Investing
THREE STEPS TO BECOMING AN INVESTMENT PARTNER
Step 1
ARE YOU ACCREDITED?
Step 2
SUBMIT A FORM
Step 3
GET INFORMATION
Investing
THREE STEPS TO BECOMING AN INVESTMENT PARTNER
Becoming An Investment Partner 1,2,3
AS A REGULATED INVESTMENT PLATFORM, WE ARE REQUIRED TO LEARN MORE ABOUT YOU
Three Steps
TO BECOMING AN INVESTMENT PARTNER
As a regulated investment platform, we are required to learn more about you.
ARE YOU A FOREIGN INVESTOR? READ OUR FOREIGN INVESTOR POLICY.
MC Companies will add you to our investor list and send you opportunities as they become available. Now you can enjoy the benefits of multifamily investing, knowing our team will be here to support you throughout the investment process.
In the meantime, subscribe to our newsletter for our company news and updates.
MC Companies is a nationally recognized real estate investment, development and management company with a demonstrated history of acquiring and developing apartment communities across the country and creating value for its investors, residents and employees.
NEW Construction
Arroyo Verde, Tucson Arizona
Scheduled Completion Mid-2024
Investor FAQ
FAQS AND FREQUENTLY ASKED QUESTIONS
MC Companies (MC) aims for at least one deal per quarter, but it is solely market-driven.
MC has hosted annual shareholder meetings in the past. MC does plan to host future shareholder events (i.e., meetings, events, Zoom calls, etc.).
MC will work with investors to find another investor to sell shares to, but MC does not advise either party as to price, terms, etc. Investors are responsible for arranging the deal between themselves and the buyer. MC only prepares the documents for the transfer of interest. It is important to note that the buyer must be an accredited investor.
MC can produce a statement upon request. The FMV statement will be uploaded to an investor’s portal, which the investor can then send securely to their designated IRA platform.
MC constantly evaluates the markets in which it operates to determine when it is best to refinance or sell. The five- or ten-year timeline presented in the business plan is representative of what MC expects regarding the property’s performance. If market conditions change, MC will make the appropriate decision at that time which may cause the hold period to be shorter or longer than the initial business plan intended.
There is no tax due from cash-out refinance proceeds. Taxes are deferred upon the sale of the asset.
Will the preferred return be paid regardless of income? How often will the preferred return be paid?
The preferred return is accrued and paid only from the operating income. If operating income is insufficient to pay the preferred return, it is accrued and paid first when income is available. There is no distribution to the General Partner (GP) unless the Limited Partner (LP) is current on the preferred return payments.
The distributions from operations are classified as ordinary income, depending on several factors as determined by the CPA at the end of each tax year. The income is sheltered by the depreciation losses passed through to the investors so investors will incur net losses for tax purposes.
There are many factors that affect the annual tax outcome, and MC is not able to provide investors with individual estimates. An investor may consult with their CPA for an estimate using the deal Sources and Uses and Financial Projections provided in the Business Plan.
No, at this time there is no way to upload a document to your portal. If you need to share confidential documents, email [email protected].
$100,000 is the minimum investment for MC opportunities.
MC only accepts accredited investors. If you are unfamiliar with the definition of an accredited investor, click here to view the SEC’s definition and here to view the latest update. MC is not currently able to partner with non-SEC accredited investors.
No, MC does not accept non-SEC accredited investors. MC wants to ensure investors are not taking undue risk.
Yes, but it must be an LLC and it cannot be a single-member LLC. For more information, please visit our Foreign Investor page.
After the Investor Interest Form is filled out, and the brief introduction call with an MC Investor Relations Associate is completed, then an investor may create an account on the MC investor platform. The MC investor platform allows investors to review new deal opportunities when they are made available. When a deal is open for investment, the platform will guide you through the subscription process. You will be able to create your investment profiles (LLC, IRA, Trust, individual), sign legal documents, and set up a bank account to receive distributions. The investment is not final until all legal documents have been signed and funding has been contributed and cleared.
Currently, MC does not accept 1031 Exchange Funds.
Yes, but MC must receive funds by the funding deadline. IRAs often take a while to send funds and if the deadline is missed, it is possible to be removed from the deal.
Currently, MC does not develop or invest in senior housing facilities.
Currently, MC does not invest in Opportunity Zones.
MC constantly reviews its portfolios and properties and will take any action recommended by its CPAs, including cost segregation studies, tax analysis, or changes in tax laws, that will maximize the after-tax benefits to investors.
Yes, the depreciation flows through to the LP class on the yearly K-1.
At the top of this page in the menu bar, there is a link titled Investor Login. Click on the link which will direct to the login page where users will be asked to enter their username and password. Please note, your username is the email address used to register with MC.
At the bottom right corner of the investor portal screen. You will see a large orange question mark (?). This is where issues can be submitted. MC Companies is copied on all portal issues so we can document any problems you’re having.
Payments are made via Electronic Funds Transfer (EFT) 30 days after the quarter ends.
MC values investors’ privacy. All information can be updated in the investor portal safely and confidentially. MC is notified as soon as information is changed in the portal.