Frequently Asked Questions

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Accredited Investors

How do I get started as an Investor with Equity Connect?

The entire account creation and investment process are completed online via the Equity Connect website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.

What type of accounts can I invest through?
The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.
Can I invest through my IRA?
The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.
What is a K-1?
As a partner in the LLC that purchases the properties, you will receive 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.
When will the K-1 be available to investors?
Our goal is to finalize all K-1s by March 31st, however, we do rely on outside reporting and may 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.
Am I an accredited investor?

An accredited investor, in the context of a natural person, includes anyone who:

  • earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR
  • has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence)

On the income test, the person must satisfy the thresholds for the three years consistently either alone or with a spouse, and cannot, for example, satisfy one year based on individual income and the next two years based on joint income with a spouse. The only exception is if a person is married within this period, in which case the person may satisfy the threshold on the basis of joint income for the years during which the person was married and on the basis of individual income for the other years.

In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:

  • any trust, with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person, or
  • any entity in which all of the equity owners are accredited investors.

In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

Do I have to be an accredited investor to invest?
The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.
Am I an accredited investor?
The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.
Do I have to be an accredited investor to invest?

The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.

Can I invest if I live in another state?

The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.

How long is the term of the fund?

The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.

What happens if Grant passes away?

The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.

How much of Grant's own money is he putting in?

The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.

Why is the IRR only 15%?

The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.

When should you expect your first distribution?

The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.

What is the difference between this and a reit?

The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.

What are the risks involved?

The entire account creation and investment process are completed online via the Cardone Capital website. You will be prompted to provide or verify any required information, as well as make the necessary acknowledgments electronically.

*Investing involves risk, including loss of principal. Past performance does not guarantee or indicate future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Equity Connect nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about investment objectives, risks, fees, and expenses. Prospective investors should consult with a tax or legal adviser before making any investment decision.