Ways to Invest
There are different ways that you can invest with Hezekiah
Please find further details about each option below to determine which best suits your preferences and investment goals.
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Five Investor Types
Entity
Trust
Individual
Fund
Retirement
1. Investing as an Individual
Any individual who meets the accredited investor criteria can invest with Hezekiah. Investing as an individual entails holding the investment under your personal name, which is the most prevalent method.
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When creating your account with Hezekiah and undergoing verification as an accredited investor through Verify Investor, it's imperative to use your full legal name.
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Following the conclusion of each relevant tax year, you'll receive a Schedule K-1 tax form in your legal name. This form is essential for filing your income tax return.
2. Investing as an Entity
Investing as an entity is permissible provided the accredited investor criteria are met. In this scenario, the entity becomes the investor instead of you individually. The advantage of investing as an entity is the added layer of protection it offers. Entities eligible for investment include LLCs, S-corporations, or C-corporations.
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If you are the sole owner of the entity, you'll undergo verification as an accredited investor based on individual requirements. However, if there are multiple equity owners, each owner must demonstrate that they, either individually or combined with their spouse, meet the accredited investor standards.
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Only one shareholder per company can invest through a Hezekiah account. Nevertheless, additional shareholders can invest via the same company by setting up a separate account and completing the accredited investor process individually.
Following the conclusion of each relevant tax year, you'll receive a Schedule K-1 tax form in your entity's name. This form is essential for filing income tax returns.
3. Investing Through a Trust
Investing as a trust is permissible provided the accredited investor prerequisites are met. In this scenario, the trust becomes the investor rather than you individually.
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At Hezekiah, we welcome both living revocable and irrevocable trusts.
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One significant advantage of holding property in a trust is bypassing the probate process when transferring assets to beneficiaries. Additionally, trusts may qualify for additional tax benefits.
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If you are the settlor of the trust, you must undergo verification as an accredited investor based on individual requirements. However, if there are multiple settlors, each settlor must demonstrate that they, either individually or combined with their spouse, meet the accredited investor criteria.
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Following the conclusion of each relevant tax year, you'll receive a Schedule K-1 tax form in your trust's name. This form is essential for filing income tax returns.
4. Investing Through a Retirement Account
Investing through your retirement account is permissible if you meet the accredited investor criteria. In this scenario, your retirement account becomes the investor instead of you individually.
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The advantage of investing through a retirement account lies in the additional tax benefits they offer.
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At Hezekiah, we accept Self-Directed Solo 401(k), IRA LLC Single-Member, and IRA LLC Multi-Member accounts.
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Certain types of retirement accounts stipulate that the investment property must generate passive income for at least one year or require a custodian to manage the account. Therefore, at Hezekiah, we can only accept the aforementioned three types of accounts.
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Each of our properties can accommodate up to 25% of the total raise amount from retirement funds. Our software automatically calculates the available funds for investment in a deal from retirement accounts, eliminating the need for investors to track this independently.
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When creating your Hezekiah account and completing your accredited investor application through Verify Investor, it's imperative to use your full legal name.
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Following the conclusion of each relevant tax year, you'll receive a Schedule K-1 tax form for use when filing income tax returns.
5. Investing as a Fund
Hezekiah warmly invites fund companies to participate alongside our investors in our deal-by-deal investment projects. When investing as a fund, the entity itself becomes the investor with a stake in the property.
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When creating the account with Hezekiah, it's crucial to use the fund name. All investors in the fund must be accredited investors for the fund to invest in our syndication deals.
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Following the completion of an investment, Hezekiah disburses the proceeds to the fund account holder. Subsequently, the fund manages the distribution of proceeds to the investors within their fund.
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At the conclusion of each fiscal year, you'll receive a Schedule K-1 tax form in the fund's name for use when filing your income tax return.
Important!
When setting up an account with Hezekiah, you'll be prompted to provide some basic information. Once your account is established, you'll have access to all available information on the website. However, to make investments, you'll need to undergo verification as an accredited investor.
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When you begin the accredited application process, you'll have the opportunity to specify how you intend to invest with Hezekiah—whether as an individual, an entity, a retirement account, or a trust. It's crucial to select your preferred investment method before applying because your verification method will determine how you're approved to invest. For instance, if you're verified as an individual but later decide to invest as an entity, you'll need to reapply and undergo verification for the entity.
If you wish to invest using multiple methods, such as both as an individual and through a retirement account, you'll need to open separate accounts with Hezekiah and obtain verification for each account.