Investors2021-11-05T00:01:54+00:00

Investing

THREE STEPS TO BECOMING AN INVESTMENT PARTNER

Investing

THREE STEPS TO BECOMING AN INVESTMENT PARTNER

step 1

ARE YOU ACCREDITED

Are you an accredited investor?
If you’re not sure, review the SEC definition in step 1 below.

step 2

SUBMIT A FORM

Once you complete the form in step 2 below, we will review your goals and form a compliant relationship.

step 3

GET INFORMATION

We will add you to our investor list. Be sure to complete step 3 below and signup for our newsletter.

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

0
ARE YOU ACCREDITED
SEC Rule 501 of Regulation D defines accredited investors as someone that meets one of the following criteria:
  • You have an individual income of more than $200,000 per year in each of the last two years and expect to maintain the same level of income in the current year.
  • You and your spouse jointly have an income of $300,000 per year in each of the last two years and expect to maintain the same level of income in the current year.
  • You have a net worth exceeding $1M, excluding your primary residence, either individually or jointly with your spouse.
  • You invest on behalf of an entity with at least $5M in assets or a business in which all the equity owners are accredited investors.
0
SUBMIT A FORM

As a regulated investment platform, we are required to learn more about you.

INVESTOR FORM

ARE YOU A FOREIGN INVESTOR? READ OUR FOREIGN INVESTOR POLICY.

0
GET INFORMATION

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.

SUBSCRIBE

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.

Recently Funded

THE SAGE AT 1825

455-Unit Value-Add Opportunity | Pflugerville (Austin), TX

As part of its Operation 25K expansion, MC Companies has purchased its third Texas multifamily community this year – The Sage at 1825 and Sage Cottages, two adjacent properties totaling 455 units in the growing Pflugerville suburb of northeast Austin. Following its proven value-add investment approach, MC Companies will deploy a robust renovation strategy at The Sage and rebrand the properties as The Place at 1825.

MORE DETAILS

Investor FAQ

FAQS AND FREQUENTLY ASKED QUESTIONS

How often do deals come up?2021-10-15T23:03:30+00:00

We aim for at least one deal per quarter, but it is completely market-driven.

Is there an annual shareholder meeting?2021-10-15T23:03:13+00:00

Yes, we have an annual investor summit which we expect will occur virtually in the future.

If my circumstances change, can I sell out to other investors?2021-10-15T23:02:55+00:00

We will work with you to find another investor to sell out to, but we do not advise either party as to price, terms, etc. You are responsible for arranging the deal between you and the buyer. We only prepare the documents for the transfer of interest. The buyer must be an accredited investor.

Do you provide yearly FMV that I can submit to my IRA?2021-10-15T23:02:37+00:00

We can produce a statement upon request that will be uploaded to your portal, then you can send securely to your IRA platform.

When and how do you make the decision to refinance or sell a property?2021-10-15T23:02:20+00:00

We constantly evaluate the markets in which we operate to determine when it’s best to refinance or sell. The five-year timeline is representative of what we expect. If market conditions change, we will make the appropriate decision at that time which may cause our hold period to be shorter or longer than the initial business plan intended.

What are the tax ramifications of distributions after cash out refinance?2021-10-15T23:01:57+00:00

There is no tax due from cash out refinance proceeds.

Will the preferred return be paid regardless of income? How often will it be paid?2021-10-15T23:01:38+00:00

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 GP unless the LP is current on the preferred return payments.

What are the tax ramifications on preferred and monthly distributions?2021-10-15T23:01:18+00:00

The distributions from operations are classified as ordinary income, depending on a number of 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 you will incur net losses for tax purposes.

What is the estimated depreciation I can expect on my K-1?2021-10-15T23:00:57+00:00

There are many factors that affect the annual tax outcome, and we are 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.

Can I upload documents in my portal?2021-10-15T23:00:28+00:00

No. At this time there is no way to upload a document to your portal. If you need to share confidential documents, email investorrelations@mccompanies.com and they can help.

What is the minimum investment?2021-10-15T22:52:39+00:00

 $100,000 is the minimum investment for MC Companies opportunities.

Am I qualified to invest with MC Companies?2021-10-15T22:54:00+00:00

MC Companies accepts only 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.  If you are not an accredited investors, we’re sorry we will not be able to partner with you at this time

Do you accept non-SEC accredited investors?2021-10-15T22:54:21+00:00

No, any investment is a risk and we want to be sure our investors are protected. MC doesn’t want anyone to lose their life savings. You have to be able to accept the risk.

Do you accept foreign investors?2021-10-15T22:54:40+00:00

Yes, but it must be an LLC and it cannot be a single-member LLC.

How does the investment process work?2021-10-15T22:55:01+00:00

After you create an account on the MC Companies platform you will have access to review any new deal opportunities whenever those are available. When a deal is open for investment, the technology 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.

Do you take 1031 Exchange Funds?2021-10-15T22:55:24+00:00

At this time, we do not accept 1031 Exchange Funds.

Can I use money from my IRA to invest?2021-10-15T22:55:46+00:00

Yes, but we must receive funds by the funding deadline. IRAs often take awhile to send funds and if you miss the deadline, you risk being removed from the deal.

Do you build or invest in Senior Housing facilities?2021-10-15T22:56:10+00:00

At this time, we are not building or investing in Senior Housing facilities.

Do you invest in Opportunity Zones?2021-10-15T22:56:41+00:00

At this time, we do not invest in Opportunity Zones.

Do you complete Cost Segregations on your properties?2021-10-15T22:57:20+00:00

MC constantly reviews its portfolios and properties and will take any action recommended by our CPAs, including cost segregation studies, tax analysis, or changes in tax laws,  that will maximize the after-tax benefits to our investors.

Does MC Companies provide depreciation as a tax savings?2021-10-15T22:57:45+00:00

Yes, the depreciation flows through to the LP class on the yearly K-1.

Where/How do I access my investor portal?2021-10-15T22:58:36+00:00

At the top of this page in the menu bar, you will see Investor Login. Click on that and it will take you to the login page so you can enter your username and password. Your username is the email address that you registered with MC Companies.

I am having IT issues with my investor portal. How can I get help?2021-10-15T22:59:04+00:00

When you log in, look at the bottom right corner of the screen. You will see a large orange question mark (?) and you can submit your issue there. MC Companies is copied on all portal issues so we can document any problems you’re having.

How are distributions made to investors?2021-10-15T22:59:26+00:00

Payments are made via EFT 30 days after the quarter ends.

I need to update my contact info/bank account, etc. Where can I do that?2021-10-15T22:59:51+00:00

MC Companies values your privacy. For your convenience, all information can be updated in the investor portal safely and confidentially. MC Companies will be notified as soon as your information is changed in the portal.

How often do deals come up?2021-10-15T23:03:30+00:00

We aim for at least one deal per quarter, but it is completely market-driven.

Is there an annual shareholder meeting?2021-10-15T23:03:13+00:00

Yes, we have an annual investor summit which we expect will occur virtually in the future.

If my circumstances change, can I sell out to other investors?2021-10-15T23:02:55+00:00

We will work with you to find another investor to sell out to, but we do not advise either party as to price, terms, etc. You are responsible for arranging the deal between you and the buyer. We only prepare the documents for the transfer of interest. The buyer must be an accredited investor.

Do you provide yearly FMV that I can submit to my IRA?2021-10-15T23:02:37+00:00

We can produce a statement upon request that will be uploaded to your portal, then you can send securely to your IRA platform.

When and how do you make the decision to refinance or sell a property?2021-10-15T23:02:20+00:00

We constantly evaluate the markets in which we operate to determine when it’s best to refinance or sell. The five-year timeline is representative of what we expect. If market conditions change, we will make the appropriate decision at that time which may cause our hold period to be shorter or longer than the initial business plan intended.

What are the tax ramifications of distributions after cash out refinance?2021-10-15T23:01:57+00:00

There is no tax due from cash out refinance proceeds.

Will the preferred return be paid regardless of income? How often will it be paid?2021-10-15T23:01:38+00:00

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 GP unless the LP is current on the preferred return payments.

What are the tax ramifications on preferred and monthly distributions?2021-10-15T23:01:18+00:00

The distributions from operations are classified as ordinary income, depending on a number of 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 you will incur net losses for tax purposes.

What is the estimated depreciation I can expect on my K-1?2021-10-15T23:00:57+00:00

There are many factors that affect the annual tax outcome, and we are 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.

Can I upload documents in my portal?2021-10-15T23:00:28+00:00

No. At this time there is no way to upload a document to your portal. If you need to share confidential documents, email investorrelations@mccompanies.com and they can help.

What is the minimum investment?2021-10-15T22:52:39+00:00

 $100,000 is the minimum investment for MC Companies opportunities.

Am I qualified to invest with MC Companies?2021-10-15T22:54:00+00:00

MC Companies accepts only 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.  If you are not an accredited investors, we’re sorry we will not be able to partner with you at this time

Do you accept non-SEC accredited investors?2021-10-15T22:54:21+00:00

No, any investment is a risk and we want to be sure our investors are protected. MC doesn’t want anyone to lose their life savings. You have to be able to accept the risk.

Do you accept foreign investors?2021-10-15T22:54:40+00:00

Yes, but it must be an LLC and it cannot be a single-member LLC.

How does the investment process work?2021-10-15T22:55:01+00:00

After you create an account on the MC Companies platform you will have access to review any new deal opportunities whenever those are available. When a deal is open for investment, the technology 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.

Do you take 1031 Exchange Funds?2021-10-15T22:55:24+00:00

At this time, we do not accept 1031 Exchange Funds.

Can I use money from my IRA to invest?2021-10-15T22:55:46+00:00

Yes, but we must receive funds by the funding deadline. IRAs often take awhile to send funds and if you miss the deadline, you risk being removed from the deal.

Do you build or invest in Senior Housing facilities?2021-10-15T22:56:10+00:00

At this time, we are not building or investing in Senior Housing facilities.

Do you invest in Opportunity Zones?2021-10-15T22:56:41+00:00

At this time, we do not invest in Opportunity Zones.

Do you complete Cost Segregations on your properties?2021-10-15T22:57:20+00:00

MC constantly reviews its portfolios and properties and will take any action recommended by our CPAs, including cost segregation studies, tax analysis, or changes in tax laws,  that will maximize the after-tax benefits to our investors.

Does MC Companies provide depreciation as a tax savings?2021-10-15T22:57:45+00:00

Yes, the depreciation flows through to the LP class on the yearly K-1.

Where/How do I access my investor portal?2021-10-15T22:58:36+00:00

At the top of this page in the menu bar, you will see Investor Login. Click on that and it will take you to the login page so you can enter your username and password. Your username is the email address that you registered with MC Companies.

I am having IT issues with my investor portal. How can I get help?2021-10-15T22:59:04+00:00

When you log in, look at the bottom right corner of the screen. You will see a large orange question mark (?) and you can submit your issue there. MC Companies is copied on all portal issues so we can document any problems you’re having.

How are distributions made to investors?2021-10-15T22:59:26+00:00

Payments are made via EFT 30 days after the quarter ends.

I need to update my contact info/bank account, etc. Where can I do that?2021-10-15T22:59:51+00:00

MC Companies values your privacy. For your convenience, all information can be updated in the investor portal safely and confidentially. MC Companies will be notified as soon as your information is changed in the portal.

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