Frequently Asked Questions

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 Blue Compass Capital is a private real estate investment firm with a robust financial foundation. Our mission is to assist clients in realizing excellent risk-adjusted returns by acquiring apartment complexes across the nation. Blue Compass Capital l is backed by accredited investors who seek a blend of robust cash flow and equity growth.

We acquire  apartment complexes according to strict criteria, employing effective and efficient management practices, and ensuring consistent cash flow distribution to our investors.

 Yes! We can process investments through a variety of self-directed retirement accounts. 

 Depending on the offering, we may be able to accept 1031 exchange funds, but typically only for $1M+ investments given the added complexity and legal expense associated with structuring a deal in this way.

Please reach out to Amber at amber@bluecompasscapital.com if  you have further interest.

Currently, our offerings are 506c which require you to be an Accredited Investor.

Click here for more information about what it takes to become an Accredited Investor.

 K-1s will be uploaded to your profile in the investor portal, where they are conveniently available for download. Our goal is to deliver K-1s on, or before, the deadline of 3/15 each year. 

 Blue Compass Capital offers investors the opportunity to invest in diversified funds and single asset offerings for apartment complexes.

When you buy shares in one of our offerings, you become a direct equity owner of the LLC that owns the properties. 

Investors will receive access to their investor portal where they can review their investment details and relevant documents at any time.

Investors will also receive monthly emails with high level financial overview benchmarked against our performance targets along with detailed, property specific updates.

Real estate investments and syndications are very tax-friendly, primarily because they can take advantage of depreciation which can result in a "paper" loss on your investment statement even if you've earned significant returns. In some cases, this paper loss can also offset other investment gains or even your personal income on your tax returns. You should discuss your personal situation with a qualified tax professional. 

 A syndication is when a group of people combine their money to purchase an investment - in this case, and apartment complex. We find the apartment complexes, get them under contract, then reach out to our network and present it as an investment opportunity. If you're interested in investing in an apartment syndication, fill out this form and we'll be in touch. 

  First, we need to have a conversation to understand your investment goals, then we'll add you to our investor list and can officially present an offering. Fill out this form and we'll be in touch 

To be an accredited investor, you must meet one of the following criteria:

• Net worth greater than $1 million, not including personal residence
• Annual income greater than $200,000 for the past two years with the expectation of the same income in the current year ($300,000 if including spouse's income)
• There are other criteria, but they are not common

 No. Non accredited investors can also invest in syndications, though there are more opportunities for accredited investors. To invest as a non-accredited investor, fill out this form and we'll be in touch.

 The minimum investment amount varies by deal, but it's typically $50,000. On more expensive properties, the minimum investment amount may be higher. 

 The simplest way to invest is using cash in a savings or checking account. You can use money from an investment account, but typically will need to withdraw it first and move it to an account that is capable of ACH or wire transfers.

You can use other vehicles or entities to invest, such as trusts or education accounts. Check with your account custodian before committing funds to invest from these accounts. If you'd like a referral to someone that can help you set up a self-directed retirement or education account, fill out this form and we'll be in touch. 

 In general, you can expect to receive around 15% average annual returns over the course of the investment with about half of the returns being distributes at sale or refinance of the property. Each individual investment opportunity will have its own projected returns that will include a breakdown of when these returns will be distributed. 

 Most often, the returns will be distributed on a quarterly basis. 

 Like any investment, there are certainly risks involved. Though real estate prices have generally increased every year, there are occasionally periods where values go down. There is also a certain amount of risk inherent in operating the property, which is why it is important to invest with experienced operators that can mitigate many of the risks involved. For more information, fill out this form and we'll be in touch. 

 First off, the projected returns on the investments are inclusive of fees. The general partners typically charge an acquisition fee for the work required to close on the property. They will also earn returns from their invested capital, right alongside yours. Finally, they will retain a small ownership share in the property to compensate the for the work involved in finding and managing the investment opportunity.