High Net Worth Individuals
We are eager to continue working with HLC because it has yielded fantastic results for us and overall, it has been a very pleasant experience. We have also used their platform which is user-friendly and transparent, and we have been able to see everything that we’re involved with vis a vis HLC, because of the platform. It makes everything simple
Backed by over 75 years of experience, HLC Equity works directly with High Net Worth Individuals to help grow their real estate portfolios. We do this by investing alongside all of our investors in exclusive, institutional-grade real estate deals, leveraging our detailed due diligence process and strategy, with an eye towards value creation throughout the entire investment cycle.
We call this platform HLC Direct, as it allows sophisticated investors to invest directly with HLC Equity, streamlining the investment process and reducing fees while gaining direct exposure to premium real estate assets. Transparency and innovation are at the core of this approach, as we combine personal access to our Investment Solutions Group with intuitive, user-friendly technology to ensure the investment experience is catered to your needs.
HLC Direct Investing Platform
We are first and foremost real estate owners and operators that leverage technology to better serve our communities and investors. We launched HLC Direct to provide individuals access to our institutional-quality real estate investments, allowing accredited investors to invest alongside HLC Equity as the sponsor, without any third parties. Unlike other investment platforms who rarely own and operate their assets, HLC Direct offers the benefits of actively owning real estate with the ease of passive investing. We own and operate the properties directly and invest our own capital into the transactions we promote.
FAQ
HLC Equity targets core markets with attractive demographic trends and a healthy demand/supply ratio.
HLC Equity invests in a wide range of real estate assets, with various risk/reward features. We most often invest in value-add, core, and core plus transactions. Our primary focus is cash flowing multifamily properties, necessity-based retail assets with long term leases and credit tenants, and other opportunistic ventures are considered on a deal by deal basis.
HLC Equity does not strive to be the cheapest real estate sponsor in the industry. We strive to give private investors direct access to institutional quality real estate deals that they otherwise would not have access to. So, while our management and success fees are considered market rates in the industry, what is most important to us is that we are well-aligned in every transaction. Additionally, by investing directly with HLC Equity, it immediately reduces fees that otherwise would have been charged had you invested through a third-party intermediary (AKA a middleman). Every deal has a different fee structure and you are encouraged to review the transaction documentation and to reach out if you have any questions.
Register for an account in order to pre-qualify yourself for future investments, which are sometimes oversubscribed. Be the first to receive insights on new transactions and important investment information. Once you have invested, your account on our portal also becomes your key resource for your account information and financial statements.
Sophisticated accredited investors, wealth managers, family offices, and institutions.
An accredited investor is a term used by the U.S. Securities and Exchange Commission (SEC) under Rule 501 of Regulation D. In order to qualify as accredited, an investor must accomplish at least one of the following:
Earn an individual income of more than $200,000 per year, or a joint spousal income of more than $300,000 per year, in each of the last two years and expect to reasonably maintain the same level of income;
Have a net worth exceeding $1 million, either individually or jointly with his or her spouse (excluding the primary residence);
Be a bank, insurance company, registered investment company, business development company, or small business investment company;
Be a general partner, executive officer, director or a related combination thereof for the issuer of a security being offered;
Be a business in which all the equity owners are accredited investors. Be an employee benefit plan, a trust, charitable organization, partnership, or company with total assets in excess of $5 million.
Please contact partner@hlcequity.com
Yes, you can. Each entity varies, but the HLC Equity Investor Solutions Group is happy to work with you on ensuring a smooth onboarding.
When you invest with HLC Equity you generally become a partial limited owner in the entity that is purchasing the property. The rights and ownership are detailed in the transaction offering material and we encourage you to read through all documentation diligently.
Our portal allows 24/7 access to view your investment info, historical distributions and cash movements, and other property and financial statements. Additionally, investors are provided with updated financial and property reports at least once per quarter.
Yes, that is the goal. You invest, we do the work, you receive distributions and your capital grows.
As principal investors in the real estate business for decades, we know that offering a guaranteed return is impossible. However, our investors generally lean on our past performance as an indication of what we may be able to produce in the future. Of course, past performance is not an indication of future results. For further information on past performance please contact us today.
