Resources

A curated collection of our resources such as webinars, podcasts, and ebooks to help you gain financial freedom through investing.

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RESOURCES

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Financial Wellness For Physicians

This ebook offers valuable strategies to help physicians save more of their hard-earned income during tax season.
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Viking Capital Retirement Calculator

Are you tired of the uncertainty surrounding your retirement funds?

Do you wish there was a straightforward way to determine exactly how much money you need to retire comfortably?

Look no further – our exclusive Wealth Calculator is your key to unlocking the answers.

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Risk Assessment Tool

Every investor has their own level of comfort when it comes to taking risks with their investments. A risk profile focuses on a person's ability to handle financial risk. Before diving into investments, it's important to understand your risk tolerance, we created a tool to empower investors like you to navigate the market with confidence and precision.
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VIKING CAPITAL FAQ's

Real estate syndications are group investments. As a limited partner and passive investor in a real estate syndication, you invest your money alongside dozens, and sometimes hundreds of other investors, and together, invest in a commercial real estate asset like an apartment building.

As a passive investor, you have no active responsibilities in the deal. The Viking Capital team manages the asset and its performance on behalf of you and other limited partners invested in the deal.

The projected returns will vary from deal to deal and like all investments, never carry guaranteed outcomes. That being said, we typically pursue deals that provide a 7-8% annual return, along with a 13-15% IRR (internal rate of return).

The minimum investment is $50,000.

You do not need to be an accredited investor to join the Viking Investor Club. However, certain deals will be open to accredited investors only.

To be considered an accredited investor, you must meet one of two criteria. Either you have $1 million in net worth, (not counting your primary home) or you make $200,000 per year (or $300,000 if you’re married), have done so for the last two years, and expect to maintain that level of income through the current year.

The average projected hold time for our investments is 5 – 7 years.

At Viking Capital, we focus on Class A and B multifamily apartment communities with 100 units or more, and present compelling value-add opportunities, in growing markets throughout the Southeast and Midwest.

Viking focuses primarily on growing markets in the Southeast, in Atlanta, GA. However, we do not turn down great opportunities in other markets. 

When evaluating any market, we look for strong job growth, population growth, and job diversity, among other factors.

People will always need a place to live, so the demand for housing, particularly affordable, yet high-quality housing, will remain high even during a downturn.

At Viking Capital, we invest in Class A and B multifamily assets. What that means is that our assets tend to be higher quality and in great neighborhoods, with tenants who are financially secure.

This ensures that, even during a recession, occupancy and NOI (net operating income) will remain high, mitigating risks and protecting the investment of our limited partners.

At Viking Capital, capital preservation is our No. 1 priority. Above all else, we do everything in our power to protect your hard-earned money.

While there are no guarantees with any investment, we ensure that every deal has plenty of reserves, ample buffer, and multiple exit strategies in order to best protect and grow your capital.

In order to get the most accurate tax information for your unique situation, we highly recommend you consult your own CPA.

That being said, as an investor in a real estate syndication, you get the pass-through tax benefits of owning the real estate itself. This includes accelerated depreciation and cost segregation, which can help to lower the taxable passive income you receive.

Each year, you’ll receive a Schedule K-1 reporting your income and losses for the investment.

Further, if you’re a real estate professional, you may be able to apply these paper losses to your ordinary income as well. Again, consult your CPA for specifics.

To get started, join the Viking Investor Club. We’ll take some time to get to know you and your investing goals, and then we’ll share upcoming investment opportunities with you.

The Viking Investor Club is free to join, and there are no commitments to invest.