We have built a flexible platform to work with a wide group of investors

Our focus on small and middle-market investments allows us to create flexible structures for individual investors and family offices. We break our investors up into three main categories, as outlined below. This is just a summary, we will take the time to get to know you and your objectives if you are interested - use the form to the right to start the process.

Accredited Investor:

The SEC recently expanded the definition of an accredited investor, for an individual, the basic definition includes: (i) An individual with an annual income of $200,000 or more (or $300,000 for joint income) for the last two years; (ii) An individual (or jointly with a spouse) with a net worth of $1 million or more (excluding the value of the person’s primary residence).

Non-Accredited investor:

We take our responsibility to comply with securities laws very seriously, first because it’s the law, but more importantly, because the rules are designed to protect investors. One of the core missions of CRE Vertical is to level the playing field and help small individual investors generate additional income and build wealth. There are a number of scenarios in which we can work with non-accredited investors - let’s connect and see if one works for you.

CRE Collective Member:

The CRE Collective is an invite-only group, designated for individuals that we know personally and who have extensive real estate industry experience. If you would like to learn more about the Collective and the requirements to earn an invitation, click here.

This is not a commitment on your part or an offer on our part, but it is the initial step in what we expect to be a positive endeavor

FAQs

What are your minimum and maximum investment requirements?

Our minimum investment will vary depending on the asset or fund, but can be as low as $5,000. We do not have a maximum per se, so long as it complies with securities laws or other regulations.

do you guarantee returns?

No. However, we do utilize decades of experience to prepare projections, which will be shared with you as an investor. There are market factors that will always be out of our control, that is why our asset management approach strives to concentrate on controlling the controllable and executing a comprehensive, yet flexible strategy.

What types of investments are you targeting?

We focus on small and middle-market commercial real estate investments and in certain circumstances, businesses that serve the real estate industry. Commercial real estate covers income-producing properties from multiple asset classes, including industrial/distribution, retail, office, and multi-family. We target acquisitions in the $1MM to $25MM range.

How does cre vertical make money?

Depending on the asset or fund, we will collect certain fees for acquisition and management services. Any fees will be clearly spelled out prior to initiating any investment. We (through a related entity) may also invest directly in the deal.

What type of reporting do you provide?

Transparency is critical to our mission. Frankly, advances in technology make it rather easy to share updates on both economic performance and operational matters. Investors have access to a portal, which will include updates on a property or fund’s performance, as well as details specific to their investment - such as amount invested and distributions received.

If I invest, will I be able to quit my job in three months?

Nope. But you will be taking a step in the right direction in terms of having your money work for you.

Will this FAQ section address every one of my questions or reasons for hesitating?

Unlikely - nor should it. This is a big step, especially for new investors. Reaching out to us using one of the forms on this website is not a commitment on your end to invest. Additionally, we are not going to present an investment opportunity to you until you are on one of our qualified lists. All we are talking about here is making an introduction and getting the ball rolling - let’s connect!