The minimum investment per deal varies, but is typically $50,000 to $100,000. There is no maximum investment, however we suggest starting with a smaller investment amount if it is your first time.
Distributions for stabilized and semi-stabilized projects are typically made on a quarterly basis starting with the 1st or 2nd quarter after the investment is acquired. Although it is less frequent, on developments, or major redevelopments we will typically defer the distributions for several quarters until income has been stabilized enough to fully support quarterly distributions. Distributions are mailed out to your desired location or may be wired.
For a vast majority of our investments you will receive a K-1 form for each investment that you are involved in. Please communicate with your CPA or Tax Attorney for specific information regarding taxation.
For most of our projects, we target annual returns of 6-12% overall returns and IRR’s north of 15%. We have closed projects as low as 13% IRR and as high as 55% and 89 IRRs. Most investment’s average returns for investors in the mid to high teens. Returns will vary deal by deal, so please contact us to learn more about anticipated returns of a specific project.
Yes you can use your self-directed IRA or solo 401(k) to invest in our offerings. Contact your CPA for more details.
We do not advertise our open investment offerings online due to SEC regulations. If you would like to join our Investor Network to learn of any open investment opportunities please register below.
i. As an investor with Worth Avenue Real Estate Investments, you will primarily be in a passive ownership position. Our firm handles the asset management and in some cases the property management in-house. Our goal is to help create wealth through real estate passively.
In some cases where a substantial investment is made from an individual or institution there may be certain additional responsibilities or requirements. Please reach out to use for more information regarding making a substantial investment.
The short answer is no. Not every investment will require that you are an accredited investor. Many projects that we work on utilize the SEC exemption, Regulation D 506(b), which allows up to 35 non-accredited investors per offering. If you would like to find out more, please register below and we will reach out to you to discuss.