Frequently Asked Questions

Get answers to common questions about multifamily real estate syndications, investment requirements, and our process.

What is multifamily real estate syndication?

Multifamily real estate syndication is a partnership where multiple investors pool their capital to acquire and operate apartment buildings that would be difficult to purchase individually. As the general partner, MB Capital Group identifies, acquires, and manages the properties while limited partners provide the majority of the capital and receive quarterly distributions and equity appreciation.

What is the minimum investment amount?

Our typical minimum investment is $50,000 per syndication. This allows us to work with serious investors while keeping the deal structure manageable. Some opportunities may have different minimums based on the specific property and offering terms.

Do I need to be an accredited investor?

Most of our offerings are available to accredited investors, but we also have opportunities for sophisticated non-accredited investors. An accredited investor typically has a net worth exceeding $1 million (excluding primary residence) or annual income of $200,000+ ($300,000+ for married couples) in the past two years.

How often do you pay distributions?

We typically pay quarterly distributions to our limited partners. Distribution amounts vary based on property performance, but we target 6-8% annual cash-on-cash returns. Distributions are sent electronically and accompanied by detailed performance reports.

What types of properties do you target?

We focus exclusively on 2-4 story Class B and C apartment buildings in growing markets. These properties typically offer strong cash flow, value-add potential, and manageable operational complexity. We avoid high-rise developments and focus on workforce housing in stable rental markets.

How long is the typical hold period?

Our typical hold period is 3-7 years, depending on market conditions and value-add execution. This timeframe allows us to implement improvements, stabilize operations, and maximize returns before refinancing or selling the property. We always communicate our exit strategy upfront.

Can I invest using my IRA or 401(k)?

Yes! Self-directed IRAs and solo 401(k)s can be excellent vehicles for real estate syndication investments. We work with Horizon Trust Company to help investors use their retirement accounts. This allows for tax-deferred or tax-free growth depending on your account type.

What are the tax implications?

Real estate syndications offer several tax benefits including depreciation deductions that may offset some or all of your distributions. You'll receive a K-1 form annually detailing your share of income, deductions, and credits. We recommend consulting with a tax professional familiar with real estate investments.