FAQs

At Freedom Capital Partners we take a personal approach to our business and want to connect directly with each and every one of our investors.

If you want to invest in commercial real estate with us, please start here. We will then reach out to schedule a phone consultation. This will allow for you to answer questions and see if we may be a good fit.

Yes. The Freedom Income & Growth Fund operates under a clear and transparent regulatory framework designed to protect investors and maintain full compliance with applicable U.S. federal and state securities laws. All of our offerings are conducted pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933, which allows us to publicly market investment opportunities while ensuring that all investors are verified as accredited under SEC guidelines.

Our investment vehicles are structured in consultation with experienced legal and compliance professionals and follow strict anti-money laundering (AML) and know-your-customer (KYC) protocols. We also maintain robust internal controls, independent audits, and transparent reporting practices to promote accountability and investor confidence.

Investor capital is deployed only into pre-vetted, institutional-quality U.S. real estate opportunities. Each investment undergoes rigorous due diligence and conservative underwriting to ensure alignment with our investor-first principles.

As regulatory standards evolve, Freedom Capital Partners remains committed to continuous oversight, legal compliance, and operational integrity—ensuring that our investors’ trust is always well-placed.

Principals have invested in over forty private real estate ventures for their own portfolio over the past 12 years, with an average return of 19% IRR for full cycle investments, and never any loss of principal.

We do not work directly with real estate agents or brokers and do not look at the MLS to source investments.

Freedom Capital Partners leverages it’s established relationships with best-in-class operating partners. These key relationships are built over the years primarily through referrals and then by investing with and testing our partners.

When one of our operating partners sources an investment, they contact us to see if we’d like to participate. We then underwrite and analyze the opportunity to see if it meets our investment criteria. Once an opportunity passes through each category of our due diligence process, we consider it for an investment.

We structure most of our offerings with shares starting at $25,000 (where additional fractional shares can be purchased in increments of $1,000, above the minimum). We understand that investing with partners requires trust, and trust takes time to build and may be able to accept lower investment amounts for first time investors. Connect with us and let’s talk.

The real estate company we partner with, otherwise known as our “Operating Partners” will typically make decisions in the LLC. In some instances, Freedom Capital Partners may have decision making rights. Please review the specific offering materials for each investment to fully understand the structure and the duties of all entities involved.

The majority of our investments are illiquid as the capital is used to acquire real estate. Investors should not invest money that is needed within the near term. In the event that an unexpected liquidation is needed, please refer to the offering documents for specific details on the withdraw process.

No, this is one of the big benefits of our investment structure. Our Operating Partners secure the debt. Investing passively allows you to avoid being exposed to credit risk. You do not need to personally guarantee multi-million dollar loans.

As an equity limited partner and passive investor, you are protected from lawsuits and liability, including lawsuits and liabilities arising from the underlying property which the fund or entity owns, and you are personally protected from any lawsuits by buyers of assets of the investment, tenants of property, other claimants against any investment property, and would be indemnified by and against any management activities.

The only risk is the money you invest. You can’t lose more than what you invest as an equity limited partner. There are no real “protections” like FDIC or other investment insurance, but in our typical structure, the risk and loss would be limited to only what you invest, and only if the entire asset base becomes worthless. Otherwise, you’re likely to see some recovery of assets even in a total liquidation, and would not have exposure beyond your invested capital.

The majority of our investments do allow self-directed IRA investments. Learn more about SDIRA’s.

Although not all of our investments require you to be accredited, the majority do.

An accredited investor is an individual or a business entity that is allowed to trade securities that may not be registered with financial authorities. They are entitled to this privileged access by satisfying at least one requirements regarding their income, net worth, asset size, governance status or professional experience. Learn More Here.

To be an accredited investor, a person must have an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year. An individual must have earned income above the thresholds either alone or with a spouse over the last two years. The income test cannot be satisfied by showing one year of an individual’s income and the next two years of joint income with a spouse.

A person is also considered an accredited investor if they have a net worth exceeding $1 million, either individually or jointly with their spouse. The SEC also considers a person to be an accredited investor if they are a general partner, executive officer, or director for the company that is issuing the unregistered securities.

Accreditation requires third-party verification to validate an investors accredited status. This can be done through this simple form and also at VerifyInvestor.com or at ParallelMarkets.com.

In conjunction with our operating partner, Freedom Capital Partners provides investors with quarterly investment updates, which reports various activities, performance and operations of the property. Annually, investors will receive a K-1 for tax reporting.

Most of our investments are equity positions. We occasionally source and offer debt investments as well. Each investment offering will specify if it is an equity or debt investment.

Investors are typically purchasing shares or units in a Limited Liability Company (“LLC”) that Freedom Capital Partners creates and manages. That LLC in turn invests into an LLC that owns real property along with our operating partners and other investors. Investors become members and earn a share of the entity that owns the property.

Most of the investments we target range between 3-10 years in duration.

We provide investors with quarterly updates and distributions. Reach out to us if you’re interested in seeing examples.

One of the benefits of investing in real estate equity through limited liability companies (LLCs) is that LLCs can be treated as partnerships for tax purposes. Partnerships generally are not taxed at the entity level (other than annual franchise taxes and filing fees) and can “pass through” applicable items of income, loss and depreciation to their members.

Non-cash depreciation deductions can shelter or eliminate the amount taxable income that may be otherwise passed through to an investor from a real estate equity investment, particularly in the early stages of the investment. As a result, cash distributions received by an investor, in a year when there is no corresponding pass-through of taxable income (again, due to depreciation deductions), may result in lower or deferred taxes.

The special purpose entity (an LLC) you own when you invest in an equity transaction reports your annual share of income and loss and distributions on federal and state K-1s that you can then use to prepare your tax return. While the special purpose entities (the LLCs) that are formed for each equity transaction typically are Delaware entities, there may be filing requirements and tax liabilities in other states depending on the details of a particular transaction, your state of residence, and the location of the investment property.

Freedom Capital Partners and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. See offering documents for additional details, disclosures, and disclaimers.

Yes, we may accept investments from international (non-U.S.) investors on a case-by-case basis. Because of additional compliance requirements under U.S. regulations, a higher minimum investment amount may apply.

International investors should also note that our investments are typically structured as LLC partnerships, which are pass-through entities for tax purposes. This means the Fund does not pay taxes at the entity level — instead, each investor receives an annual Schedule K-1 reporting their share of income or loss. As a result, non-U.S. investors are generally required to file a U.S. tax return and pay applicable taxes on income earned through the investment.

We recommend that international investors consult with their tax and legal advisors to fully understand the implications before investing.