Smarter Private Investing with Verified Investor Reviews

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Timothy R.

5.00

Love working with this group. Payments and communication have been consistent. I'm also enjoying their online social media presence, they do just enough virtually at the senior leadership level that they are accomplishing great branding, but they are clearly invested in their day to day operations versus the lime light of being on camera filming all the time, that I see with other syndications.

Rise48 Equity

Verified Investor

5.00

It has been a pleasure investing with Matheson Capital. I have invested in multiple deals with Will, Evan and the Matheson Capital team. They are communicative, professional and have a proven strategy for maximizing returns and in the current climate, are adept at limiting the negative effects of external economic factors. I have received excellent returns on my investments, and could not recommend this sponsor more. It is refreshing to have a sponsor that cares more about their investors than they do themselves, and such a rarity in the multifamily world is why they have so many repeat investors. I have recommended them to my clients, friends and family members without hesitation, and will continue to do so in the future.

Matheson Capital

Bob S.

5.00

I tried to invest with the rest, but bequest is the best. This is a solid investment fund run by professional, experienced, good people with integrity and values.

Bequest Asset Management

Thomas C.

5.00

Sergio and Corinn Altomare are the real deal. Hard working, detailed, and dedicated to investing wisely and profitably.

Hearthfire Holdings

Shawn V.

5.00

I've been in the Income Fund now for just about 1.5 years. They currently offer 8%, 10%, and 12% CoC returns based on investment amount and lockup period. I'm in the 12% and they have paid like clockwork without a missed payment or a deduction of any kind. Peter and Ron put on a Quarterly zoom call that is outstanding, in which they really want involvement and want people to ask questions. The team is highly accessible any time for any topic. I've added to my position twice and see myself adding more in the future. I highly recommend getting to know GSP REI to see if they are a fit for you.

GSP REI

Payton S.

5.00

I've experienced excellent communication so far with Burns Capital and been nothing but impressed. The experience has been above and beyond what I’ve seen as an LP in similar deals and I plan to continue investing alongside TJ and his team for solid, predictable passive income.

Burns Capital Partners

Mark K.

1.00

Having been an investor in three of their offerings (Braxton at Woods Lake, Riverside Flats at Aberfoyle Village, and Monterosso), I'd strongly recommend looking elsewhere. While the pitchbooks looked very attractive, the actual results have been less so. Braxton was supposed to be a 5 year hold, but sold 2 years early, with a 2% IRR (you read that right). Riverside Flats has a roof leak in all three buildings (litigation ongoing), so roughly 1/3 of the units can't be rented. Monterosso was an underperforming 4 year old investment, that recently sold at well below purchase price. So, I'm out $100K. I've had better luck with other syndicators. Three Pillars Capital comes to mind.

PassiveInvesting.com

Verified Investor

2.00

King Operating actually does a great job at marketing and professionally communicating to its investors both before & after investing which is one of the main reasons I invested so I can applaud them at that. They also have a weekly email, 2 min drill and many other educational podcasts, webinars, etc which makes them seem reputable. However, the problem is that they are unethical & have such a large GP promote that individual investors will have little to no chance of making decent returns. I invested in March 2023 and have yielded less than what a money market would have generated and we are supposedly actively drilling oil & gas wells in some of the richest basins. There is no way that you will actually be paid out on your original investment with the paltry returns generated from their overpromoted oil and gas deal. I have heard they're promote/mark-up can be as high as 100-150% or more. So, on a $200 million oil & gas investment fund, they will earn over $100-$125 million in profit while the little bit that's left over actually goes to drilling and delivering returns to it's investors. Also, they pay a hefty 10-12% commission to many unregistered capital raisers so plenty of "sales people" out there such as Sugo Capital (Sara Sullivan), Michael Blank, Patrick Grimes, and others promoting King to investors all in the name of get your tax benefit. The tax benefit is indeed legit but you will not make any real money with King. Stay away!

King Operating Corporation

Verified Investor

5.00

I am an LP in the Phoenix Portfolio and have endured the challenges others have noted with that particular investment portfolio. There was a capital call but it was a manageable % of the original investment, communicated well in advance, and the leadership team made themselves available as much as necessary to answer questions, explain the situation, etc. I would imagine the vast majority of value-add deals closed in 2021 have required capital calls (or worse), so I chalk this one up to unfortunate timing. I will invest with them again on future deals.

Rise48 Equity

Verified Investor

1.00

These guys got overly ambitious, created a very large fund (>$500 million) and at this point, they are about to lose it all to the lenders. NAV is now at around 36% of original and additional capital contributions. They screwed up on interest rate caps, made very ridiculous assumptions about tax exemptions and property taxes overall and just executed very poorly. To top it, the owner is rude, short in tone and I should have followed my gut better on investing with these guys.

S2 Capital

Shawn V.

5.00

I started investing with AE in their CDF-I back in 2022. I have since added to the position in 2024 and will I'm sure add to it again in the future. They currently offer 8%, 9%, and 10% depending on the minimum investment. I have been receiving my distributions like clockwork in which they have never missed or shorted me on over the last 3 years. The management and team are highly accessible, and communication has been outstanding. When I invested back in 2022, I was part of LFI (now Passive Pockets), and they gave me a bump in the asset class because of my affiliation. They may still be offering that bump, you'll just have to ask if your part of a group like Passive Pockets. I have not invested in any of their other deals, only the CDF-I, but from what I hear they perform just as well. I highly recommend getting to know AE.

Accountable Equity

Verified Investor

1.00

Mr. Fuller and his team have failed to procure a single distribution in over a year. You only receive emails about the attempts to refinance and restructure but I do not believe I will ever see another penny from ROI. Do not invest with this company as they have assets, yet refuse to liquidate.

ROI Property Group

Nicholas S.

5.00

Accountable was the second alternative investment I ever partnered with/invested in. I now have four separate investments and do look forward to other liquidity events to invest with them further regarding the offerings. Scott Bindas is an exceptional communicator and they have live webinars and multiple avenues to connect with them at any point in time. They are worth a look.

Accountable Equity

Deloane N.

1.00

I have invested proceeds from the sale of 3 rental properties in 5 DSTs and one opportunity Zone with Capital Square starting in 2014. All of the 5 DSTs were losers, producing almost NO cash flows as promised upfront. Every DST investment became encumbered by a "Cash Trap" with the lenders. The reasons were mainly leasing and sale issues that were not completed in a timely and prudent manner. Some of the properties were obviously purchased too high and therefore are not saleable at breakeven, much less at a profit, as was the objective. This company has been obsessed with rapid growth, amassing a large executive staff and investment portfolios that were not competently managed. Unfortunately for me, I am now retired and receiving no monthly cash flows and principal that is rapidly disappearing. At 72 this is the biggest investment mistake of my life.

Capital Square

Zach P.

5.00

I invested with TJ this year as my first passive RE investment and I can't speak highly enough about the experience so far. I've received on time distributions and TJ has called and text me directly on multiple occasions post-investment to check in and update me on things. The platform he uses for investment is also a great experience and makes things easy from due diligence, investment all the way to distribution.

Burns Capital Partners

Philip B.

5.00

TJ has done an incredible job at communicating both before I invested and after, very responsive with any questions. He called me personally on the day of my first distribution to make sure I received it and asked if I had any further questions. I have been receiving my monthly distributions as planned. The monthly updates he sends out are extremely detailed. I plan on investing with TJ again.

Burns Capital Partners

Verified Investor

5.00

I have had the pleasure of investing with Will and Evan in a multifamily asset in North Carolina. From the beginning, they have been great to work with. They are excellent communicators, and promptly follow up with any requests. The investment has gone very well and is one of the top performers in our portfolio. They were conservative in their assumptions going into the deal, and in most aspects, have outperformed those assumptions, which is a rarity in today's market. I would not hesitate to invest with them again.

Matheson Capital

Verified Investor

1.00

What a joke. These people should be ashamed of themselves. Two capital calls for their first fund; in the setting of my investment with 6 other competitor investment firms all at the same time, none of which have had even one capital call. Ashcroft blames everything on interest rate as if every other operator is not in the same situation. Just reflect poor planning and horrible mismanagement. I'm assuming ashcroft will shutter its doors soon. But remember never to do business with Frank Roessler, Scott lebenhart, etc if they ever go to another firm and try to swindle more people out of their money.

Ashcroft Capital

Verified Investor

1.00

100% loss of capital in the Sunbelt Diversified Fund portfolio invested back in 2022. My biggest lesson here is to not trust a youtuber/podcaster with dealing with the hardest parts of real estate, risk mitigation (floating interest rates) and property management. The partner they worked with from the beginning of this deal (Disrupt Equity) seemed to have bailed on this project a long time ago as well.

Open Door Capital

Verified Investor

5.00

Excellent Storage Syndication GP I've invested with Hearthfire, Sergio and Corinn, across multiple deals and have been consistently impressed. Quarterly reports are detailed and on time. Questions answered in a very timely manner. Always accessible and professional. Smart operational decisions and proactive problem-solving when issues arise. Highly recommend for anyone seeking a reliable, communicative GP in the storage space.

Hearthfire Holdings

Siddhartha M.

4.00

Hearthfire Holdings stands out as a communicative, responsible, and thought leader in the real-estate syndication space. The sector is rife with quick sales and get-rich-quick gimmicks, but I feel the Hearthfire owners have not only observed those practices but chosen to stand apart from that trend within the rapidly growing syndication space.

Hearthfire Holdings

Verified Investor

5.00

Our relationship with Hearthfire Holdings is still relatively new, and while we have not yet been through a full-cycle investment with the group, we’ve been very pleased with our experience so far. Our first investment together is already outperforming early expectations, which speaks to the strength of their underwriting and operational approach. The team’s diligence, transparency, and clear communication have given us a great deal of confidence that we’ve chosen the right partner. We look forward to growing this relationship and working together on future opportunities.

Hearthfire Holdings

Verified Investor

1.00

Redwood Capital is not a "firm." Their website is down, I can't find them on Google, and their business phone number was down. So, what's going on? Did they run out of money? If so, where's my money? This review is primarily about Benjamin Spiegel (managing partner). Matt Rinklin has been professional in my limited interactions with him. I don't think he is full-time in the business. Overall, my experience with Ben has been atrocious. In my opinion, Benjamin Spiegel is a charlatan. Emails, cell phone calls, and text messages go unresponded to. The only communication I get is from Ben's EA. One of the investments was pitched as a slam dunk—great market, already renovated, and tenanted. So, why haven't we received a distribution in over a year and a half? And no explanation? I wish I had done more due diligence before investing. At this point, I'm just hoping to recoup some of my investment. I'm seriously considering legal action against Ben Spiegel to gain transparency into what's been happening with these properties and the bank accounts. The only reassurance is that the properties are located in a strong rental market and bought when high interest rates were higher.

Redwood Capital

Verified Investor

3.00

This is specifically for the Car Wash portfolio. The investment is 1 year old. It was offered as a 4 pack car wash - which later was reported to be a 3 pack car wash portolio - and now down to 2 pack due to some issues with pricing the sale. According to the most recent report, the existing 2 car washes are performing but I signed up for a 4 pack portfolio not 2. And no cash flow at this time, not even interest on the 100K I invested in at least. My other investments with Beam have delivered cash flow but this particular investment has been very disappointing.

Beam Investment Group

Verified Investor

2.00

Saratoga Mobile Home Parks have been a disappointment. Poor performance, very vague reporting and overall lack of transparency. Distributions have been well below projections, then the dropped further and now they have stopped for the unforeseeable future. It seems like the properties are running out of cash. I have no idea if they will be able to recoup our money. I do not recommend them.

Saratoga Group

Verified Investor

1.00

Rise48 presented the TPP deal to the Left Field Investors. During my due diligence I was impressed when they state they only do business in their own (Phoenix) backyard. Fast forward 3 years later they have multiple deals in TX, NC and capital calls in AZ. Nuf said. We'll see what happens promises made with the 14% capital call.

Rise48 Equity

Verified Investor

1.00

I invested in Fund 1. So far not one but two capital calls for the same fund. Alot of excuses, calls to representatives don't match what was said on the webinar. Ashcroft blaming everything but themselves and after the first capital call offered investors who contributed access to investing in their new acquistion?!?!? Ending my partnership with them and at this point just hoping to get back what I put in.

Ashcroft Capital

Jeff R.

3.00

This is a mid-cycle review. I have invested with Ashcroft across three different deals, the first 2 were single-property deals (via my SDIRA) and then I invested in the Value Add Fund III. I was initially attracted to Ashcroft based on the leadership team and the fact that they are vertically integrated, with construction and PM in-house (300+ employees). Frank Roessler (CEO) had more than a decade of experience and knew what he was talking about on webinars, etc. Joe Fairless was a syndication superstar, practically writing the book, as well as having trained many other GPs on how to be a syndicator. I did my DD and decided to invest in a few deals (at the minimum $). All 3 deals have experienced issues, mostly with floating rate debt, but also with plans that fell through or assumptions that did not hold up. Distributions have been off and on for the 2 single-property deals. The newer investment, Value Add Fund III, was started Feb 2023. It has Rate Caps with I/O loans for the first ~5 years. Year-2 CoC projection was 6.3% (Yr 3 @ 7.0%). I've received a total 11% return (across 31-months, so 4+% annualized), and trending to 4.8% in 2025 (the end of Yr 2), with a steep drop in distribution rate this summer. I'm not sure if it's asset mismanagement, faulty underwriting assumptions, or something else, but it's probably not a interest rate problem since it was initiated in Feb 2023 and SOFR has actually dropped by 9% (30 basis points) since then. I don't plan to invest any add'l capital until I see the first 2 deals go full-cycle and the fund stabilizes. The monthly communications are very good, with lots of data on each property, and they've added to the comms over time based on surveys with the LPs asking what we wanted to see. The investor portal regularly gets updates with full financials on every property, which is great.

Ashcroft Capital

Verified Investor

2.00

The Good - The dashboard is great with nice graphs, earning the platform a 5/5 for technology. The Bad - The performance is abysmal. I began investing with Fundrise in early 2019 (before the latest RE boom), and my annualized net IRR has been 2.04%. The Bottom Line - Since early 2019, the annualized US inflation rate has been about 4%. My investment has a negative real return, effectively losing money. The updates are vague, and there is zero insight into individual assets, warranting a 1/5 for communication. If you need transparency or even just average returns as your bare minimum, Fundrise is not the platform.

Fundrise

Kevin P.

5.00

Researching this company and its team has given me the necessary confidence to invest my hard earned money. The in-person Business Review on November 15 added the icing on top of the cake. CEO, Peter Snell's detailed answers and unrehearsed responses exude his confidence in his team and each of their respective specialties. While the O & G sector can never be a place for 100% certainty, the Petrovybe team acknowledge this but employ every available technology and resource to ensure best possible results. For me, his subtle, faith-based direction instilled additional confidence this is the best place for me to invest.

PetroVybe

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Matheson Capital

5.00

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