Livita Equity is a real estate private equity firm that seeks to help high earners protect and grow their wealth through private commercial real estate investing. Our mission is to help investors achieve their personal financial goals through group investing in commercial real estate. We provide educational resources and attractive investment opportunities to empower investors in reaching their financial goals.

Here is the step-by-step process:

1. Get started by applying to be a member of the Livita Equity Club. 
2. Schedule a call with us to get your questions answered and ensure investing with us is the right fit for you and your goals.
3. Once approved, register as an investor in our investor portal
4. Verify your accreditation status in our portal by uploading a signed Accreditation Letter or follow the instructions for 3rd party verification in the portal.
5. Review investment documents and details
6. Submit your commitment to invest and sign the subscription agreement.
7. Fund your investment through wire or ACH.
8. Receive monthly or quarterly updates depending on the specifics of each investment. 

The minimum investment is $50,000.

Once you have signed the offering documentation, you will receive instructions on how to transfer your funds via wire or ACH.

We typically do not accept capital until we have identified suitable investment opportunities. To join our mailing list and receive notifications about investment opportunities, please complete the Get Started questionnaire.

Our investments are open to approved, accredited investors or business entities. Accreditation requires third-party verification to validate an investor’s accredited status as required by the Securities and Exchange Commission. See our investor portal for a step-by-step verification process.

Accredited Investors are individual investors who either have income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expect the same for the current year OR have net worth over $1 million, excluding primary residence (individually or with spouse or partner)

You can invest with cash or with funds from self-directed IRAs, self-directed 401(k)s, trusts, LLCs, partnerships, or corporations.

Most of our debt investments have a lock-up period of at least one to two years. Equity investments typically have a longer holding period of three to seven years, though in some cases, this may extend to 10 years or longer.

An investment in the fund should be considered mid to long-term in nature. Investors should be in a financial position to hold their investment for the full duration of the term. Hold periods may vary by investment, and investors should review the specific offering documents for details.

Our team invests in multifamily, self-storage facilities, mobile-home parks, RV parks, and potentially other commercial real estate asset classes. You can invest in one or all of these investments through our investor portal. You get to assemble your own real estate portfolio through our customizable fund. See the specific investment details for more information.

We provide investors with either monthly or quarterly distributions depending on the specific asset. See specific investment details for more information.

In conjunction with our operating partner, Livita Equity provides investors with quarterly investment updates, which reports various activities, performance and operations of the property. Annually, investors will receive a K-1 for tax reporting.

K-1’s are used in partnerships for tax reporting purposes. When you invest with our fund, you become a limited partner. Annually, you will receive one (1) K-1.

Generally, no. The majority of our investments are illiquid as the capital is used to acquire real estate. Investors should not invest money that is needed within the near term. In the event that an unexpected liquidation is needed, please refer to the offering documents for specific details.

A REIT (Real Estate Investment Trust) is basically a real estate stock that is highly correlated with the performance of the stock market. Also, REITs do not provide the tax advantages like our fund customizable fund can. 

As a passive limited partner investor in our real estate investment(s), you may have the following tax advantages:

• In initial year(s) of investment, cash flow distributions will often flow to you on a tax-deferred basis due to deductions like depreciation

• Proceeds from refinance events typically come to you with no immediate tax obligation

• The step-up basis benefit reduces your heir’s tax obligation when they sell the inherited asset

This is not professional tax or legal advice, and should not be relied upon for making investment decisions. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax and legal advisors before engaging in any transaction. See offering documents for additional details, disclosures, and disclaimers.

Our team leverages years of real estate experience to maximize each project’s success. Our large investment amounts allow sponsors to give us preferential returns which typically covers our fees. We collect due diligence fees at the beginning of the project, asset management fees throughout the life of the hold, and share on the upside profits after investors receive their capital and preferred return distributions. See specific investment details for more information.

No. Livita Equity does not provide any investment guarantees. There is no guarantee that any projected results will be achieved. Investing involves risk, and investors should be prepared to bear the loss of their entire investment. All investors should make their own independent evaluation and analysis before deciding to invest. They should carefully consider all investment objectives and associated risks before investing with Livita Equity. Prior to making any investment decision, potential investors are advised to review the applicable subscription and offering memorandum documents and to consult with their tax, legal, and financial advisors.