Investing With Omega: For Accredited Investors
Our offerings are made under Rule 506(c) of Regulation D. That rule lets us talk about our offerings publicly, but only accredited investors may invest, and we must verify each investor's status before they do.
Who Is an Accredited Investor?
Under SEC rules, individuals generally qualify if they meet one of these tests:
- Income: more than $200,000 in each of the last two years ($300,000 together with a spouse or spousal equivalent), with a reasonable expectation of the same this year.
- Net worth: more than $1 million, alone or with a spouse or spousal equivalent, not counting the value of your primary residence.
- Professional credentials: holding a Series 7, Series 65, or Series 82 license in good standing.
- Certain entities, trusts, and retirement accounts can also qualify.
If you're not sure whether you qualify, ask your advisor, or ask us on a call. We can't accept investments from investors who aren't accredited.
How Verification Works
Before you invest in a 506(c) offering, your accredited status must be verified. That's typically done by reviewing documents such as tax returns or bank and brokerage statements, or by obtaining a written confirmation letter from your CPA, attorney, or registered investment adviser.
Your information is used only for verification and is handled under our Privacy Policy.
The Process, Step by Step
Introductory call
We learn your goals, timeline, and questions.
Verification
You complete accredited-investor verification.
Offering documents
You receive the Private Placement Memorandum, operating agreement, and subscription documents. Review them with your own advisors.
Subscription and funding
If you decide to invest, you sign the subscription documents and fund your investment, from cash, an entity, or a self-directed retirement account.
Reporting
You receive updates and annual tax documents for the life of the investment.
Minimums and Ways to Invest
Minimum investment: $100,000 for Omega Property Fund LLC and for the Devonshire Lake Dallas offering, unless the offering documents state otherwise. Blue Vikings Income Fund: $100,000 minimum (negotiable; let's talk).
You can invest with personal funds, through an entity or trust, or through a self-directed IRA or eligible rollover. How self-directed IRAs work →
Current Opportunities
Omega Property Fund LLC
Our long-term real estate fund platform.
Devonshire Lake Dallas
140-unit Class A multifamily in Lake Dallas, TX. Open, closing pending HUD.
Blue Vikings Income Fund
Real estate debt fund. $100,000 minimum (negotiable).
Questions
Who can invest with Omega Property Investments?
What is the minimum investment?
Can I invest with my IRA or 401(k)?
Request offering materials
Offering documents are provided to accredited investors. Book a short call and we'll follow up with next steps, including accredited-investor verification.
Key risks
Every private real estate investment carries risk. Among them:
- Loss of capital: you could lose some or all of your investment.
- Illiquidity: there is no public market for these interests, and you should expect to hold for the full term.
- Market and operating risk: rents, occupancy, expenses, and property values can move against the plan.
- Leverage and interest-rate risk: debt magnifies losses as well as gains; refinancing and sale conditions can change.
- Sponsor and operator risk: results depend on the people executing the business plan.
- Fees: fees at each layer reduce what investors receive (in a fund-of-funds structure, there are fees at both the Omega level and the underlying sponsor level).
- Tax risk: tax outcomes depend on your situation and on law that can change. Retirement-account investors may owe tax on certain income (UBTI).
Read the risk factors in the offering documents before investing.