Real Estate Investment Funds
We pool investor capital to acquire, renovate and stabilize residential and mixed-use properties in neighborhoods ready for revitalization.
How our funds create value
We focus on properties where thoughtful renovation and strong management can improve both the asset and the neighborhood around it.
Acquire
Genus Asset Management sources and evaluates properties using local market data.
Renovate
Genus Home Designs manages construction and renovation with local crews.
Stabilize
We lease, manage and maintain properties to support steady operations.
Hold or exit
Each property is held or sold according to the fund's strategy and terms.
At a glance
Full terms, fees, risks and conflicts of interest are described in each fund's private placement memorandum.
| Offering exemption | Rule 506(c) of Regulation D |
|---|---|
| Who can invest | Accredited investors only, with accredited status verified before investing |
| Strategy | Value-add residential and mixed-use real estate in revitalizing neighborhoods |
| Sponsor | Genus Investment Group, with affiliates Genus Asset Management and Genus Home Designs |
| Minimum investment, term, distributions and fees | Described in the private placement memorandum, available to verified investors through the investor portal |
| Liquidity | Fund interests are illiquid and generally can't be sold or withdrawn early |
Accredited investors
Under SEC rules, you generally qualify as an accredited investor if you meet at least one of these tests:
- Income over $200,000 (or $300,000 with a spouse or partner) in each of the last two years, expected to continue
- Net worth over $1 million, alone or with a spouse or partner, not counting your primary home
- You hold a Series 7, 65 or 82 license in good standing
- An entity with more than $5 million in assets, or one owned entirely by accredited investors
This is a summary. The fund's documents set out the full definitions.
How we confirm accredited status
Rule 506(c) requires us to take reasonable steps to verify every investor. Depending on your situation, that may include:
A professional letter
A written confirmation from your CPA, attorney, registered investment adviser or broker-dealer.
Financial documents
Review of documents such as tax returns or account statements, often through a secure verification service.
Minimum-investment method
Where a fund's terms allow, large minimum investments with written representations, as permitted by SEC staff guidance.
Five steps
Request access
Tell us about yourself and your investment interests.
Verify
Complete accredited investor verification.
Review documents
Read the private placement memorandum and subscription documents in the portal.
Subscribe
Sign and fund your investment if it's right for you.
Stay informed
Get statements, updates and tax documents in the investor portal.
Risk notice: Private real estate investments are speculative and illiquid, and you could lose some or all of your investment. Returns aren't guaranteed. Consider your finances and consult your own advisers before investing. Nothing on this page is an offer to sell or a solicitation of an offer to buy any security; offers are made only through a fund's offering documents.
Interested in investing?
Request access to learn about current offerings and begin verification.