Momentum Multifamily
Full-Cycle Case Study Ft. Rob Beardsley
Featured Presentation: This is Part-3 of a 3 part series where we look at the entire life cycle of a deal. Part-1: How To Evaluate & Buy...
Resources
Tools & resources to empower you on your journey
Empowering investors.
Tools & resources to help you make more informed investment decisions.
Our goal is to help you meet yours and in order to do so, we've compiled a number of helpful resources to aid you in your investment journey. Navigating multifamily assets is a complex process and we want to be your guide along the way.
Featured articles
June 20, 2021
More than 17,000 multifamily units are under construction across the Houston metropolitan area, which ranks seventh in the country for supply underway.
May 27, 2021
Curious how to qualify as a real estate professional and take advantage of the tax benefits that come along with it? Hear from Kristy Siple of KLS CPA on how to do just that!
Investor Tools & Resources
Below are some resources that we have available
for investors to explore. Feel free to see what we have to offer below.
01
MULTIFAMILY 101
Your guide to getting started investing in multifamily assets. This eBook will take you through the ins and outs of multifamily.
04
MM PITCH DECK
Get to know us a little better. We have put together a pitch deck that gives you more details about our company.
02
MULTIFAMILY TERMS
Want to speak the language of commercial real estate? This guide will provide you with all of the most common terms in the industry.
05
MARKET DEMOGRAPHICS
This tool helps you see critical key performance indicators for the markets that you are interested in.
03
CAP RATE CALCULATOR
Understanding cap rates is vital to being competitive in a market. Our calculator helps you understand common rates for major metros.
06
INCOME, EXPENSES & NOI
This tool helps you identify potential risks in the business plan of an investment opportunity.
Knowledge Is Power
Our goal is to create a community of empowered investors. We believe in leveraging our experience to guide investors along the way.
Below are some of the benefits that we have to offer investors that are looking to continue their education process.
+ Tools & Resources
+ Networking Opportunities
+ Interactive Investor Community
+ Educational Events
+ Much More
EXCLUSIVE OPPORTUNITIES
Our investment platform allows everyday investors to gain access to exclusive investment opportunities. We focus on acquiring institutional quality assets in thriving markets.
COMPLETE TRANSPARENCY
We believe communication is key. You deserve to know how your investment opportunity is performing and that's why we are with you every step of the way.
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.