Accredited Investor Qualifications: According to the SEC Rule 501 of Regulation D, you qualify as an accredited investor if you meet at least one of the following criteria:

✔ Net Worth: Your net worth exceeds $1 million (excluding your primary residence), individually or jointly with a spouse or spousal equivalent.

✔ Income: You have earned $200,000+ annually (or $300,000+ with a spouse) for the past two years, with a reasonable expectation of continuing.

✔ Professional status: You hold Series 7, 65, or 82 securities licenses or other recognized financial designations.

✔ Entity Ownership or Leadership: You are a general partner, executive officer, or director of the company issuing the securities. 

For more details, please visit the SEC website: https://www.sec.gov/resources-small-businesses/capital-raising-building-blocks/accredited-investors 

A sophisticated investor is an individual who has sufficient financial knowledge and experience to evaluate investment opportunities and risks without needing the same protections as less experienced investors. 

Unlike accredited investors, sophisticated investors do not need to meet specific income or net worth thresholds but must demonstrate a strong understanding of financial and investment principles.

 In private real estate deals, they may qualify to invest under certain exemptions, such as Regulation D, Rule 506(b) of the SEC.

At Amorim Capital Partners, we raise capital under SEC Regulation D, utilizing two primary exemptions:

• 506(b): No public advertising; allows accredited investors and up to 35 sophisticated non-accredited investors. Sponsors must have a pre-existing relationship with all non-accredited investors. Self-certification is allowed for accreditation.
• 506(c): Public marketing is allowed, but only accredited investors can participate. Investors must provide third-party verification to confirm accreditation.

A Private Placement Memorandum (PPM) is a legal disclosure document that provides essential details about an investment opportunity. It includes:

✔ Investment Overview – Projected returns, potential risks, and business strategy.
✔ Fee Structure – Breakdown of management fees, profit splits, and other costs.
✔ Investor Responsibilities – Rights, obligations, and limitations of investors.
✔ Regulatory Compliance – Adherence to SEC regulations to ensure transparency and informed decision-making.

The PPM serves to protect both investors and sponsors by outlining all material aspects of the investment.

Investing as a Limited Partner (LP) in multifamily real estate offers potential tax benefits, including:

✔ Depreciation & Cost Segregation – Reduces taxable income through property depreciation.
✔ Pass-Through Taxation – Income and losses pass directly to investors, avoiding double taxation.
✔ Capital Gains Treatment – Long-term investments may qualify for lower capital gains tax rates.
✔ 1031 Exchange Eligibility – Potential to defer capital gains taxes by reinvesting in similar properties.

•  As a partner in the LLC that acquires our properties, you will receive a Schedule K-1 each year for tax reporting.
•  This form details your share of the partnership’s income, gains, losses, deductions, and credits. 
• Since LLCs and LPs are pass-through entities, they do not pay taxes at the entity level. Instead, profits and tax benefits are passed directly to investors, who report them on their personal tax returns.
•  K-1s are typically issued by March or April to assist with tax filing. 
• For more details, please visit the IRS website: https://www.irs.gov/forms-pubs/about-form-1065.

Yes! As an investor, you will receive regular updates, including:

✔ Quarterly Reports – Detailed financial and operational updates.
✔ Annual Tax Documents – K-1 forms for tax filings.
✔ Ongoing Communications – Updates on renovations, occupancy rates, and distribution schedules.

We prioritize transparency and keep our investors informed throughout the investment lifecycle.