Wealthrise Capital is a state-of-the-art financial investment platform for individual investors, allowing each to participate in real estate equity or debt financing. Once participating, investors experience a return on their initial investment in the form of distributions throughout the term of the investment.
Our Wealthrise family is comprised of a team of members and consultants. Each and every member has a specialized expertise, adding to firm’s deep knowledge database. With our team having your back, the wealth building process is easier than ever.
It is a quick and easy process! Simply create an account and verify your information. From there, a Wealthrise investor consultant will contact you.
At this point, only accredited-investors have access to our investment offerings.
To qualify as an accredited investor, you must meet certain thresholds as defined by the Securities and Exchange Commission under rule 501 of Regulation D. Specifically, you must meet one of the following criteria:
- Earn an annual income per individual of over $200,000 per year ($300,000 per couple) with the expectation of maintaining such level of income in the future.
- Have a net worth of more than $1 million (individually or jointly), excluding the value of a primary residence.
- Be a bank, insurance company, registered investment advisor, business development company, or small business investment company.
- Be a general partner, executive officer, director or a related combination thereof for the issuer of a security being offered.
- Be a business in which all the equity owners are accredited investors.
- Be an employee benefit plan, a trust, charitable organization, partnership, or company with total assets in excess of $5 million.
No, at this time Wealthrise investment opportunities are only available to U.S. residents.
If you have a U.S.-based entity (LLC, LP, trust, etc) with a U.S. tax ID number, investments can be made. Pass-through or disregarded entities are unacceptable at this time due to foreign withholding regulations. All entities must pay U.S. taxes. For additional clarification, contact the Wealthrise Investor Relations team or your individual tax consultant.
The investment minimum is dependent on the chosen investment. Currently, a minimum can be as low as $5,000.
Yes, the fees are dependent on the particular investment chosen. In addition to administrative and legal expenses, the fees will cover the ongoing management and reporting of the investments.
Each investment has a specialized “horizon,” or holding period. These periods range from short to long term. As always, you can reference the offering documents or client consultant for the term length.
As with any investment, a certain risk is carried. Markets fluctuate and economic downturns occur. Fortunately, real estate is considered one of the most secure investments. Several strategies are in place with each investment to prevent a loss in any event.
Form 1099-DIV is used by financial institutions to report dividends and other distributions to individual shareholders and IRS.
Schedule K-1 (Form 1065) is used for reporting the distributive share of a partnership income, credits, etc. filed with Form 1065. For example, if a business receives $100,000 taxable income and has four equal shareholders, each would receive a K-1 showing $25,000 of income.
Form 1099-INT is the IRS form used to report any income received in the form of interest payments.
This depends on your state of residence. In some cases, it is necessary.
Consult your CPA, tax advisor, financial planner, or any qualified professional for guidance.