Frequently Asked Questions

A syndication is a pooling of resources--time, money, or otherwise. As a passive investor, you invest your money and sit back and start receiving returns. No need to worry about tenants, termites, or toilets. We take care of all that and provide you with regular updates.

An accredited investor is someone who meets certain requirements regarding income and net worth, based on Securities and Exchange Commission (SEC) regulations.

To be an accredited investor, you must satisfy at least one of the following:

1. Have an annual income of $200,000, or $300,000 for joint income, for each of the last 2 years, with expectations of earning the same or higher income this year.

2. Have a net worth exceeding $1 million, not including your primary home.

While the minimum investment can vary, the typical minimum is $75,000.

Most projects plan for a 5-year hold, so plan to have your money in the investment for at least 5 years. During this time, you will receive regular cash flow returns, but your initial investment cannot be withdrawn. That being said, we know 5 years can be a long time, and if a major life event happens and you need out, we will do everything in our power to help you get out of the investment, including buying out your shares if need be.

While exact percentages will vary from one investment to the next, you will receive the same TYPES of returns across the board. Cash on cash returns are paid out throughout the lifecycle of each investment. You will also receive a portion of the profits from the sale of the asset at the end of the project.

Commercial real estate assets like apartment buildings operate independently of the stock market. They tend to fare better in recessions because more people tend to downsize. They also tend to be safer investments than single-family homes because if one tenant moves out, you still have the others to pay down the mortgage.

We currently support personal investment accounts, joint accounts, and certain entity accounts (Trusts, Limited Liability Companies, Limited Partnerships, C Corporations, and S Corporations). If you have a self-directed IRA, please check with your current custodian to ensure they will allow you to place your investment with Lakeside Investment Company.

As a partner in the LP that purchases the properties, you will receive a K-1 (a tax form used by partnerships to provide investors with detailed information on their share of a partnership’s taxable income). K-1s are provided to investors on an annual basis (our goal is to finalize all K-1s by March 31st) so that each investor can include K-1 amounts on his or her tax return.