We advise global leaders on their most critical issues and opportunities: strategy, marketing, organization, operations, information technology.
FAQ
Popular Questions
- Once you’ve been given access to our portal, you will be required to verify your qualification status by filling out the Investor Questionnaire.
- Once your qualification status has been confirmed, you will be given access to the Offering Package that will include the Private Placement Memorandum (PPM) and supporting documents which may include, but not be limited to an Operating Agreement (OA) and Executive Summary.
- Sign the Subscription Agreement.
- Receive funding instructions and fund your investment through wire, ACH, or check.
- Once Bates Capital Group receives your funds, you will be given an Ownership Certificate evidencing your ownership of the securities subscribed to.
- Bates Capital will allocate the funds to the applicable commercial real estate project.
- If a Preferred Return is offered in offered in the investments, your Preferred Return will begin accruing and payment will be distributed pursuant to the terms of the PPM and the OA.
- You will receive investment updates for your investment periodically (depending on the fund).
- You will receive any major announcements via email or text as they arise.
Currently, our investments are typically structured through an LLC, but we may consider other structures in the future. As an investor, you will own a membership interest in the LLC. Through this structure, investors have direct ownership in the individual investments or assets in the Fund.
You can invest personally or with funds held through trusts, LLCs, LPs or corporations. In addition, you can invest through self-directed IRAs, self-directed eQRPs (Enhanced Qualified Retirement Plan aka Self-Directed Solo 401k Plan).
You can invest with cash or funds held through trusts, LLCs, LPs or corporations. In addition, you can invest through self-directed IRAs, self-directed eQRPs (Enhanced Qualified Retirement Plan aka Self-Directed Solo 401k Plan).
As with any investment, an investment with Bates Capital Group involves a certain degree of risk. In deciding whether to invest, you should carefully consider the risk factors that could have a material adverse effect on the value of the equity interest you purchase and could cause you to lose all or part of your initial purchase price or adversely affect future distributions you expect to receive. Refer to the lists of risks in any offering materials provided to you before investing.
Our equity interests are considered risky and speculative and are suitable for purchase only by investors of adequate financial means. If you cannot afford to lose all the money you plan to invest with Bates Capital Group, you should not invest.
Bates Capital Group will provide monthly updates to all investors. Updates will be provided via email. In addition, you will receive 1099 tax documents every year for the interest earned from your equity interests.
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