As an accredited investor, the world of wealth-building opportunities opens up before you, offering access to higher-level funds and startup options. This expanded landscape, however, can sometimes lead to a paradox of choice, where the sheer number of options can be overwhelming.
When it comes to building a robust wealth portfolio, real estate assets are an essential component. But within the realm of real estate, the choices are seemingly endless. While many investors are drawn to multifamily real estate investing for its diversification benefits and historical outperformance relative to the stock market, there’s an even more compelling option worth considering: our latest investment opportunity.
This latest investment opportunity stands out for accredited investors seeking to navigate the complex world of real estate investments with a focus on capital preservation. In this blog post, we’ll delve into why this opportunity should be at the top of your list when considering real estate investments, and how it offers a unique proposition in the wealth-building journey of accredited investors.
Setting Investor Expectations
Setting investor expectations is crucial in the world of building relationships with a private equity firm, and Viking Capital has consistently demonstrated its commitment to surpassing these expectations. At Viking Capital, we prioritize capital preservation, recognizing that safeguarding our investors’ hard-earned money is of paramount importance in nurturing these relationships. We diligently seek out promising investment opportunities, conducting rigorous due diligence to ensure that every venture aligns with our investors’ goals and contributes positively to the growth of their private equity portfolios. Our track record speaks for itself, as we have consistently delivered good returns and maintained our reputation for reliability. What truly sets us apart, however, is our exceptional investor relations team. We believe that transparent, responsive communication is the cornerstone of a successful relationship with a private equity firm. Our dedicated team is always on hand to address inquiries, share insights, and provide valuable guidance. Viking Capital’s commitment to going above and beyond in all these aspects is how we continually exceed investor expectations, creating long-lasting partnerships built on trust and successful private equity ventures.
As physicians, we understand the significance of hard-earned money from a high-level and sometimes challenging career. Due to this, capital preservation sits high and is a critical factor in our investment strategy and approach to the market.
We factor in conservative investments across a diversified spread to prevent losses to our investors and minimize risk. This is done by focusing on Class A and B properties (minimal risk asset classes) in well-researched cities showing solid demographics and job market numbers. With Viking Capital, investors will be happy to know their money is in an investment traditionally less volatile than the stock market.
We Care For Our Investors
Our investors are at the center of everything we do. Because of this, we help them build their portfolios by offering different class types and geographical locations.
In addition, we continue researching and buying quality assets within the Sunbelt region, and all investors are permitted to increase their commitment level throughout the fund’s or asset’s lifetime.
Finally, every aspect of the fund has been considered through an investor-first mindset, meaning there are additional opportunities such as tax benefits and increased exposure to upside factored into the fund.
Purpose-Driven vs. Impact-Driven Investment
At Viking Capital, our commitment to investors begins with a dedicated focus on their interests. We’ve meticulously considered every facet of our fund with an unwavering ‘investor-first’ approach, thereby incorporating additional opportunities, such as tax advantages and amplified exposure to potential gains, into the investment framework.
Viking Capital operates with a purpose-driven ethos, emphasizing our dedication to both investors and the communities within our multifamily properties. We prioritize effecting positive social change while simultaneously delivering value to our investors – a feat that we firmly believe is achievable.
A key objective is enhancing the living experience in our rental communities by channeling investments into upgrades and renovations within our multifamily apartments. This approach not only supports asset appreciation but also underpins our commitment to giving back to the community through various charitable initiatives aimed at empowering families in areas such as housing, literacy, and social programs.
Our team is the driving force behind the fund’s success, and their expertise plays a pivotal role in achieving financial objectives. We’ve brought together a diverse group of specialists in residential rental properties, ensuring investors have the support of seasoned professionals every step of the way:
- Financial experts with MBAs and CPA backgrounds.
- Legal professionals.
- Experienced construction specialists.
- Dedicated customer service specialists.
- Real estate authorities.
Accredited investors looking for an ideal way to invest will have to search hard to find a similar structure and group of people with the same track record of success!
The Benefits of Multifamily Real Estate
So, why does Viking Capital focus on multifamily real estate investing? For the last 30 years, real estate has outperformed the S&P 500. It’s an investment that is also highly regarded for being inflation-proof.
Some of the benefits of investing with Viking Capital over the stock market and other investment opportunities include:
- Lower Volatility: Investors experience accelerated yet steady returns through our specialist investment strategy and experience (we’ve focused on one asset within the market for the last seven years).
- Diversification: We focus on both asset and geographical diversification in the fund.
- Tax benefits: We structure our fund to offer the possibility of tax benefits through depreciation and cost segregation meaning you’ll be happier at tax time.
- Increased exposure to upside: Due to the structure of the fund, investors receive profits from the sale of a property within the fund, which, thanks to appreciation, could have grown in value over the life of the fund.
We’ve combined the best aspects of multifamily investments with a structure that creates a truly passive and profitable experience for real estate investors!
Better Targeted Returns Than Other Investment Strategies
Thanks to multifamily real estate, investors can enjoy a range of options matching their appetite for risk balanced against their desired investment outcomes.
Within the Viking Fund, this is achieved with:
- A three-tiered return structure gives investors options for where to place their capital.
- Investors can invest in either Class A, Class B Reserve class, or a combination of Class and Class B assets.
- Diversifying in both A and B allows for a risk-adjusted, blended return.
No matter the level you choose to invest, you’ll be pleased with the returns!
An Accredited Investor Can Build Significant Wealth with Viking Capital
We firmly believe that our investor-centric methodology represents the optimal path to cultivate intergenerational wealth for accomplished physicians and professionals who have achieved accredited investor status. Leveraging our extensive expertise, community-driven ethos, and a team of exceptional individuals, we provide an unparalleled choice for those seeking to invest in real estate.
If you’re ready to invest in a top-level real estate fund or want to learn more about the process, reach out to a team member today!