Investors FAQs

The target capital raise is $8M total for Class A and Class B. The final amount can be subject to adjustment, based on our development pipeline and the overall building activity of the Company.

At this time, we only work with Accredited Investors. However, we have plans to offer investments under Regulation A+ or Regulation CF to include non-accredited investors in the future.

Individuals (i.e., natural persons) may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.

A. Financial Criteria:

• Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
• Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

B. Professional Criteria:

• Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)
• Any “family client” of a “family office” that qualifies as an accredited investor

Depending upon the structure of the entity or its assets, entities may qualify as an accredited investor. Please contact us to see if your entity qualifies as accredited.

There are many different structures to legally fundraise, but we chose a Reg D 506( c ) to allow us to talk publicly about the raise. With this specific investment type, the SEC prohibits us from accepting investments from non-accredited investors. In the future we may have an option for investors that are not accredited.

Investors may acquire Class A or Class B Membership Units in Greatleaf Homes, LLC. The Membership Units provide for a Preferred Return that has priority in the distribution of cash from the Company. This distribution is typically made monthly. Please review the Offering Documents in the Investor Portal.

The Company will redeem Investor Membership Units after 3 years.

A preferred return means that before the Company's Ownership can share in any of the profits, the Investors (you) must achieve a cumulative preferred return per year, as applicable for Class A (10% preferred) and Class B (8% preferred) units. For example, if we only paid 7% in year 1 to Class A, then we'd need to catch up the 3% difference in the coming years before The Company's common ownership participates in any profit splits. Said plainly – we don’t get a share of profits until you’ve been paid 100% of your preferred return!

We prefer to pay all distributions electronically through our Investor Portal. We strongly encourage all investors to link a bank account to the portal in order to directly deposit distributions via ACH. If a bank account is not linked to your investment account, a physical check will be mailed to the address on file. For investors investing through a SDIRA, checks are sent to the IRA Custodian with the necessary account information for the Custodian to deposit on your behalf. Distributions are paid monthly for Class A units. Distributions for Class B units may be accrued, paid quarterly, or paid annually.

Yes, as long as your SDIRA custodian allows for private placements and the proper rules are followed. Investors should work with their custodian to ensure their SDIRA investment is managed properly.

We consider this investment to be completely illiquid until the conclusion of the three-year term. We are raising $8mm and expect to utilize all of that capital to in our Company’s real estate activities over the next three years. If we had to maintain millions of dollars in reserves in order to conduct interim liquidity redemptions for investors, then we would not be able to achieve our target returns.

Gross profit and gross margin are related financial metrics that provide insights into a company's profitability, particularly with regard to its production or sales activities. Gross profit is the total revenue generated from the sale of goods or services minus the direct costs associated with producing or delivering those goods or services. Gross margin is a percentage that represents the proportion of revenue that exceeds the cost of goods sold. It is expressed as a percentage of total revenue. Calculation: Gross Margin = (Gross Profit / Total Revenue) * 100. Gross Margin helps assess the efficiency of a company's production or sales processes in generating profits. A higher gross margin indicates that a larger percentage of revenue is retained after covering the direct costs associated with production.

We expect to issue K-1’s to investors by 3/15 each year. They will be available to download from your investor portal.

Join Our Investment Family.