. These regulations ensure proper protection for all investors.
To be an accredited investor, you must satisfy at least one of the following:
1. Your annual income has been $200,000+, for the past two years and you have the expectation of reaching the same income level this year.
2. Your joint income with your spouse has been $300,000+ for the past two years and you have the expectation of reaching the same income level this year.
3. Your individual net worth (or joint net worth with your spouse) exceeds $1,000,000, excluding your primary residence.
Investor accreditation requirements will depend solely upon our offering, but in general you are not required to be an accredited investor to invest in our offerings.
A sophisticated investor is one who is considered to have knowledge and experience that makes them eligible for certain investment opportunities.
To be be notified on our investment opportunities you must be placed on our investor email list. If you are looking to be on our investor list, please complete the investment form here: https://www.oliverfernandez.com/invest
For each investment opportunity open to our investors, you will receive an email notification from us announcing the offering. In most cases we will host a webinar to provide you with more information regarding the investment offering.
The minimum investment is dependent upon the offering, and can vary for each offering. Typically, our average investor will invest $250,000 and the minimum investment amount is $75,000 per offering. Investments will be accepted on a first come first serve basis.
As an investor you will receive distributions throughout the hold time of the asset along with a return on your investment upon sale. These returns will vary from project to project, so, please contact us at [email protected] for more specific information regarding total returns. To review the returns on our recently closed acquisitions please visit: https://oliverfernandez.com/sold-acquisitions/
This will vary depending on the project. The distribution schedule will be outlined within the investment offering. In general, we offer monthly distributions to our investors.
Upon investing with Oliver and his team, you can expect to receive monthly investor reports that will update you on the performance of the project with financial data, and a summary discussing the execution of our business plan.