Syndications and Funds are the pooling of investor money where the investor is typically a Limited Partner (passive investor) and the General Partner, or operating partner, puts the deal together and manages the business and investment plan to provide a return for the benefit of all investors (both Limited and General Partners). Syndications and Funds are used to buy and manage assets in multiple industries including real estate, oil and gas, small business, lending, and more. The Acquira Strategic Healthcare Real Estate Fund is a “fund” that invests in a variety of Healthcare and Medical Real Estate.

The Private Placement Memorandum is required by the SEC (Securities and Exchange Commission, same federal agency who monitors the stock market) and describes the offering, risks, includes the partnership agreement, investment summary and subscription agreement. It is a lengthy legal document prepared by a securities  attorney. The subscription agreement section includes basic information as to amounts being purchased and percent ownership. The risk section highlights just about every possible risk that could happen.

Our returns range from a 15-30% IRR across the many different investment opportunities we offer. Our more conservative investments in real estate acquisitions and lending target 15 - 20% IRR. Our real estate development investments target 20 - 25% IRR. Our more opportunistic investments target a 25-30% IRR. Actual returns vary on an investment by investment basis.

Each investment opportunity we provide has a unique set of risks. When we provide investment projections, we also include the assumptions we are making, the risks involved, and how we are mitigating those risks.  While risks can never be avoided, due diligence, careful planning, and careful financial analysis help to mitigate those risks involved in real estate investment. See the private placement memorandum (PPM) for specific deal risks.

Our goal is to underpromise (project lower, conservative returns) and overdeliver on our investment performance.

Investor capital is held for different timeframes based on the invest type and investment thesis. You will know upfront for every investment opportunity how long your capital is projected to be held for. Our hold period is determined by the investment opportunity, business plan, investment thesis and when we determine the best time is to sell or refinance to return investor capital and maximize investor returns.  Most of Acquira Capital’s investments  focus on returning some or all investor capital as part of a cash-out refinance, while maintaining ownership of the property for future value creation and cash-flow streams.  

Minimum investments  vary from deal to deal but generally are set at $50,000.

Investor (Limited Partner) distributions vary from deal to deal but for most investments within the fund, preferred returns are paid monthly or quarterly, while return on capital is based solely on the investments.  All payments are made via electronic transfer, directly into your banking account on record.

Investor Relations will provide monthly or quarterly email updates on the investment’s progress and the distribution amount for the period. You will also receive a K-1 tax statement from us between March and May each year to be used as part of your tax filings.  . We are also reachable through email should you have any urgent questions or a time can be scheduled for a phone meeting.

Private equity investments are very tax efficient. As a Limited Partner, you will benefit from your portion of the investment’s tax deductions related to expenses such as property taxes, loan interest, depreciation, etc. We will also use a cost segregation strategy to accelerate depreciation for any improvements, and will always focus on the then most tax efficient tax strategies for minimizing annual tax exposure. The tax loss can then be used to offset other income depending upon your individual tax situation. 

While we are not your tax advisors, what we have noticed is that depreciation in real estate can be used to defer paying taxes on your real estate investment income. You can only use it to reduce your general taxable income (from your W2, business, other investments, etc) if you or your spouse are a real estate professional.

At the time of an investment sale, the partnership gains are treated as long-term capital gains.

Yes – You can invest in real estate with certain retirement accounts. We are happy to discuss how to boost your IRA investing returns with investing into private equity opportunities.

The Acquira Strategic Healthcare Real Estate Fund aims to generate stable long-term returns to diversified investments in medical office and healthcare properties, including multi-tenant Medical Office Buildings, Surgical Centers, Ambulatory Centers, multi-specialty dental offices, and related properties. Each investment will be structured through individual investments as part of a customizable fund.  Each property investment will focus on a specific investment approach and thesis within these sub-asset classes of healthcare real estate. This structure allows for targeted strategies and specialized management to optimize performance, providing investors with a hands off investment experience.

Yes – We personally invest in EACH private equity investment as a Limited Partner.  We operate on a core value of treating investors’ money as if it were our own, ensuring the General Partner (Acquira) and Limited Partners (investors) interest are always inline.. We will let you know ahead of time how much Acquira is personally investing  into an opportunity .

The returns forecasted are described in the Private Placement Memorandum (PPM) and vary from deal to deal. As a Fund Manager, we only take an ongoing profit sharing fee, as a percentage of the returns that the investment generates.  While we also invest personal capital along side our investor partners, as the General Partner, we ensure that our interests align with yours and we profit only if the investors (Limited Partners) profit.. Depending on the individualized investment within the fund, upfront fees or ongoing asset management fees may be charged and details of such will always be in the Private Placement Memorandum. All passive investor returns as stated will always be  net returns, after all fees and expenses.

Yes – Due diligence and financial modeling is paramount to an investment’s success.  As part of our financial analysis, we perform a variety of sensitivity analyses based on various assumption models.  We model different scenarios to show how deviations from our core assumptions would impact investor returns.

A preferred return is a guaranteed minimum return an investor (Limited Partner) receives on their investment before other investors, such as the General Partner.  In other words, the “first money out” of the investment is the Preferred Return paid to the Limited Partners.   On the other hand, the Internal Rate of Return (IRR) is a metric that measures the total average annual compounded return on an investment over the lifetime of the investment.  The IRR (among other investment return metrics) is the total annualized return of the invested capital over a period of time.

While the Acquira Strategic Healthcare Real Estate Fund is a “fund”, it is not a blind pool fund, meaning as a passive investor, you can choose which direct real investment investments you want to invest in.  As a passive investor (Limited Partner) you are making an investment directly into a property of your choosing, and your investment performance is based on the individual property (not the blind fund).  This approach gives you the ability to control exactly where your capital is invested.

The partnership structure of the investment will result in tax year partnership returns and each partner (Limited Partner) will receive a K-1 tax statement from us between March and June each year to be used as part of your personal tax filings.

Preferred Returns paid to Limited Partners vary based on the investment, but usually are paid monthly or quarterly.