Investing

THREE STEPS TO BECOMING AN INVESTMENT PARTNER

Step 1

ARE YOU ACCREDITED?

If you’re not sure, review the SEC definition in step 1 below.

Step 2

SUBMIT A FORM

Once you complete the form in step 2 below, we will review your goals and form a compliant relationship.

Step 3

GET INFORMATION

We will add you to our investor list. Be sure to complete step 3 below and signup for our newsletter.

Becoming An Investment Partner 1,2,3

AS A REGULATED INVESTMENT PLATFORM, WE ARE REQUIRED TO LEARN MORE ABOUT YOU

1

ARE YOU ACCREDITED?

SEC Rule 501 of Regulation D defines accredited investors as someone that meets one of the following criteria:

  • You have an individual income of more than $200,000 per year in each of the last two years and expect to maintain the same level of income in the current year.
  • You and your spouse jointly have an income of $300,000 per year in each of the last two years and expect to maintain the same level of income in the current year.
  • You have a net worth exceeding $1M, excluding your primary residence, either individually or jointly with your spouse.
  • You invest on behalf of an entity with at least $5M in assets or a business in which all the equity owners are accredited investors.

2

SUBMIT A FORM

As a regulated investment platform, we are required to learn more about you.

Investor Form
ARE YOU A FOREIGN INVESTOR? READ OUR FOREIGN INVESTOR POLICY.

3

GET INFORMATION

ODL Group will add you to our investor list and send you opportunities as they become available. Now you can enjoy the benefits of multifamily investing, knowing our team will be here to support you throughout the investment process.

In the meantime, subscribe to our newsletter for our company news and updates.

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ODL Group is a nationally recognized real estate investment, development and management company with a demonstrated history of acquiring and developing apartment communities across the country and creating value for its investors, residents and employees.

Frenchman villa estate

Jensen Beach, FL

Scheduled Completion 2023 November

Investor FAQ

FAQS AND FREQUENTLY ASKED QUESTIONS

ODL Group aims for at least one deal per quarter, but it is solely market-driven.

ODL has hosted annual shareholder meetings in the past. ODL does plan to host future shareholder events (i.e., meetings, events, Zoom calls, etc.).

ODL Group will work with investors to find another investor to sell shares to, but ODL does not advise either party as to price, terms, etc. Investors are responsible for arranging the deal between themselves and the buyer. ODL only prepares the documents for the transfer of interest. It is important to note that the buyer must be an accredited investor.

ODL can produce a statement upon request. The FMV statement will be uploaded to an investor’s portal, which the investor can then send securely to their designated IRA platform.
ODL constantly evaluates the markets in which it operates to determine when it is best to refinance or sell. The five- or ten-year timeline presented in the business plan is representative of what MC expects regarding the property’s performance. If market conditions change, MC will make the appropriate decision at that time which may cause the hold period to be shorter or longer than the initial business plan intended.
There is no tax due from cash-out refinance proceeds. Taxes are deferred upon the sale of the asset.
The preferred return is accrued and paid only from the operating income. If operating income is insufficient to pay the preferred return, it is accrued and paid first when income is available. There is no distribution to the General Partner (GP) unless the Limited Partner (LP) is current on the preferred return payments.
The distributions from operations are classified as ordinary income, depending on several factors as determined by the CPA at the end of each tax year. The income is sheltered by the depreciation losses passed through to the investors so investors will incur net losses for tax purposes.
There are many factors that affect the annual tax outcome, and ODL is not able to provide investors with individual estimates. An investor may consult with their CPA for an estimate using the deal Sources and Uses and Financial Projections provided in the Business Plan.
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