(630) 229-2383 [email protected]

How It Works

We help you create passive real estate income like the wealthy.

Target Markets

Currently we focus on opportunities in the southeastern United States, most notably North Carolina, South Carolina, Florida, Texas, and the submarkets within. However, we actively review the United States as a whole on a quarterly basis to identify new and possible emerging markets.

How To Get Started

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1. Sign Up

The first step to invest with Trier Capital is to fill out our Interest Form.

2. Connect

We’ll discuss your goals and find the best investments for you to help you meet those goals.

3. Invest

We’ll help you understand every step of the process of investing with us.

4. Enjoy

Sit back, relax, and receive quarterly cash flow payments from your passive investments.

Our Buying Criteria

What We Look For

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Highly-developed cities with access to major airport and transportation routes

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Attractive job diversity among government, public, and private employers in a variety of industries

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Existing and/or increasing population growth among the 25 to 45 year old segment

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markets where there is demand for apartments and stable rents

Target Markets

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Southeastern U.S. (primarily NC, SC, FL, TX)

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Nationwide growth markets

Asset Type

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C to B class multi-family properties

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Prefer B class in A market and C+ class in B market opportunities

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Will review distressed C class deals in markets with populations over 25,000 people

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Minimum 100+ units

Financials

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$1 – $10 Million USD purchase price

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Minimum 7% CAP rate

Occupancy

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Prefer stabilized properties with minimum 85% occupancy

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Will consider lower occupancy if property is well located and has value-add upside

General Criteria

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Potential high yield income streams

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20% below replacement cost

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Cash equity – “all cash” or “Cash to existing debt”

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Value-add opportunities sought

Target Returns

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All investment returns vary based on the individual property.

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Minimum $25,000 investment (some opportunities higher)

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3-5 year hold period

Deal Structure

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70-75% load to value of long-term debt used to purchase

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70/30 (LG/GP) split on equity gain at exit

Investor FAQ

Can I invest even if I am not accredited?
YES!!! Trier Capital offers investment opportunities for accredited and sophisticated non-accredited investors. Due to SEC guidelines, we only publish Accredited investor projects on our website.

If you are non-accredited and would like to learn more about our investment projects, please fill out our investor application and we will contact you when we have non-accredited opportunities.

How do I get started?

You can get started as an investor with Trier Capital by completing our online investor application.

What kind of properties do you invest in?

We currently solely invest in multi-family apartment buildings, one of the most recession proof segments of the Real Estate Market, particularly with the United States population continuing to grow. Even with the continued advancements in online marketing (particularly Amazon) and “work from home” which threatens the retail and office markets, people will always need to live somewhere. Within this segment, we focus on B+ to C+ class multi-family properties and prefer B class in A markets and C+ class in B markets. We believe this positions us in the segment of the market that is shielded most from the ups and downs in the economic cycles. We will also review distressed A class deals in markets with 1MM+ populations.

How are Trier Capital apartment deals structured?

In most investment opportunities you will be a limited liability owner of the property which comes with all the ownership benefits like depreciation and cash flow. The property is owned by a “Trier Capital” entity for which that property is the only asset which reduces liability. You in turn will be a direct shareholder in this business entity so in essence you are part owner of the company that owns the property. This allows for a direct flow-through of cash flow, depreciation, and upon sale of the asset allows you to realize long term capital gains… PLUS, you literally get to tell your friends you “own” an apartment complex, because you do.

How much are the properties leveraged?

This is an exciting point. Over a 5-year period it is our goal to have our properties not be more than 50-60% leveraged. While we start out with 75%-80% leverage based on purchase price, we decrease that ratio rapidly by actively paying down the loan and by forcing appreciation of the property through value add improvements, superior management, and rent increases, leading to a 5-year loan to value ratio of no more than 60%. This conservative approach provides additional buffer from the ups and downs of the real estate market.

Can I invest with my retirement plan?

Yes. Investing in multifamily in a structure like ours is perfect for retirement plan investing because your involvement is by definition passive. All you need to do, if you haven’t already, is set up a SELF-DIRECTED IRA with an independent custodian, like Diredted IRA, Specialized IRA Services, or Vantage IRA. Once that is done you can invest using your IRA/401K/ROTH-IRA… or several other self-directed retirement account forms.

What will my return on investment be?

All our investment and Private Placement Memorandums are based on individual properties, and every property is different and will therefore offer different returns. 

Our returns typically consist of two parts:

Preferred Return from Cash Flow: Each investment is selected such that it pays an minimum average annual preferred return of at least 6% (depending on the individual property deal this could be higher than that) which is paid out quarterly via direct deposit into your bank account or by check. In other words, the investors get paid first before the sponsors get paid anything. This protects you as an investor and makes sure we only pick projects that have strong cash flow outlooks.

Profit Share/Back End Profit: Upon a Sale or Refinancing of the property it is our goal to return 100% of the initial invested amount to each investor, and then do a profit split between sponsors and investors.

Can I invest if I am new to real estate investing?

Yes! We’re here to guide you and can provide educational resources that will help you confidently make smarter investing choices.

What is the difference between this and a REIT?
When you invest in a REIT, you are buying shares in a company, just like when you buy shares in a stock. You do not own the underlying real estate, you own shares in the company that owns those assets.

When you invest in a real estate syndication, you are investing directly in a specific property. Together with the other limited partner investors and general partners, you will own the entity (usually an LLC) that holds the asset. Thus, you have direct ownership.

When you invest in an apartment REIT, that REIT will likely own and manage a lot of apartment buildings in multiple markets across the country. With a real estate syndication, you are investing in a single property in a single market.

With a REIT, you can invest a very small amount of money, just like a stock. Syndications typically have higher minimum investments, often $50,000 or higher.

When you invest directly in a property through a real estate syndication, you get the benefit of a variety of tax deductions, including depreciation. In some case those tax benefits can be quite substantial. The depreciation benefits often surpass the cash flow, so you’re showing a loss on paper while you’re actually getting positive cash flow. Further, you can use those paper losses to offset your other income, like income from your job.

When you invest in a REIT, because you’re investing in the company and not directly in the real estate, you do get the benefits of depreciation, but those are factored in before you get your dividends, so you don’t get any tax breaks on top of that, and you can’t use that depreciation to offset any of your other income. Andany dividends are taxed as ordinary income, which can contribute to a bigger, rather than smaller, tax bill.

When should I expect my first distribution?
It varies from property to property, but in general as a LP (Limited Partner) you should expect to receive a cash distribution on a quarterly basis, and then also upon an exit event. The first quarterly cash distribution is typically a short time after the end of the quarter in which the property closes.

Are You Ready To Invest Smarter And Make Your Investments Work Harder For You?

Schedule a call to discover how we can help you enjoy passive real estate income without the stress and hassles of ownership!