Insight

December 2025 Newsletter

2025 Phelps Equity Partners Update ...more

Newsletters

January 01, 20262 min read

December 2025 Newsletter

December 2024 Newsletter

2024 Phelps Equity Partners Update ...more

Newsletters

January 01, 20252 min read

December 2024 Newsletter

What is a cash-on-cash return?

Cash-on-cash return (CoC) measures the annual return on an investor's actual cash investment. It is calculated by dividing annual pre-tax cash flow by the total cash invested.

What is IRR?

Internal Rate of Return (IRR) represents the annualized rate of return on an investment, factoring in both cash flow and the potential sale proceeds over time. It provides a more comprehensive measure of an investment’s profitability.

What is an accredited investor?

An accredited investor is an individual or entity that meets SEC-defined financial criteria, such as a net worth of $1 million (excluding primary residence) or an annual income of $200,000 ($300,000 for joint filers) for the last two years.

Do I need to be an accredited investor?

Investors do not need to be accredited for a 506(b) offering. However, only accredited investors can participate in a 506(c) offering.

How can I invest?

You can invest in multiple ways:

- As an individual through a personal contribution.

- Using a Self-Directed IRA (SDIRA).

- Through a 1031 exchange to defer capital gains taxes.

What is the average holding period?

We typically target a 3-5 year hold, though some acquisitions may have a 5-7 year strategy, depending on market conditions and investment goals.

How often are investor communications?

Investors receive quarterly updates alongside distributions. Additionally, our team is available for personalized updates via phone, virtual meetings, or in person. Investors also have access to a secure portal to view investment performance, documents, and distributions.

When are distributions paid?

Distributions are typically paid quarterly via ACH, along with an update on property performance.

Where do I sign up?

You can sign up to invest by contacting our team directly or by filling out our investor interest form on our website.
Or Here :
https://docs.google.com/forms/d/e/1FAIpQLSfzaGMUUGKLqow76VRuelqGN9f67OjAt4QiNwwYT89RKVpqaA/viewform?usp=sf_link