Question 1

What is a syndication and who is involved?

Accepted Answer

A syndication, is a partnership in which multiple people pool their resources to acquire an investment property that they may not afford otherwise. Within a syndication, there are General Partners (GPs) who are the sponsors. They find the property, handle due diligence, secure financing, manage the asset, and ultimately execute the business plan. The investors, or Limited Partners (LPs) provide the capital, share in the profits, and enjoy the benefits of ownership—without being burdened by day-to-day management.

Question 2

What is the typical hold time for an investment?

Accepted Answer

The typical hold time for one of our investments is 5 years, however it can vary depending on the business plan specific to the property and market conditions.

Question 3

What is the minimum investment amount?

Accepted Answer

The minimum investment amount varies by property, but is typically between $50,000 and $100,000.

Question 4

Can I invest using my retirement account?

Accepted Answer

Yes! We accept self directed IRA funds.  If you aren't sure whether your account qualifies, please reach out to us and we can walk you through the process.

Question 5

How can I stay informed about investment opportunities?

Accepted Answer

You can join our free Investor Community! Investors in our Investor Community are the first to receive notifications and updates about new opportunities.

Question 6

How frequently will I receive distributions?

Accepted Answer

Investors receive quarterly distributions correlating to the cashflow profits of the property.

Question 7

What asset classes does Wentworth Holding Group invest in?

Accepted Answer

We invest in various asset classes, always focusing on value-add opportunities, community benefit, and positive returns for our investors. The asset class currently getting a lot of attention is senior living due to its high level of demand, strong growth projections, and attractive returns.

Question 8

What are the tax advantages investors can benefit from?

Accepted Answer

Investing in real estate provides several tax advantages. These include accelerated depreciation deductions resulting from cost segregation (and now 100% bonus depreciation allowed in the first year), interest deductions, 1031 exchanges to defer capital gains taxes when profits are rolled into new projects, and tax free return of initial equity.

Question 9

How frequently do investors receive reports or updates on their investment?

Accepted Answer

As an investor with Wentworth Holding Group you have 24/7, 365 access to an investor portal where you can access quarterly reports, distributions details, as well as pertinent tax documents. We also provide monthly investor updates and quarterly webinars, often with the entire sponsor team. In addition, we are always open to getting on the phone or responding to email or text to address any questions or concerns.

Question 10

What is an "Accredited" investor?

Accepted Answer

An accredited investor is an individual or entity that meets certain income, net worth, or professional criteria established by the SEC under Rule 501 of Regulation D. You qualify as an accredited investor if you meet any one of the following:
Earned $200,000 per year (individually) or $300,000 jointly with a spouse or spousal equivalent for each of the past two years, and reasonably expect to earn at least the same in the current year.
OR
Have a net worth exceeding $1 million, either individually or jointly with a spouse/spousal equivalent (excluding the value of your primary residence).

Question 11

What is a "Sophisticated" Investor?

Accepted Answer

A sophisticated investor is someone who doesn’t meet the financial thresholds of an accredited investor but has sufficient knowledge and experience in financial and business matters to evaluate the risks and merits of an investment offering. This classification comes directly from the Securities and Exchange Commission (SEC) under Regulation D, Rule 506(b). The SEC doesn’t set hard financial thresholds for sophistication. Instead, it looks for experience, education, and judgment — essentially, the investor’s ability to:
Understand and evaluate investment risks.
Analyze financial statements and projections.
Grasp the structure of private offerings and how profits/losses are distributed.
Make informed decisions without relying solely on the issuer’s representations.

Question 12

What are the minimum returns you look for in an investment opportunity?

Accepted Answer

We look for risk-adjusted returns that align with market conditions, asset class, and business plan strategy. Typical minimum returns that we like to see when considering a property are as follows:
IRR = 15% +
CoC = 6–8% (annualized - once stabilized)
Equity Multiple = 2.0 +
Pref Return = 7% + (paid before sponsor participates in profits)

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