Looking to Invest
We are actively looking for interested investors who qualify as 
accredited or sophisticated, according to the SEC. 
Thank you for providing us with some details to help us get to know you and your investment preferences better. 

 After submitting the form below, a representative from Excel Equity LLC. will reach out to you to discuss your investment interests and goals. 

 We look forward to working with you!
After you fill out the questionnaire schedule a short introduction call with us!
Frequently Asked Questions:
What is the minimum investment amount?
The minimum investment per deal varies, but is typically $50,000 to $100,000. There is no maximum investment, however we suggest starting with a smaller investment amount if it is your first time investing with us.
How are distributions paid?
Distributions for stabilized and semi-stabilized projects are typically made on a quarterly basis starting with the 1st or 2nd quarter after the investment is acquired. Although it is less fequent, on developments or major redevelopments we will typically defer the distributions for several quarters until income has stabilized enough to support quarterly distributions.

Distributions are mailed out to your desired location or may be wired.
How will an investment effect my taxes?
For the vast majority of our investments you will receive a K-1 form for each investment that you are involved in. 

Please communicate with your CPA or Tax Attorney for specific information regarding taxation.
What are your typical returns?
For most of our projects, we target annual returns of 6-12% and overall returns north of 15%. Returns will vary deal by deal, so please contact us to learn more about anticipated returns of a specific project.
Can I invest with my IRA?
Yes, you can use your self-directed IRA or solo 401(k) to invest in our offerings. Contact your CPA to learn the details.
What current offerings do you have? How do I join your Investor Network?
We do not advertise our open investment offerings online due to current SEC regulations. If you would like to join our Investor Network or learn of any current open investment opportunities please contact us.
What are my responsibilities as an investor?
As an investor with Excel Equity, LLC. you will primarily be in a passive ownership position. Our firm handles the asset management and in some cases the property management in-house. Our goal is to help investors create wealth through real estate passively.

In some cases where a substantial investment is made from an individual or institution there may be certain additional responsibilities or requirements. Please reach out to us for more information regarding making a substantial investment.
Do I need to be an Accredited Investor?
The short answer is no. Not every investment will require that you are an accredited investor. Many projects that we work on utilize the SEC exemption, Regulation D 506(b), which allows up to 35 non-accredited investors per offering. If you would like to find out more, please fill out our form below and we will reach out to you to discuss.
Serious inquiries only please.
Desired Investment Term
Short Term (1-5 Years)
Long Term (5-10+ Years)
Preferred Investment Type
Preferred Equity
JV Equity
Anticipated Investment Amount
What amount are you interested in investing currently or in the near future? 
Example: $100,000 to $250,000
Desired Rate of Return
Example: 6% annually, 8-10%, etc.
Are you an accredited investor?
I Don't Know
How did you hear about us?
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