What is an Accredited Investor?
According to the SEC, an accredited investor is an individual or entity that meets certain financial thresholds, allowing them to participate in investments that are not available to the general public. These criteria are designed to ensure that accredited investors have the knowledge and financial capability to handle the risks associated with these investments.
The SEC’s definition of an accredited investor includes the following qualifications:
Net Worth: An individual must have a net worth exceeding $1 million, either individually or jointly with their spouse or partner, excluding the value of their primary residence.
Income: An individual must have an income of at least $200,000 individually or $300,000 jointly with their spouse or partner in each of the past two years and a reasonable expectation of maintaining the same income level for the current year.
Diversifying Your Portfolio with Private Real Estate:
Private real estate investments can play a vital role in diversifying your investment portfolio. Real estate offers potential long-term appreciation, a reliable income stream, and the opportunity to hedge against market volatility. By including private real estate in your investment mix, you can potentially reduce risk and enhance overall portfolio performance.
Why Choose Prevail for Private Real Estate Investments?
Prevail understands the importance of diversification and offers exceptional opportunities for accredited investors looking to invest in private real estate. With a focus on thorough due diligence and a commitment to identifying high-potential real estate projects, Prevail provides access to carefully review investment options that align with your financial goals and risk tolerance.
Our team of experienced professionals is dedicated to guiding you through the investment process. We offer a range of investment vehicles, including syndications, funds, and joint ventures, to suit your individual preferences. At Prevail, we prioritize transparency, communication, and long-term relationships, ensuring that our investors feel supported and confident in their investment decisions.
Take the Next Step with Prevail:
Don’t miss out on the potential benefits of investing in private real estate as an accredited investor. Connect with our team at Prevail today to discuss how we can help you achieve your financial goals and diversify your portfolio. Visit our website at https://prevailiws.com/real-estate-strategies/ or contact us at 913-295-9500 / riseabove@prevailiws.com to schedule a consultation and learn more about the opportunities that await you.
Conclusion:
Understanding the definition of an accredited investor is key to accessing exclusive investment opportunities. By meeting the financial criteria established by the SEC, accredited investors gain the ability to explore investments beyond the traditional public markets. Prevail offers a range of private real estate investment options, backed by a dedicated team focused on your success. Take the next step toward diversification and connect with Prevail today.
Source: https://www.sec.gov/education/capitalraising/building-blocks/accredited-investor
Prevail Innovative Real Estate Opportunities, LLC., (PREO) is affiliated with Prevail Wealth Advisors, LLC (Prevail IWA) and Prevail Strategies LLC., because they are under common ownership and control. PREO was formed to provide real estate investment opportunities for high-net-worth investors looking for diversification. Prevail Wealth Advisors, LLC., is a federal registered investment advisor. Registration with any securities authority is not an endorsement of the services offered by the investment adviser. Fixed insurance products and services are offered through Prevail Strategies, LLC., a licensed insurance agency. Any investment by a Prevail IWA client into a PREO-sponsored real estate investment would be without the involvement of Prevail IWA and should not be seen as a recommendation by Prevail IWA. Additionally, Prevail IWA clients should realize that any capital they invest in a PREO-sponsored real estate investment would be completely outside of their advisory relationship with Prevail IWA and not part of their Prevail IWA account going forward. Finally, there are material differences between the type of investments PREO may offer and the investments on which Prevail IWA provides advice in terms of risk profile and liquidity, and the compensation PREO earns from a real estate project in which Prevail IWA clients invest may be materially different than the investment advisory fees Prevail IWA charges its clients.
An offer or solicitation to acquire interests in the investment may only be made by our Private Placement Memorandum (“Memorandum”) in accordance with the terms of all applicable security laws. All information contained herein is subject to and qualified by the contents of the Memorandum. Participation in any securities offering is limited to Accredited investors. Please call to obtain a copy. You must read it before investing. Past Performance is no guarantee of future results. An Offer to buy or sell any security is only made by our Private Placement Memorandum. Prevail Real Estate Opportunities, LLC., Prevail Innovative Wealth Advisors, LLC., and Prevail Strategies LLC., do not provide tax or legal advice. You should ask your CPA or tax professionals for decisions involving tax implications present and future.
This is not an offer to sell securities. This article should be construed as informational and not as an advertisement soliciting for any particular purpose.
