DiversyFund Growth REIT FAQ

DiversyFund Growth REIT FAQs

 

What is the DiversyFund Growth REIT?

The DiversyFund Growth REIT is a diversified portfolio of value-add multi-family real estate properties that allows everyday investors to build wealth like the 1%.

What is your investment strategy?

Our Growth REIT will be focusing on value-add multi-family assets with existing cash flows. Our strategy is to focus on multi-family properties between 20-200 units. 

Our Growth REIT focuses on targeting markets across the US that have economic indicators showing strong population and job growth and other dynamics that favor multifamily assets. 

What do I own if I invest?

Our investors are co-owners and investment partners with us and own a percentage of the REIT’s commercial real estate portfolio.

What tax documents do I receive?

Our DiversyFund Growth REIT investors receive a 1099 form.

What is the difference between a REIT and a real estate fund?

A REIT and a Real Estate Fund are very similar for the most part.  They both invest in a diversified portfolio of real estate assets. The major difference is that a REIT gives an investor a 1099 tax form and a Fund gives an investor a K-1, which costs more to process. Also, if a REIT is publicly traded in the stock market, the investor is typically paying a huge premium for liquidity, which leads to historically lower returns for the investor compared to a private REIT like ours.

What happens to an investment if the investor passes away?

If an investor passes away, their investment will be subject to the relevant state laws for asset transfer at death, such as a will or state probate when no will exists.

I’m ready to invest. What is the investment process?

The process is very simple and takes about 5 minutes online.
– First, log in to your dashboard at diversyfund.com and select the investment.
– Fill out the questions and e-sign your investment documents and enter your banking information for the ACH process.
– Once you’re finished, you’ll receive an email confirming your paperwork is finished and outlining next steps.

Can I Invest Through an IRA or 401k (retirement accounts)?

Yes.  You will need to set up a “Self Directed” IRA first if you don’t already have one.  If you already have a Self Directed IRA set up, then please send us your IRA Custodian’s investment authorization form so that we can fill it out for you to sign.

Setting Up New Self Directed IRA

If you need to set up a Self Directed IRA, we have several preferred providers with low fees and excellent customer service. The new provider will help you roll over your existing IRA or 401k funds to your new Self Directed IRA, which will take about 5-7 business days.

How do I fund this investment?

Investments can be made through ACH deposits and wire transfers. Almost all bank accounts will allow for wire transfers to be made.