Frequently Asked Questions
If you have any questions, please email us at info@bluphoenixadvisors.com or call us at 1-877-737-6445.
L'ensemble du processus de création de compte et d'investissement s'effectue en ligne. Vous serez invité à fournir ou à vérifier toute information requise, ainsi qu'à effectuer les reconnaissances nécessaires par voie électronique.
Un investisseur qualifié, dans le contexte d’une personne physique, comprend toute personne qui :
There are several options for types of entities/accounts you can use when investing in our funds. You can invest as an Individual, Jointly, through an LLC (Limited Liability Company), Corporation, Partnership, Retirement Plan/401K, or a Trust.
If you have an existing IRA, or a 401k from a previous employer, it is likely that you will be able to self-direct all or a portion of it into our investment vehicles. Check with your current custodian to see if they will allow you to self-direct your retirement account. If the answer is no, please contact a member of our investor relations team by email at info@bluphoenixadvisors.com, call us at 1-877-737-6445, and we will introduce you to one of the custodians that we work with that will allow you to invest in alternative assets using your retirement funds.
That depends on which vehicle you decide to invest in. If you invest in our new accredited fund, you will receive a Form K-1. A Form K-1 is a tax form used by partnerships to provide investors with detailed information on their share of a partnership's taxable income. Our goal is to finalize all Form K-1s annually by March 31st, however, we do rely on outside reporting and may require additional time to furnish the forms in a way that is to the investor's best advantage. Accordingly, you may be required to obtain one or more extensions for filing federal, state and local tax returns, but that is not our intention.
Vous pouvez investir dans notre fonds accrédité si vous résidez dans un autre pays. Selon la manière dont vous structurez votre investissement, différents documents peuvent être requis. Nous avons de nombreux investisseurs internationaux dans nos fonds BluPhoenix Advisors. Pour notre véhicule non accrédité, seules les personnes américaines peuvent investir, c'est-à-dire un citoyen ou un résident américain, une société de personnes, une société ou une entité américaine, ou une succession ou une fiducie américaine.
The term of our vehicles are generally 10 years, but we have sole discretion to extend the life or
For stabilized, income-producing property investments, we target low-to mid-teens equity
Cela dépend du véhicule dans lequel vous décidez d'investir. Pour notre véhicule accrédité, nous avons l'intention de payer
Our fee structure is typical for private real estate managers, and we believe our fees are lower
All investments involve risk, including those investments made in all BluPhoenix Advisors' funds. We do not guarantee that you will earn our targeted returns. There are many factors that can impact the performance of your investment, many of which are not under our control. Please keep in mind, investing involves risk and may result in partial or total loss of your investment.
We bring pride and passion to every project that we undertake, with a professional team of project managers & property managers
CAPITAL RAISE as a Service
HNW TAX PLANNING
ÉVALUATION D'ENTREPRISE
BluPhoenix does not make investment recommendations, and no communication through this website or in any other medium should be construed as such. Investment opportunities posted on this website are "private placements" of securities that are not publicly traded, are subject to holding period requirements, and are intended for investors who do not need a liquid investment. Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by BluPhoenix and may lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment. Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. Any investment information contained herein has been secured from sources that BluPhoenix believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor. Offers to sell, or the solicitations of offers to buy, any security can only be made through official offering documents that contain important information about risks, fees and expenses. Investors should conduct their own due diligence, not
Nous vous encourageons à vous fier aux hypothèses ou estimations financières affichées sur ce site Web et à consulter un conseiller financier, un avocat, un comptable et tout autre professionnel pouvant vous aider à comprendre et à évaluer les risques associés à toute opportunité d'investissement.
Securities offered through Avantax Investment Service, member FINRA, SIPC -3200 Olympus Blvd., Suite 100 Dallas, TX 75019. Please refer to FINRA BrokerCheck
L'utilisation de nos produits et services est régie par nos Conditions d'utilisation et notre Politique de confidentialité. Nous ne sommes pas un cabinet d'avocats, ni un substitut à un avocat ou à un cabinet d'avocats.