Jacob Grant Capital integrates property management, home services, and real estate investing - creating the best of the triad for their investors. At Jacob Grant Capital, you can experience the passive real estate investment you need to meet your future financial goals. Simply reach out and let us know you’re interested in partnering with us to begin your journey.

When investing with Jacob Grant Capital, you have the opportunity to invest in single-asset syndications and a diversified fund that includes single family homes, multi family homes, and apartment complexes.

It depends on the investment. Some of our investments are 506(b), which do not require you to be an Accredited Investor. Other investments are 506(c), which do require you to be an Accredited Investor. To learn more about becoming an Accredited Investor, click here.

Jacob Grant Capital offers both project specific syndications and a fund based on the asset and your goals as an investor. The Jacob Grant Capital team will work closely with you to ensure you are well informed about the investment you are making.

A Syndication is the pooling of investor money where the investor is typically a limited partner. The general partner puts the deal together and manages the business plan to provide a return for the benefit of all investors.

The risks are typical to all real estate investments: Asset Risk, Manager Risk, Economic and Local Market Risk, Over-Leverage Risk. We mitigate risk by targeting proven assets and markets, where the current owner is generating good cash flow (our due diligence includes auditing the trailing 12-month financials, bank records, and tax returns), partnering with a good lender, insurance company, and property manager, and staying on top of all of these team members to make sure they are doing their job to our standards. Lenders will not partner with us unless we have a good business plan, conservative underwriting (banks will underwrite the deal as well), have adequate insurance, and have an inspection completed by outside experts.

All investors receive access to their investor portal. Within this portal investors have access to investment details and relevant documents 24/7.

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

The minimum investment amounts may vary from one deal to another. A typical deal for accredited investors with Jacob Grant Capital would have a $50,000 minimum investment.

Begin by reaching out to start a conversation! We’ll keep you informed on when we have an investment available (you can view our current offerings here). We start the equity raise process with investors immediately and it runs concurrently to due diligence and the bank’s underwriting which takes about 5 weeks. Typically, investors reserve their spot in the first week. In the fifth week, investors review and sign the PPM and transfer funds to the escrow account. Then we close on the property 2-3 weeks later.

Distributions are made quarterly from available operating cash flow, and are automatically deposited into investors’ bank accounts. All investors will be notified of distributions, and are able to track their distribution history along with other documentation through their investment portal.

Real estate investments and syndications offer a number of tax advantages. To read more about the tax advantages of investing in real estate, check out this article.

We’ll provide our investors with email updates as follows:

• Project Updates: brief updates on our current and new projects
• Annual Financials: detailed financial results and distribution information
• Quarterly Distributions: distributions sent 15 days after the close of each quarter
• Tax Documents: A K-1 will be sent on or before March 15 annually

Additionally, we utilize investor management software, which will be your portal to access your investment portfolio, returns, documentation, and much more at any time.

Absolutely! We are able to process investments through a variety of self-directed retirement accounts. For more information you can read our article on how to Invest in Real Estate with your IRA.

Not at this time.

Yes! We perform cost segregation studies when applicable and advantageous to our investors.

Yes! We are personally invested in every one of our projects.

Economies ebb and flow, and will until the end of time. The worst thing we can do as real estate investors is sit on the sidelines and wait for the perfect buying opportunity. Even in the worst of economies, multi-family sectors have consistently proven to be a winner. We provide housing, a basic human need. The demand will never go away, and the demand for investors will remain simply because it is one of the safest investments you can make. The commercial multi-family market is only getting stronger in poor economies, as more people are pushed to rent. Our goal is to be strategic about buying and selling, which is completely in our hands.

The Private Placement Memorandum (PPM) is required by the SEC and describes the offering, risks, includes the partnership agreement, investment summary, and subscription agreement. It is a lengthy legal document (approx. 100 pages) prepared by a syndication attorney. The subscription agreement section includes basic information regarding purchase and percent of ownership. The risk section highlights just about every possible risk that exists.