What is the minimum investment?
The minimum investment is typically only $25,000.
Who can invest with Greystone?

Both accredited investors and non-accredited investors can participate and have ownership in a multifamily Greystone real estate deal.
We like to engage with our property investors first, build a relationship, and present them with sufficient educational information to elevate their understanding of the rewards and risks involved in passive real estate investments.
Accreditation status will be verified upon commitment to an offering. An accredited investor is a term used by the U.S. Securities and Exchange Commission (SEC). In order to qualify as accredited, an investor must accomplish at least one of the following:

Earn an individual income of more than $200,000 per year, or a joint spousal income of more than $300,000 per year, in each of the last two years and expect to reasonably maintain the same level of income;

Have a net worth exceeding $1 million, either individually or jointly with his or her spouse (excluding the primary residence);

Be a bank, insurance company, registered investment company, business development company, or small business investment company;

Be a general partner, executive officer, director or a related combination thereof for the issuer of a security being offered;

Be a business in which all the equity owners are accredited investors. Be an employee benefit plan, a trust, charitable organization, partnership, or company with total assets in excess of $5 million.

Can I invest with my IRA or other retirement accounts?

Yes! Investing with self-directed retirement accounts is a popular way to participate with Greystone real estate investments. 

This is one of the most popular real estate investing questions we get from serious investors who want to find high yield real estate investments, and minimize their tax bills.

When can I invest?

We are continually analyzing new deals. The vast majority of these deals are passed on because they don't meet our criteria or the seller disagrees with our offer. We maintain our conservative vetting criteria and keep looking. Once we find and secure an optimal investment opportunity, we send you an email notification. So, please be sure to join our Investor List.

What markets do you focus on?
We currently focus on investing in apartment buildings located in the Chicagoland area and Midwest. We may also partner with experienced operators that we trust to provide market insight in other areas with sustained growth.
How does Greystone make money?

This is one of the most important real estate investing questions when vetting real estate investment firms. Greystone makes money from the real estate we own with our investors. This includes rental income & profits from the sale of properties.

What types of property can I invest in?
Greystone purchases multifamily real estate, typically apartment complexes with at least 20 units or more. For each opportunity that becomes available, an investor memorandum will be created to describe each investment in great detail.
What is an offering?

Offering is the term used to define the process in which a private or public company offers securities for sale. The term 'offering' may be synonymous with 'deal' or 'investment opportunity'. Greystone's offerings will be found on the Investor page.

What are the fees?
Each deal will have unique deal-level fees like an acquisition fee (1% to 2% typically) and an asset management fee (2% typically) which are standard in the industry. The Greystone investment platform does not charge any fees to view these investments. We built the platform to enable the growth of our partnerships; therefore it is a value-add service to our business model- take advantage of the amazing opportunities!
What is a security?

A security is what you own when you invest in the stock market. It is the share of ownership in a company, which is what you own when investing with Greystone. You typically own a percentage interest of the company that owns the property.

What return can I expect on my investment?

This is one of the most common real estate investing questions we receive. While each property investment opportunity may be different, Greystone real estate typically aims to deliver our partners double digit overall returns. That is returns in excess of 10% per year. Each investment opportunity will include financial projections prepared by Greystone, which are based upon our expertise and educated assumptions. While we like to provide conservative projections, it is required that each investor understands that past performance does not indicate nor guarantee future results.

What are the risks?

Much like any investment, property investments involve certain known and unknown risks, uncertainties, and other factors and there is no guarantee of performance. It is Greystone’s requirement that each investor acknowledges and understands these risks and factors.

Learn more about the RISKS OF INVESTING

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When and how do I get my invested capital back?

Finding high return real estate investments is second to the more important of real estate investing questions; when do you get your capital returned? Greystone defines a targeted hold period for each investment. This indicates the amount of time you should anticipate it will take to receive your principal investment back. The hold period is not guaranteed due to several different factors including an ever-changing economy and the unpredictable fashion in which opportunities may present themselves. It is Greystone’s job to make decisions to optimize each investment. A popular way for investors to receive their principal investment back is through the sale of the properties or a refinance loan, which typically happens after 3 to 7 years.

Can I physically see the properties I invest in?
All of the details for each property is made available to view online and you are also welcome to visit the property onsite.
What documents need to be signed?

Each offering will have an Investment Agreement. This document will be signed online during our easy 5-step investment process.

How often will I receive income from my investment?
Greystone disburses earnings to our partners on a quarterly basis.
How do I receive updates on my investments?
As our partner, you will receive regular communication from us. You can review financial statements & performance updates at least once per quarter, all online through your investor dashboard.
How do I pay taxes on profit from my investment?

Our investors receive a Form K-1. You simply forward this document to your accountant or tax professional, and it's as simple as that. The Form K-1 will report your taxable income from the investment.

Can I sell my ownership?
While there is no public market to sell your ownership, it is still possible. Greystone must approve each sale and Greystone also holds a first right of refusal to purchase any ownership that is for sale. If Greystone chooses not to purchase your ownership, then we can assist in matching a prospective buyer within the private network to help facilitate the sale. These transactions are subject to certain guidelines under the Securities Act of 1933. Please refer to the offering documents and your legal counsel if you chose to sell your securities with Greystone, legal and accounting costs may be associated with a sale.
What should I expect as an investor?
Once you join our investor list, we set up a call to ask any questions and get to know each other. We go over our investment criteria to assure our goals of capital preservation and optimal returns.
What is an emerging market?

An emerging market is a market that is beginning to display characteristics of a developed market but is not quite there yet. This provides an opportunity to take advantage of the growth expected to come over the subsequent years. Some indicators that we consider when looking at emerging markets include:

-Economic growth
-Job growth
-Property and rent growth
-Net migration (number of people moving into the area)
-Political stability

What tax documents should I expect to receive?
You will receive a K-1 (issued from our fund-level CPA) at the end of each year. You will be able to access and download these from the investor portal.
Does any depreciation or losses get passed through to the investor?

Yes! Any depreciation or losses will get passed through to investors based on the number of shares you own.

For every asset that we purchase, we typically hire a third party to perform cost segregation studies to help pass along any bonus or accelerated depreciation.

This is also one of those real estate investing questions that you want to pose to your personal tax professionals.

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