You ask, we answer
What our investors are asking
We have:
➔ 40 Years in the industry
➔ ~$1B in AUM (Assets Under Management)
➔ 80,000+ Real Estate Transactions
➔ 10 Offices across the state of Florida, and expanding
➔ 1,400 Real Estate Professionals
Each investment deal is different, but most of our offerings have a 5 – 7-year investment
horizon.
While in some cases we do have investment opportunities for “sophisticated investors”,
you do have to be an accredited investor to invest with us. You must have an annual
income exceeding $200,000, or $300,000 in joint income with your partner, for the last
two years with the expectation of earning the same or higher in the current year. Or, you
have a net worth exceeding $1 million, either individually or jointly with your partner. Also,
an entity is an accredited investor if it is a private business development company or an
organization with assets exceeding $5 million. If an entity consists of equity owners who
are accredited investors, the entity itself is an accredited investor. However, an
organization cannot be formed with the sole purpose of purchasing specific securities.
Get in touch with us to discuss your personal situation.
Yes, you can. Please consult with your CPA or Attorney.
We intend to do cash flow distributions quarterly.
All of our investments are private offerings registered with the Securities and Exchange Commission (SEC), an independent agency of the United States federal government that regulates and watches over the interests of Limited and General Partners.
When you invest with us, you will receive three main documents that will make up the “Subscription Offering Package”:
Private Placement Memorandum (PPM): This is the final, formal investment offering
document entailing all of the details involved with the investment and what the business plan for that particular asset is.
Operating Agreement of the entity you will be investing in, alongside us.
Subscription Agreement: This is your actual, formal subscription to the investment.
The Schedule K-1 is an Internal Revenue Service (IRS) tax form issued by us annually (by March 31st) for an investment in a partnership.
The purpose of the Schedule K-1 is to report each partner’s share of the partnership’s earnings, losses, deductions, and credits. This is the best proof that by investing with us you are becoming an actual part-owner in the real estate itself, meaning your investment is fully backed by a real asset and you get all the benefits of actually owning real estate yourself, without operational involvement.
TI projections are based on different variables including: All the data we aggregate on our
current and historical portfolio, comparable assets nearby the area, as well as all the units
in the property we tour with our Property Management team and preliminary interviews
we have with the tenants.
Typically, our strategic approach is not to give TI allowances for square footage, but instead give rent abatements.
Triple Net “NNN” leases include: Rent + Common Area Expenses (Real Estate Taxes and
Insurance). The CAM (Common Area Maintenance) considers any expense that the
property incurs for the proper maintenance of common areas. This expense is then
divided by the square footage of the property and each tenant pays their portion
according to the percentage they occupy. At the beginning of the year, a budget of the
projected operating expenses is made for the coming year, and at the end of that year a
reconciliation is made (projected vs. actual). Any inconsistency must be charged to each
tenant accordingly.
We conduct a thorough Due Diligence process that includes multiple stages, including but
not limited to:
Property Condition Assessment Reports:
Includes conclusions and recommendations pertaining to the unforeseeable costs,
financial liabilities, and acquisition risks about the site. Moreover, PCA Reports entail a
comprehensive inspection of a site and note any defects that may affect property value.
These reports also conform to an official standard, set forth by the American Society for
Testing and Materials (ASTM).
Environmental Reports:
Involves the assessment of known, potential, and contingent environmental liabilities and
obligations associated with a parcel of a property we are looking to acquire.
Environmental due diligence tends to focus on:
1. Known or potential soil or groundwater contamination beneath the property from
current and historic uses.
2. The potential for contamination to migrate to the property to be acquired from
offsite locations
3. The risk that hazardous soil vapors might intrude into onsite buildings from
subsurface contamination.
4. The presence of hazardous building materials, including asbestos and lead-based
paints, in onsite structures.
5. Compliance with environmental requirements.
Click here to access a dedicated break down of the typical disposition fees in every deal.
We reconcile internally every single month. As an investor you will have 24/7 access to
your investment platform where you will be able to visualize and download absolutely
everything you wish, as well as having access to the bank accounts, which would give you
the option to audit at your own discretion and cost without a problem.
We do. We are real estate experts; we have been for 40 years, and that is precisely the most
valuable component we bring to each deal.
When family offices, private equity and investment funds approach us to co-invest together,
they understand that by allowing us to execute each investment without any involvement,
we are able to really maximize each and every one of our assets, seek for creative ways to
find solutions, and provide superior risk-adjusted returns for our investors.
While you will have complete access and visibility to what is happening, Avanti has sole
decision making capabilities and fully-controls each investment.