Invest Clearly empowers you to make informed decisions by hosting unbiased reviews of passive investment sponsors from verified experienced investors.
Deborah Nye
5.00
I've known one of the principals for many years through RE investing and conferences. I am more of a passive investor now and I can trust PPR. I am confident in PPR's ability to deliver, they have built the infrastructure over time to support what they do. Payments come on time and they are always available to answer questions.
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PPR Capital Management
Verified Investor
5.00
I have known Denis for several years and have invested in multiple deals with SIH Capital. They are extremely detail-oriented, organized, and innovative. I was looking for investments that were not correlated to our other holdings, which were concentrated in traditional stocks and real estate. The communication and clarity both before the investment and after is top-notch and substantially better than other big-name private equity investments we have.
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SIH Capital Group
Denis Shapiro
5.00
I first invested in PPR in 2012. For more than a decade, I enjoyed a steady return with zero excuses of underperformance. PPR will always be one of my preferred investment vehicles.
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PPR Capital Management
Verified Investor
5.00
I have invested in PPR funds since 2018. I have been paid every time, on time, not late one day. The PPR team is professional and manages risk wisely. Communication has been perfect.
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PPR Capital Management
Verified Investor
1.00
There was a time when Kenny Wolfe was charismatic and seemed incredibly knowledgeable. The investment we made with him has been a disaster. He managed the property incredibly poorly, and eventually a large LP had to step in and take over control of the deal. They found ignored major repairs (such as leaks and water damage), bad bookkeeping, high crime rates, and an occupancy rate under 50%. Wolfe did a capital call - and squandered the money without turning the deal around. We'll be lucky if we get our money back on the deal.
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Wolfe Investments
Luke Grieshop
5.00
I've invested with TJ for over a year at this point. I can't say enough about his attention to detail and communication month over month. He gets into the nitty gritty and really cares about keeping his investors educated. He's always transparent and that goes a long way as an investor. Highly recommend having a call with TJ and seeing this first hand.
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Burns Capital Partners
Chris Luksa
5.00
Partnering with Burns Capital Partners was an absolute breeze! Their team is highly efficient, always communicative, and made the entire process smooth and stress-free. From start to finish, they handled everything with professionalism and attention to detail, so I always felt confident and informed. If you’re looking for a reliable and results-driven partner, Burns Capital Partners is the way to go!
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Burns Capital Partners
Brad Sorensen
5.00
My investment with Aspen Funds' 116 Upstream Energy Fund is reasonably new (one year, give or take), but so far the fund is over-performing.
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Aspen Funds
Verified Investor
1.00
Poor experience with Latigo so far. I am in Noble Vines/Hadley in Cape Coral. Poor execution. Keep calling for more capital calls but no explanation as to what they hope to accomplish with the additional capital or if sinking more money in will get the project to a better place. Just recieved an email if we don't contribute another 1.5 million in the next week the loan will default.... but no other communication if they are buying a rate cap, refinancing or....? Not impressed with communication or execution so far...
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The Latigo Group
Verified Investor
1.00
Best case scenario, Daryl Heller is a shady sponsor who after years of paying distributions, made a some last minute shady moves in an attempt to enrich himself at the expense of investors. Worst case, it was a Ponzi scheme all along. Investors are suing him now and he is supposedly settling. We shall see if investors actually get paid. Apparently there are multiple lawsuits in various jurisdictions and he is being investigated by the SEC as well as other regulators.
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Prestige Investment Group
Verified Investor
2.00
I invested in the ATM Prestige investment through Asym Capital, and the investment has had some challenges and I'm concerned that I will not get my investment back. I'm not sure if Asym is involved with the deal any more or if they just brought capital on the front end, but I've not heard from Asym Capital for months regarding this investment now that it is in litigation. It could be possible that Asym just raised the capital, but my expectation has been that I would hear from them directly versus the fund that Asym must have been feeder fund for.
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Asym Capital
Randy Smith
5.00
Don Wenner and the team at DLP Capital are true stewards of investor capital. The onboarding process was easy, the communication is 2nd to none, the returns have been fantastic, and the overall vision and moral conduct of the group are amazing. I would highly suggest investors to consider investing with DLP Capital.
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DLP Capital
Laura Hasler
5.00
ODC has exceeded our expectations with professional and timely communication. We were very impressed that they delivered our K-1 on-time and surpassed the tax benefits we anticipated. Returns to-date as well as ongoing response after we invested have also eclipsed expectations. Overall, ODC has made it an easy and exciting experience to watch our investments grow in a new way.
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Open Door Capital
Verified Investor
1.00
Invested in the Sunbelt Fund so have nothing good to report with essentially no distributions since investing a few years ago. Seems the operators including Brandon are more interested in marketing new projects instead of making sure existing struggling projects are operating well. Not sure where their preferred returns investors came from but will see if their able to turn the ship around on this fund and at least return our original investment. For all you new investors this is the type of email they presented AS THEY WERE MARKETING NEW FUNDS on social and their websites. In addition, we’ve seen a 20%+ surge in material and labor costs associated with both CapEx and regular unit turns. These multiple compounding factors have dramatically impacted the performance of SDP, causing a significant strain on cash flow and our ability to continue completing our targeted level of interior rehabs to maximize the ROI on our unit turns. Our Options My team and I have been working closely with Disrupt Equity over the past few months on a plan and have now identified what we believe is the best path forward. The good news is that our current loan term doesn’t end until June - September 2025 (depending on the property), so we won’t need to refinance until later next year. Having said that, we're left with a couple of options: Option #1 – sell the asset immediately at the most inopportune time. Accounting for the current headwinds mentioned above, we would estimate a disposition price of around $80M-$84M, translating to a 53-62% loss of original equity. Option #2 – Obtain ~$3M of additional equity to extend the property’s runway and allow for the full execution of our business plan going into a refinance. This would also provide us more time for the markets to adjust and alleviate some of the headwinds mentioned above. Note that this equity is the minimum required to cover our operational shortfalls and business plan to carry us to a refinance. Depending on market conditions at the time of refinance, there is a chance that additional preferred equity may be required for a cash-in refinance. This is wholly dependent on the market in 2025, which we’re hopeful will improve relative to the last couple of years.
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Open Door Capital
Jeff Yowell
5.00
I am thrilled to share my experience with Open Door Capital (ODC) as an investor in Fund 11. From the very beginning, the investor relations manager has been incredibly responsive, addressing all my queries promptly and thoroughly. This level of communication has been a breath of fresh air and has made the entire investment process smooth and reassuring. In just a few months, Fund 11 has already outperformed my expectations. The returns have been impressive, and it’s clear that ODC’s strategic approach is paying off. One aspect that particularly stood out to me was how transparently ODC communicated their decision not to move forward with one of the assets in the fund. They provided clear reasoning and allocated the funds wisely, ensuring that our investments remained secure and profitable. Given my positive experience, I am confident that I will continue to invest with ODC in the future. Their professionalism, transparency, and impressive performance make them a standout in the investment world. Highly recommended!
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Open Door Capital
Verified Investor
3.00
Invested in two projects with Holdfolio. I believe both investments will be successful, but there have been some issues: One new build storage project was supposed to take 10 months for construction. Two years later and construction has NOT BEGUN! If I had more money invested, I'd be throwing a fit lol. The only explanation is that interest rates are unexpectedly high. The folks that work at holdfolio are often clueless. They feel like fundraisers right out of college who have never owned real estate themselves. I will say, they are nice and not overly pushy, which is a big positive for me. But, clueless when it actually comes to real estate. I invested with them because I connected directly with the operators. The second project is performing and cash flowing somewhat under expectations, but is otherwise a solid stabilized investment.
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Holdfolio
Verified Investor
4.00
Communication is great. Emails and calls are immediately answered. Performance of the funds and one off investments have been subpar. Multiple investments have not generated cash flow for multiple years despite expectations of cash flow within 1 year. Some serious concern that expenses and repairs are not managed properly and should be much less. Overall, most of the assets have appreciated in value and I expect all of the investments to be winners in the long term.
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Beal Capital
Cameron Mehta
5.00
Positive experience with Aspen. I like that they are a public facing company. Reporting is adequate, timely and complete. They don't go above and beyond with quarterly updates, hence the 4 starts, but otherwise are responsive, etc. My biggest complaint is that they prioritize larger investors. For example, if an investor has 1M to invest, they will receive a return of 10% vs 8% at a 100k investment amount. I personally don't ethically like tiers that reward larger investors and this has deterred me from a few of their investments. Will be placing more capital with them in the future.
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Aspen Funds
Verified Investor
4.00
Enjoy the updates and communication from Lone Star. They are youthful but appear to be well run and good operators, and you can really tell they care. Extra comfort with Kent providing support and running with his tax abatement expertise.
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Lone Star Capital
Verified Investor
5.00
Brandon Turner and co have really created a well oiled machine at Open Door Capital. As an investor for over 40 years, I can honestly say they are some of the best that I've worked with. They consistently bring me quality offerings with competitive returns, tax benefits and diversification. The team has always provided me with excellent insight and answered all of my questions along the way. As an added bonus, I admire Brandon's faith and his commitment to fighting human trafficking. I trust Brandon Turner with my investments!
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Open Door Capital
Verified Investor
5.00
This is my first syndication investment and first investment with ODC. The initial process was smooth and informing. Nick Shaffer has been my point of contact the entire time and he is very responsive, knowledgeable and willing to educate you and help you feel comfortable about the facts. This fund has just begun so let's see where this ride takes us !
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Open Door Capital
Verified Investor
5.00
The communication, knowledge and transparency you receive from Burns Capital Partners is unmatched compared to my experiences as an LP with other groups. TJ ensures interests are aligned and builds a level of trust that investors can appreciate. I would highly recommend Burns Capital Partners to anyone looking to deploy their capital with a private equity firm.
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Burns Capital Partners
Verified Investor
1.00
They have over promised and under performed on every single metric. They promised 7-9% annual returns. We barely received 2% for 1 year and then distributions were paused. Now I'm just hoping we will get our capital back eventually without a capital call as some of their other funds have needed. I was sold on the whole Brandon Turner marketing machine and should have invested with a more experienced operator. I don't know how they have 5 stars on this platform when every investor that I know that has invested with them has been disappointed. Nothing besides the first fund is performing to projections and this is because the first fund was during the best time to invest when anyone could make money because of the rapid inflation that took place in 2021. Investors beware.
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Open Door Capital
Verified Investor
3.00
I have not been pleased with the level of diligence and the sponsor's lack of familiarity with the financial details of the business and the underlying investment. The frequency of their marketing communications (presenting new deals) was steady when instead more frequent and substantive updates were needed on the failing investment itself (with specific financials, actions steps, key dates, etc.). Most of the communications, with a few exceptions, appeared to be forwarded emails from the operator or fellow managers and arrived with a delay. It turned out this sponsor had not been monitoring the financial performance and when the news of investment failure was delivered, it was not only a surprise but it was also too late to turn the ship. The one positive (which is important) is that at least the sponsor remained responsive to calls/texts/emails throughout the troubled period and before the investment exit. He is a very nice person. I will likely not be investing with that group again for the reasons stated above.
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Bronson Equity
Bret Gillespie
5.00
In summary, my wife and I invest with Nomad Capital, are partnered with them in multiple deals, and we plan to partner in more! Due to their expertise in the self storage market, the trust that we have in their team to deliver on what they say they are going to do, and the family atmosphere that they have created for not only their staff, but also including their investors. We have been extremely impressed by Nomad, and looking forward to riding the wave with them as they continue to grow and expand their offerings!
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Nomad Capital
Tyler Smith
5.00
Nomads unique strategy, streamlined operation, and proven returns, makes them one of the top syndications in the country. The family driven operation is led with total integrity. For investors researching investment opportunities, look no further.
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Nomad Capital
Verified Investor
2.00
I have been invested in MC companies, Growth and Income Fund 1 for a little over 2 years now. I originally jumped on board for all the wrong reasons: this is Ken McElroy, the apartment multifamily guru, yada yada. I figured his name and reputation stood for something good. I also didn’t do enough due diligence upfront so I can’t really speak to that, I was just excited to get involved with a big name. I have invested in multiple other syndications with other operators during the same time. And I have to say by four this is the worst. We have not had a capital event, so I’m not talking strictly financial, though I can confirm I have not seen any distributions since the start of this fund, and shortly thereafter we were told that the market is challenging for everybody and times are not good, and the GPs are going to look for an opportunity to exit. That itself is not the reason I gave such a low rating, a lot of my other deals are in a similar situation (though every other deal did at least start out by making distribution’s). The reason I say this is the worst is because of a lack of communication. Most of my other deals report, monthly or quarterly on a consistent basis with thorough details. I believe it took MC 6 to 9 months to finally start quarterly reports which typically come in the form of a half page spreadsheet with financial performance and a handful of notes that speak to the spreadsheet, but don’t really give any overall assessment of the asset, update to strategy, business plan, or market conditions like my other investments do. This is the only investment I am extremely concerned that I will lose money, where the other investments have said that they had long-term debt, significant, cash reserves, or some other form of mitigation strategy. I believe the best case at this point is for MC to hold out as long as they can to look for an opportunity to exit, ideally without losing any of our money. That would be ok, except for the opportunity cost. Additionally, it is frustrating to listen to Ken on his podcast, tell the audience that so many other operators are in Dire Straits and may be forced to sell, and that they do not have good plans in place. I feel like he is describing his own investment, and I do not have any confidence in his company’s ability to execute this deal. Once it’s over, I’m out! They don’t go out of their way to communicate with investors outside of asking for more money for a debt raise to support the fund. That is the only time I have heard from them. To be fair, I have not went out of my way to ask them for updates. Based on my experience with the other operators, I have not needed to do so. In my opinion when I have trusted them with a large sum of money and they are obviously behind on their business plan (and lay the blame on anyone and every thing exempt themselves), I would have expected them to reach out. I do not feel valued as an investor with this company and will not make that mistake again. The only reason I did not give a 1-Star is because they are still communicating, and have not lost my money . If that changes I will try to update this review.
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MC Companies
Verified Investor
1.00
The only communications coming from Prestige pertains to continuous delay of distributions. Their initial email lacked substance (as none of the reasons for the delay in distributions stated were net new events to the business or events that would transpire overnight). It was disappointing (to say the least) when it was acknowledged that information had been known for weeks and months; yet the news about the delay in distributions came two days before they were supposed to hit the bank account. LP requests for basic information has landed in a black hole (information such as complete financials, break down of ATM fee income and unit purchases, action plan to remedy the situation, proforma, bank statements, to name a few). I am told by the syndicator I invested via in Fund 5 and 6 that they are being ghosted too (not sure I have complete confidence in that statement). This is not acceptable and I will not be investing with that operator ever again. Nor will I recommend them to anyone.
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Prestige Investment Group
Verified Investor
2.00
July 2024: Very poor experience. Pattern of behavior to date: 1) Prestige fails to make distribution on agreed upon date, 2) Prestige establishes a new date for distribution after payment is missed, 3) repeat steps 1 & 2 over and over. Communication is serially tardy and provided only after a distribution is missed despite the fund manager knowing well in advance that the distribution will be late. Too numerous to count irrelevant excuses provided for repeat communication/distribution failures. Direct inquiries to management go without reply. Happy to update this review if/when things improve.
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Prestige Investment Group
Verified Investor
3.00
This company does real estate development projects. This investment was in a GP fund in 2023. I have no real complaints so far but, this is still very early stage. They were very responsive during through out the due diligence process. Now that I am engaged, I do believe communication could be a bit better but, they are a small company so I would rather they focus their efforts on the investments themselves anyway. I feel good about the investment but, I recognize they are a bit more risky then more established competitors. However, the additional returns combined with a track record of experience and pivoting if necessary, made it worth consideration.
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Arabella Capital
