If you have any questions, please email us at steve@shermanmultifamily.com

Click one of the “join our investors list” buttons! You will be prompted to provide your contact information and investor status. After that you will be given the opportunity to schedule a call with Steve or a member of his team. Once you’ve had your call you’ll be a part of the “Sherman Multifamily Investor Club” and will receive investment opportunities when available. Note: completion of all of the steps outlined above must be completed to have a pre-existing relationship in order to invest in a security*

An accredited investor, in the context of a natural person, includes anyone who:

◦ Has earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current calendar year, OR

◦ Has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence)

◦ A sophisticated investor means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

There are several options for types of entities/accounts you can use when investing in our offerings. 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 offerings. 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 our team at invest@shermanmultifamily.com and we will introduce your to one of the custodians that we work with that will allow you to invest in alternative assets using your retirement funds.

In most cases 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.

The term of our offerings are generally 5 years, but we have sole discretion to extend the lift or even decrease the life after you have invested. The reason for this is we want to maximize the value of the real estate investments. We don’t want to be forced to sell investments when the market is bad, nor do we want to pass up the opportunity to sell investments when the market is great. We are long-term investors and the more time we stay invested in a property, the better chance we have of capturing property appreciation from inflation and rising rents.

We intend to pay distributions quarterly but may change the frequency at our sole discretion during the holding period. A change in distribution frequency can depend on many factors such as the property’s cash flow level or needed capital expenditures. Sometimes the cash flow of the property may not support a distribution. Additionally, our offerings may invest in a property with the plan of not paying any near-term distributions while we undertake a capital and repositioning program.

All investments involve risk, including those investments made in Sherman Multifamily. 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. Prospective investors should carefully consider investment objectives, risks, charges, and expenses, and should consult with a tax or legal advisor before making any investment decision.We do believe that investing in private real estate poses less risk than many other types of investments. Private real estate has historically been less volatile that the stock market, and properties generally appreciate over time as inflation tends to push rents up. Additionaly, we conduct extensive research and due diligence of conviction that our risk is balanced with our targeted returns.