Icon Heritage Partners

How It Works

HERE'S HOW TO INVEST WITH US

SIGN UP

Get started by completing the investor application. We have certain SEC rules to abide by.

CONNECT

Let’s get to know each other. Schedule a call or join one of our upcoming webinars.

INVEST

Once accepted into the Fund, decide how much to invest. You can also invest from your 401K.

SIT BACK

Enjoy monthly or quarterly passive income, upon investing
OUR ADVANTAGE

Build your custom real estate portfolio with our Fund

What’s different about our Fund is that you have the flexibility to customize which deals you want to invest in. Why invest in a single property when you can invest in a portfolio of properties?

Submit the investor application

INVESTORS MAKE MONEY 4 WAYS

CASHFLOW

from operations
Positive cash flow from rental income is typically distributed to investors quarterly and in lump sum payouts at disposition and/or refinancing.

APPRECIATION

from capital and operational improvements

Through physical and operational improvements, we can increase the value of the property by increasing Net Operating Income (NOI).

AMORTIZATION

to build equity

Revenue from regular operations and rental income pays down the debt on the property, which in turn builds equity for investors.

DEPRECIATION

and other tax benefits

Investors benefit from tax benefits such as accelerated depreciation and cost segregation, possible 1031 exchanges into new projects and tax free return of initial equity.

BENEFITS OF INVESTING WITH US

We focus on value-add multifamily with strong potential for income growth and appreciation.

While typical real estate funds are blind pool funds, ours allows you to invest only in the deals you want.

Slice & dice your invested capital and spread it across multiple investments in the fund to build your portfolio.

As a limited partnership fund, income/expenses and profits/losses all pass
through directly to investors.

WHY VALUE-ADD REAL ESTATE?

It's Non-Speculative and Consistent

VALUE-ADD

DEVELOPMENT

CORE/CORE PLUS

WHY CLASS B & C PROPERTIES?

Macroeconomic Resiliency.

Class A

Class B

Class C

ECONOMIC DOWNTURN

ECONOMIC BOOM

During a recession, Class A renters move to Class B. During economic boom, Class C move to Class B.