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Who We Are
Our Core Values
01
HAVING INTEGRITY
In everything we do, we want to do it with integrity. We believe how you do one thing is how you do everything.
02
POSITIVE INTENTIONS
Everyday, we set forth with positive intentions to surround ourselves with good people and to continue to acquire great communities.
03
FULL TRANSPARENCY
At Momentum Multifamily we believe in radical transparency with our investors, partners & employees.
04
COMPLETE HONESTY
We believe in being completely honest with our investors and transparent with everything that we do.
05
MAINTAINING HUMILITY
Humility is key to creating a culture that empowers everyone to be the best version of themselves on a daily basis.
Our investors are our family.
Great Team, Great Management, Great Deals and providing tons of learning lessons and education.
- Marcel R.
"
At Momentum Multifamily we believe in long term relationships. We care about the people we work with and strive to create an empowered community of investors.
Service
We are in this together every step of the way. Our mission to to create lasting relationships.
Communication
Our goal is to provide investors with all the information they need to be up to date on their investments.
Quality
We are focused on buying quality assets, in quality locations with quality people.
Investment Strategy
What is Momentum Multifamily's investment strategy?
We aim to find under-appreciated multifamily properties, obtain non-recourse financing, improve operating performance, generate cash flow (aka: “mailbox money”) for our investors, and earn appreciation over a holding period.
What is the typical investment structure?
We typically create single asset LLCs with Momentum Multifamily acting as the asset manager. Investors receive distribution payments via check. While the distribution amount may fluctuate depending on the asset’s performance, adjustments are made on a quarterly basis, or as necessary.
What is the minimum required to invest?
What criteria do I need to meet as a investor?
AND/OR
– Investor is comfortable with a $50,000 minimum investment.
– Investor has access to a CPA and attorney to advise on investments of this nature.
Investment Specifics
What is a K-1?
A K-1 is a tax form used by partnerships to provide investors with detailed information on their share of a partnership’s taxable income. Partnerships are generally not subject to federal or state income tax, but instead issue a K-1 to each investor to report his or her share of the partnership’s income, gains, losses, deductions and credits. The K-1s are provided to investors on an annual basis so that each investor can include K-1 amounts on his or her tax return.
Will I receive a K-1 for my Momentum Multifamily investments?
Depending on which investments you own in your portfolio, you may receive a Schedule K-1, K-1 information, or substitute K-1 (hereafter collectively referred to as K-1), a Form 1099-DIV or both. For more information, please see the relevant Momentum Multifamily Offering Circulars when they become available.
When will K-1s be available to investors?
Our goal is to finalize all K-1s by March 15th, however, some funds may rely on outside reporting, or require additional time to furnish the forms in a way that is to the investor’s best advantage. Accordingly, you may be required to obtain one or more extensions for filing federal, state and local tax returns.
How does a K-1 differ from a Form 1099-DIV?
Generally, investors that receive a Form 1099-DIV recognize dividend income equal to cash distributions received. Ordinary dividends are typically treated as ordinary income for tax purposes. When an investor receives a K-1, he or she will recognize their portion of the taxable income from the partnership but typically will not pay tax on their cash distributions. The taxable income allocated to each investor may include ordinary income, dividend income, interest income, rental real estate income, or otherwise. This income retains the same character as it had in the partnership, and should be reported on each investor’s federal tax return. Please consult your tax advisor for additional information.
Frequently Asked Questions
How it works
Investment Terms
FAQs
Want to learn the language of commercial real estate? View the most common terms.
Have questions? Check out our frequently asked questions to find some answers.
Learn about our simple process to get started investing in quality multifamily assets.