Commercial Real Estate Investment Specialists
Ways to Invest
Ways to invest with Vitalis Capital Group
Access quality real estate through a variety of channels, curated to fit a range of investor needs.
Any individual who meets the accredited investor requirement can invest with VCG. To invest as an individual means to hold the investment personally in your name or jointly with a spouse. This is the most common way to invest.
At the end of each applicable tax year, you will receive a Schedule K-1 tax form in your legal name, for you to use when filing your income tax return.
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Ways to invest with Vitalis Capital Group
You can invest as an entity as long as you meet the accredited investor requirements. In this case, your entity will be the investor instead of you individually. The benefit of investing as an entity is that you put an extra layer of protection. An entity could be an LLC, S-corporation, or C-corporation.
If you are the sole owner of the entity, you will be verified as an accredited investor personally under the individual requirements. If there are multiple equity owners, each owner needs to show proof that they, individually or combined with their spouse, meet the accredited investor qualifications.
At the end of each applicable tax year, you will receive a Schedule K-1 tax form in your entity name, for you to use when filing the income tax returns.
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Investing as an entity
You can invest as a trust as long as you meet the accredited investor requirements. In this case, your trust will be the investor instead of you individually.
At VCG, we accept living revocable and irrevocable trusts.
The major benefit of holding property in a trust is that the property avoids the probate process when transferring assets to the beneficiaries. Trusts may also be eligible for additional tax benefits.
If you are the settlor of the trust, you need to be verified as an accredited investor personally under the individual requirements. If there are multiple settlors, each settlor needs to show proof that they, individually or combined with their spouse, meet the accredited investor qualifications.
At the end of each applicable tax year, you will receive a Schedule K-1 tax form in your trust name, for you to use when filing the income tax returns.
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Investing through a trust
You can invest through your retirement account as long as you meet the accredited investor requirements. In this case, your retirement account will be the investor instead of you individually.
The benefit of investing through a retirement account is that they provide additional tax benefits.
At VCG, we accept Self-Directed Solo 401(k), IRA LLC Single-Member, and IRA LLC Multi-Member.
Some types of retirement accounts require that the investment property generates passive income for at least one year, or that a custodian manage the account. Therefore, we can only accept the three types of accounts stated above at VCG.
At the end of each applicable tax year, you will receive a Schedule K-1 tax form for you to use when filing the income tax returns.
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Investing through a retirement account
VCG welcomes fund companies to invest alongside our investors. When investing as a fund, the fund entity itself will be the investor with an ownership stake in the property.
All investors in the fund need to be accredited investors in order for the fund to invest in our syndication deals.
Once an investment is complete, VCG sends the disbursements to the fund account holder, and the fund then handles the distribution of proceeds to the investors in their fund.
At the end of each fiscal year, you will receive a Schedule K-1 tax form in the fund’s name for you to use when filing your income tax return.
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Investing as a fund
VCG's focus on relationships is truly remarkable. They don't just treat you as an investor; they make you feel like part of a family. Through their extensive network, I've had the opportunity to connect with like-minded investors and industry professionals. This sense of community, combined with their investment expertise, has made VCG my go-to choice for real estate investments.