Access quality real estate through a variety of channels, curated to fit a range of investor needs.

Investment Options

Real Estate Syndication Offerings

Multiple investors can invest in a property together and get ownership stake in the deal. These investment offerings are available to accredited investors only.

  • Investment minimum starting at $10,000.
  • Diverse real estate investment offerings.
  • Timeframes range from 6 months to 5 years.
  • Seamless online investment process.

Sole Ownership Investment Offerings

Real estate sourced for individual investors who seek sole ownership and are willing to invest $1,000,000+ in equity per property. This structure is available for multi-family rental projects only.

  • Hold period, risk-return profile, and cash yield are at the sole discretion of the investor.
  • Fully customizable legal, tax, and capital structure.
  • Custom fees aligned with the deal structure.

1031 Exchange Investment Option

Swap an investment or business property through our sole ownership program. Defer recognition of capital gains and related federal income tax liability; step-up in basis. The replacement property must be of equal or greater value than the relinquished property.

  • Minimum investment for single-family rental start at $250,000+
  • Minimum investment for multi-family rental start at $750,000+
  • Fully customizable legal, tax, and capital structure.
  • Custom fees aligned with the deal structure.
  • For accredited investors only.

Four investor options

Investor Types

1. Investing as an individual

Any individual who meets the accredited investor requirement can invest with Gatsby. To invest as an individual means to hold the investment personally in your name. This is the most common way to invest.

You must use your full legal name when creating your account with Gatsby Investment and when getting verified as an accredited investor through Verify Investor.

At the end of each applicable tax year, you will receive a Schedule K-1 tax form in your legal name, for you to use when filing your income tax return.

2. Investing as an entity

You can invest as an entity as long as you meet the accredited investor requirements. In this case, your entity will be the investor instead of you individually. The benefit of investing as an entity is that you put an extra layer of protection. An entity could be an LLC, S-corporation, or C-corporation.

If you are the sole owner of the entity, you will be verified as an accredited investor personally under the individual requirements. If there are multiple equity owners, each owner needs to show proof that they, individually or combined with their spouse, meet the accredited investor qualifications.

Only one company shareholder can invest per Gatsby account. However, additional shareholders can invest through the same company by creating a separate account and going through the accredited investor process themselves.

At the end of each applicable tax year, you will receive a Schedule K-1 tax form in your entity name, for you to use when filing the income tax returns.

3. Investing through a trust

You can invest as a trust as long as you meet the accredited investor requirements. In this case, your trust will be the investor instead of you individually.

There are many types of trusts, but the living revocable trust is probably the most common and useful for real estate investing. At Gatsby, we accept living revocable and irrevocable trusts.

The major benefit of holding property in a trust is that the property avoids the probate process when transferring assets to the beneficiaries. Trusts may also be eligible for additional tax benefits.

If you are the settlor of the trust, you need to be verified as an accredited investor personally under the individual requirements. If there are multiple settlors, each settlor needs to show proof that they, individually or combined with their spouse, meet the accredited investor qualifications.

At the end of each applicable tax year, you will receive a Schedule K-1 tax form in your trust name, for you to use when filing the income tax returns.

4. Investing through a retirement account

You can invest through your retirement account as long as you meet the accredited investor requirements. In this case, your retirement account will be the investor instead of you individually.

The benefit of investing through a retirement account is that they provide additional tax benefits.

At Gatsby, we accept Solo 401(k), Self-Directed Traditional IRA, Self-Directed Roth IRA, IRA LLC Single-Member, and IRA LLC Multi-Member.

Real estate investments from retirement accounts require that the investment property generates passive income for at least one year. Therefore, you are only eligible to invest in our rental properties or build-to-rent projects with this option.

Each of our properties can accept up to 25% of the total raise amount into a property from retirement funds.

You must use your full legal name when creating your Gatsby account and completing your accredited investor application through Verify Investor.

At the end of each applicable tax year, you will receive a Schedule K-1 tax form for you to use when filing the income tax returns.

Gatsby accepts most retirement companies. We are currently working with the companies stated below. If your retirement company is not listed below, please reach out to us so we can set it up for you.

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