Invest Clearly empowers you to make informed decisions by hosting unbiased reviews of passive investment sponsors from verified experienced investors.
Devin Young
5.00
I was introduced to Vintage from a friend who does a LOT more investing than I do. I'm self employed business person - not a saavy investor shark. When it comes to investing, I've tried to educate myself as much as I can, and I've had to learn things on the fly. Most of the time, I'm busy with work and life and don't have all the time to dissect deals. The reason I say that is because you have to find people you trust. I've done deals with other companies through the years, and I've gotten to know some of the players. I've been doing deals with Vintage since before they were Vintage, and I keep coming back. They consistently find good deals, and they have always been available to communicate with. You will do yourself a favor to at least have a conversation with them.
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Vintage Capital
Thomas Schlemmer
5.00
It's been a pleasure getting to know the BeQuest team over the past few years. The entire staff is friendly and genuinely wants you to succeed. They were very helpful during the onboarding process and I look forward to continue being a part of the BeQuest family.
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Bequest Asset Management
Terence Wright
5.00
I've been investing with the team at Vintage Capital for ~10 years and have been impressed with their transparency and investment results. I continue to invest with them and plan to add to my holdings over time.
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Vintage Capital
Cheryl Beth Kuchler
5.00
Investing in NNG has been an absolute pleasure. Their transparency, proactive communication and commitment to their investors is a real differentiator. Fuquan and his team demonstrate a professionalism and focus on the long-term which is truly unmatched! I would highly recommend their products for the enlightened investor looking for a trusted partner.
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NNG Capital Fund
Verified Investor
1.00
My experience with DiversyFund has been a frustrating exercise in a complete lack of transparency and professionalism. The updates from the CEO are consistently generic, filled with broad statements about the real estate market and what real estate is, rather than concrete information about the funds themselves. The fund updates are sporadic and laughably brief - one or two sentences at best, accompanied by a single graph showing average rental rates. That's all you get. To find any real information, you're forced to dig through complex SEC filings, and even then, the details are buried. Their semi-annual report for DF Growth REIT, LLC, for the period ending June 30, 2024, discloses a net loss of $1,722,043 and the total loss of an investment in another venture, DiversyFund Granito, LLC, due to a foreclosure. This critical information is hidden away instead of being communicated directly and clearly to investors. The online portal is just as useless. It feels like a dated, poorly designed website from 2005. You're greeted with irrelevant charts comparing real estate to other asset classes, and the page for your actual investments is nothing more than a list of names. There's no performance data, no acquisition dates, no disposition plans—just a list. And if you ever need help, don't bother trying to contact support. The button on the website leads to a 404 error page, leaving you with no one to call and no way to get answers. Ultimately, this company fails to provide even basic, professional-level communication or a functional platform. You're left to your own devices to find out what's happening with your investment, which is a significant disservice to clients.
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DiversyFund
Verified Investor
5.00
Quantum Capital is a standout firm in the Denver multifamily market. With a proven track record since 1999, they have successfully navigated various economic cycles. Mark Hentemann's leadership is top-notch, and the firm's solid fundamentals are evident in their detailed and thorough asset performance updates. Even assets acquired during the market peak in 2022 are performing well, delivering consistent distributions (albeit lower than expected) and staying on target for their projected IRR.
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Quantum Capital
Eric Feeny
5.00
I've known one of the Vintage partners for 20 years. Was a top student when we were classmates in boarding school and university. My father built his career in commercial real estate so I've always had access to high quality deals that he brought me, but this is one I brought him and he's also done multiple investments. Some with Vintage and some with other efforts they're involved in. We've both had great returns due to the executional consistency and competency of the team. I've been investing with them over 5 investments since 2014. They're very professional and helpful when I had questions for due diligence or clarifications. I have recommended them to several of my friends who have spare capital to invest and wanted something different from public markets and venture capital.
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Vintage Capital
Piers Platt
5.00
I've had allocations with Vintage's Private Credit and MHP funds for over a year now - investment process is easy, team is quick to respond to help work through any funding issues, and the returns have been excellent ... as advertised or better, paid out on time or early, like clockwork every month. I've already recommended them to several friends (including an RIA), and plan to increase my allocations in future.
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Vintage Capital
Edward Eagan
5.00
We've done two deals with Vintage so far. We've found them to very responsive, professional and easy to work with. They usually respond within a few hours to requests for additional information. They're very transparent. They're good at regular updates including detailed project numbers. We look forward to doing many more investments with them.
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Vintage Capital
Appu Goundan
5.00
Clive Capital has helped me search for alternative opportunities to the stock market as a way to diversify my investments. I've been working with Keshav mostly. He and his team are always on the lookout for interesting investment strategies. Each new offering presented to me comes with nice projected returns and sometimes with some tax advantages. I've seen the company mature over the years and I can especially appreciate that they're not pushy and Keshav still makes time to answers any questions personally. I trust Keshav and Clive Capital to work for me with little effort on my part providing strong and consistent returns over time.
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Clive Capital
Verified Investor
5.00
POE Companies stands out as an exceptional operator in the current market. Their leadership team has consistently delivered strong performance, with multiple deals exceeding their initial projections, even those made during the challenging economic climate of 2022. While many operators have struggled, POE Companies has demonstrated a clear ability to identify and manage high-performing investments. I would highly recommend them.
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POE Companies
Verified Investor
5.00
My experience with MAG Capital has been nothing short of exceptional. Their communication is consistently clear and proactive, and the fund's performance has been exactly as they projected. The steady distributions, which have been consistent for multiple years, are a testament to their disciplined approach. Out of the five operators I invested with around the same time, MAG is the only one that has consistently met or exceeded my expectations and initial projections. They are a true standout in the syndication space.
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MAG Capital Partners
Verified Investor
1.00
AJ, the sponsor, presents himself as a self-storage expert, writing books and discussing "market-proof deals", "bad operators", and his "technology" on podcasts and his YouTube channel. However, his actions do not match his words. Fund 1's performance has been disastrous, falling far below even their most conservative projections. In three years, the annualized cash-on-cash return has been a mere 0.3%, and distributions were halted two years ago with no sign of returning. This is so severe that *multiple* properties are being liquidated to stop financial losses. They blame the market, but I know that's not the issue. I invested in another self-storage fund with another operator at the same time, and it has been performing exceptionally well because the deals were sound, underwritten correctly, and not in the oversaturated markets that the "gurus" flocked to. This clearly shows the problem lies with Cedar Creek's poor deals and management, not the market. Adding to this, the fund has suffered from terrible communication, seemingly regular employee turnover, forcing them to hire a new leader to save a sinking ship. I would not recommend investing with this group.
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Cedar Creek Capital
George Vassilas
5.00
My relationship started with Premier when they agreed to manage my commercial property in 2013. They did an outstanding job for the entire 10 years that I held the property. During those 10 years, they gave me the opportunity to invest in some of their commercial syndication deals. Their communications are exceptionally good. Clear and concise pitch decks. Thorough quarterly reports. Distributions all timely made. I’ve been in 10 deals. Three of them have gone full cycle and were sold at a healthy profit. This management team is the personification of integrity and good judgment.
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The Premier Companies
Verified Investor
1.00
Inexperienced operator and real estate investors. They have multiple deals underwater and will lose a significant amount of investor capital. They have restructured their underwater deals to move their commitments ahead of existing investors and repay working capital loans. Dishonest investor communications and marketing. Indicated they have never missed a distribution....They have stopped distributions on multiple deals. Indicate they have never done a capital call....They have called capital on multiple deals and restructured waterfalls. They indicate they have not lost investor capital.....Telling investors who do not invest in there preferred equity rescue funds that they will lose the majority of the capital. Do your due diligence and move on.
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Rise48 Equity
Stacy Spencer
5.00
I began investing with Bequest in 2022 and have been pleasantly surprised and pleased with the entire experience. The consistency of returns has made this a stress free, but also pleasantly surprising as I look at the value of my account with the compounding returns each year. (Sure, we can all create a compounding spreadsheet and "know" that compounding is a great way to grow wealth, but actually seeing the increased account value at the end of each year is lovely.) The returns have all consistently arrived on time and have met the stated preferred return. Communications from the team are excellent - clear, regular, recurring and timely. Statements and tax documents are always on time and regular investor meetings keep us well informed and educated. While it may seem like Mortgage Note investing is "boring", boring can be BEAUTIFUL! Thanks to the entire Bequest team for making this investment easy and transparent and for providing consistent returns.
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Bequest Asset Management
Verified Investor
5.00
I've participated in three deals with Rise48 in the past year, and am intending to invest in more. Their communication has been flawless. Quick easy access to people who will actually answer my questions, they've provided me transparency (even before I was an investor), and they keep a timely reporting cadence on every property I'm invested in. They're delivering above projections on each deal, and have been easy to work with. Like other investors, I experienced the post-COVID challenges in other parts of my portfolio, but Rise48 have been great partners and I can easily recommend them to other investors.
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Rise48 Equity
David Colt Henderson
5.00
While still early in this fund I have been very pleased so far. The communication has been excellent. Leadership seems solid. I've like the quality of assets so far in the fund. Distributions have been consistent. It is a little early as fund has not gone full cycle but compared to 40-50 other deals I'm in Sentinel ranks towards the top of my sponsor list.
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Sentinel Net Lease
Verified Investor
5.00
I have been investing with Bequest Fund for 46 months now. I am invested in four separate Funds at Bequest: Income, Equity, Legacy and CMJV2. I have realized consistent, high-yielding passive income of just shy of $290,000 through my investments with Bequest. I have received 46 straight months of earning distributions from the Income Fund like clockwork. In addition to providing stable, high yielding returns, Bequest sets itself apart with its excellent level of communication. I have been investing for decades now and no other firm that I have invested with comes close to communicating and keeping its investors informed the way that Bequest does. The Team at Bequest treats its investors like family, providing consistent passive income, excellent training and investment tools towards my goal of financial freedom. All your hard work at Bequest is greatly appreciated! Keep up the great work!!
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Bequest Asset Management
Verified Investor
1.00
We invested with Passiveinvesting.com in multiple assets starting in October of 2019 with the Carrington at Briar Creek. That asset went full cycle and we had a great 36% IRR return after only 2 years! We 1031 exchanged into the Ascend at Tamarron in December of 2021. Unfortunately that was terrible timing as the debt structure on that asset was not sustainable and after 3 years it's getting sold wiping out all the investor equity. I thought we were protected with rate caps, but in my naivety didn't realize they expire after 6 months. It was marketed as a low-leveraged private loan of 75% LTV. The same thing happened to the Hudson at Cane Bay in Summervile, SC that we invested in-total loss of capital. I had a few friends invest with them as well. I was told by one of them that the Monterosso in Orlando was being sold at a loss too. We are invested in several of their PIC car wash assets and a self storage fund. Those were marketed as having good cash flow, but we are not seeing it. The distributions on the self storage fund stopped in January 2023 and the car washes have been below what they marketed especially in the past year. Rob, their Director of Investor Relations has been responsive, but this has been a such a disappointing experience.
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PassiveInvesting.com
Lulu Zou
5.00
I came across Burns capital through friends working for Amazon. TJ, the founder of Burns who worked with Amazon previously, has transferred his analytical skill, inquisitive nature and proactive communication style seamlessly to investment. As a private equity investor, working in similar field, I am amazed by how a small firm followed the same rigor in assessing, structuring a deal and subsequently staying on top of all the operational updates. The return Burns capital generated is competitive in personal wealth investment realm. Moreover, the fact TJ is so thorough on due diligence and post investment exit timing selection , translates into lower risk for the same type of investment. I will thoroughly recommend Burns capital and plan to stay invested in longer term.
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Burns Capital Partners
Daniel Miller
5.00
In a world of jokers... Lukrom is so legit. Did an initial tranche of $75k in their credit fund, then expanded position this year, and will likely do it once more. Great people. Real people. Great strategy. Great execution. Really pleased & would highly recommend.
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Lukrom
Kerry Cole
5.00
I've enjoyed this investing experience with Burns Capital. I value transparency and communication (and returns!) TJ is personally available and proactive in communicating with investors and the returns are consistent. The investor portal is easy to use and navigate. Highly recommend!
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Burns Capital Partners
Stephan Watts
5.00
I've invested with Nomad Capital in several storage conversion projects and couldn’t be happier with the experience. Their team is professional, transparent, and extremely informative — providing detailed monthly updates that make you feel genuinely connected to the progress. One of the projects was paid out ahead of schedule, and even exceeded the promised return, which is remarkable considering how challenging the market has been over the past few years due to rising interest rates. Their performance, communication, and ability to deliver results speak volumes. I look forward to investing with them again.
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Nomad Capital
Verified Investor
5.00
Invested 250k and got back a 1.77x multiple on self storage deal. Great group to work with and always there to answer your questions. Most importantly, love their performance!
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Nomad Capital
Robert Maino
5.00
Investing with Nomad Capital has been an exceptionally great experience for my family. Two items that stand out to me are their accessibility and their communication. Every single question gets answered swiftly by one of the experienced partners either by phone, email or in-person visit. The communication of the projects within your investments is timely, dependable and consistent. Within the regular communications are state of the business summaries, progress on project build-outs and financial performance once the business is up and running. The Nomad Team knows that an informed investor will make the best business partner. I have also found that the proposed project pro forma is well constructed, thorough and accurate,
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Nomad Capital
Verified Investor
1.00
Updated Review (1 out of 5 stars): The communication has stalled - no updates, no K1s, no financials. If or when responses come, they are much delayed (I wish the communication was as active and proactive as the new deal alerts or social media marketing posts). At this point I am hoping for a miracle. Original Review (3 out of 5 stars): I have not been pleased with the level of diligence and the sponsor's lack of familiarity with the financial details of the business and the underlying investment. The frequency of their marketing communications (presenting new deals) was steady when instead more frequent and substantive updates were needed on the failing investment itself (with specific financials, actions steps, key dates, etc.). Most of the communications, with a few exceptions, appeared to be forwarded emails from the operator or fellow managers and arrived with a delay. It turned out this sponsor had not been monitoring the financial performance and when the news of investment failure was delivered, it was not only a surprise but it was also too late to turn the ship. The one positive (which is important) is that at least the sponsor remained responsive to calls/texts/emails throughout the troubled period and before the investment exit. He is a very nice person. I will likely not be investing with that group again for the reasons stated above.
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Bronson Equity
Matt Riley
5.00
TJ & his team are excellent. Their communication is unparalleled & quick. It's very unique that you have direct access to TJ to talk through all the details (others typically have an annoying IR gatekeeper). They are willing to do a deep dive or just leave you alone and deliver strong returns - it's your call. The returns are consistent & as expected. Highly recommended.
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Burns Capital Partners
Nicholas Soileau
5.00
Adam is a great fund manager. I am 1.5 years into my investment. My NAV/share price has gone up twice. They keep expanding and with the newer additions coming online to include storage facilities and other completions to current projects that generate monthly revenue...they are so strong. You will work with Mr. Doyle and Tanya. They are a great back-office intermediary. I have other investments out and I am close to reaching the next step up in asset class and hopefully I am able to do that once I hit exits on other investments in the future.
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Arabella Capital
Verified Investor
1.00
My investments with this individual have gone poorly. Looking back, there were clear red flags that I ignored. I asked direct questions and received answers that later proved to be inaccurate. Key details were omitted, including the fact that this person was not managing the deals directly but was simply funneling capital to another sponsor. After the capital was raised, he vanished. He stopped communicating and moved on to new ventures, leaving investors to deal with the fallout on their own. I eventually heard only from the underlying sponsor, right up to the point where I lost a significant amount of money. I've heard the same pattern from many other investors. Not every investment is going to succeed, but there is no excuse for failing to keep investors informed or for being misleading during the fundraising process. This individual is a talented salesman, but in my experience, his track record is unreliable and his behavior raises serious ethical concerns. I wouldn't recommend investing with them.
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Silverman Capital
