FAQs

FAQs

The accreditation process is to establish 506(c) status for your investment profile. Based on the profile, whether as in individual or LLC or Trust or IRA, as an investor you have to submit the accreditation letter from your CPA or Attorney for investing with Kubera Capital. This letter is valid for 5 years from the date of issue, so you don’t have to do it for every investment.

As of now, Kubera Capital investments are available to only 506(c) status accredited investors.

 

Individuals (i.e., natural persons) may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.

You can check your accreditation status by using the Parallel Markets service for FREE. https://parallelmarkets.com/get-accredited.

They are SOC 2 compliant secure platform.

They will be able to issue you a letter as well FREE of charge.

Based on the profile you select for investment our investor portal will take you to the corresponding investor form to sign automatically. Make sure you have the correct Accreditation to invest under a given profile.

There is no fees for the investor strategy meeting.

The fees on deals vary on deal-to-deal basis. Usually there is very low 2% charge for participating compared to most of other funds who charge 2% annually on each investments. We believe in putting most of investor capital to work. This will help us to keep the lights on and work hard for you.

There would be a percentage of profit (carry) charged on every deal.

The due diligence fee (usually 2%) will be mentioned in each opportunity and will be included in the investment amount. It will be displayed at the time of investment in step 2.

You should wire the “Amount Due” shown on the screen. This will ensure you have the appropriate “Investment amount” after the fees.

 

You can learn more about the deal(s) by booking the discovery call. You can book your discovery call by clicking here.

We also organize webinars and meetups from time to time which will be published on the resources page.

You can refer to our youtube channel also.

This depends on deal by deal basis. Some deals offer more secured class compared to other. Some other deals are full equity vs equity + debt where debt takes preference. There are usually no collateral in the private equity or private debt world. All investments are risky and you could end up losing your principal.

Yes, as an investor you will be issued K-1 documents for the last financial year before the end of March in most cases. The K-1, once issued, will be available on the portal and you will be notified once uploaded. You can download and share it with your CPA or attorney for your annual filing.

 

  • A real estate syndication is an investment vehicle that allows for passive investors (called limited partners) to invest into a real estate deal managed by general partners.

  • After investing, the general Partners operate the property, well sending distributions to the limited partners. This allows for the limited partners to be truly passive in their investment and not be responsible for the day to day management.

  • There are many benefits of investing in a real estate syndication. When investing into a syndication (typically a larger deal), it allows for smaller retail investors to pool their resources and achieve economies of scale, such as buying an apartment building.
  • Some of the benefits are higher returns (when compared to traditional investments like the stock market), a lower risk profile, tax benefits, inflation hedge, and a truly passive investment.
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Yes, you can invest using retirement funds.  However, there are only certain types of retirement accounts that allow for real estate syndication investments.  It’s important to look for retirement accounts that avoid UBIT (a tax on debt financed real estate inside your retirement account) and allow for checkbook control.   Check with your CPA or Tax professional.

While these are a great investment class and we do everything we can to reduce risk, there are some risks to be aware of.

Risks are disclosed specific to each deal, but the primary risk is loss of capital (underwriting or performance inaccuracies and other reasons)

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Speak to Kubera Capital today to learn and discuss about investing in a current or future deals.

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Office: 1657 Cary Reserve Dr, Cary, North Carolina 27519

Cell: +1 919 717 6933

Email: arun@kuberacap.com

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This communication is for informational purposes only and is intended solely for the addressed recipient. It does not constitute an offer, solicitation, or financial advice, and is limited to qualified investors. Investing involves risks, including loss of principal, and past performance does not guarantee future results. For full details, please refer to the official disclaimer page.

Capital at risk – The value of your investment can go down as well as up. All securities involve risk and may result in partial or total loss. Past Performance is not a reliable indicator of future performance. Kubera Capital does not provide tax or investment advice and any general information provided is to help you make your own informed decisions. See Key Risks & Disclosures for further information.

Financial Planning and Wealth Management

provided by Trillium Square Advisors LLC

Kubera Capital Members have access to financial planning and wealth management designed for physicians to achieve their financial goals.

About Trillium Square Advisors LLC:

  • Independent, fee-based fiduciary advisor serving individuals and businesses
  • Provides financial planning and investment management services
  • Short one-time consultation or ongoing engagements
  • Access to public as well as private market investment ideas
  • Unique investment strategies to minimize market risk - long term or short term investments

Fee schedule:

Service List price Kubera Capital Member discount
Financial Consultation $ 295 per hour 20%
Financial Planning
(1 year subscription)
$ 330 per month 20%
Investment Management 0.59% to 1.19%
of assets under management
20%

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