CEP Workforce Housing Fund
Delivering Tax Efficient Passive Income and Appreciation. The CEP Workforce Housing Fund will contribute the equity capital required to purchase multiple assets that fit the CEP core plus investment strategy.
How To Invest With Us
Becoming a CEP Investor means you get to review quality multifamily investment opportunities without releasing control of when and where your money is invested.
Our Latest Fund Offering is Currently Open and Taking Investments
The fund will give you an opportunity to diversify your real estate holdings through an ownership interest in an array of multifamily apartment communities in high-potential market across the Northwest U.S.
Secure Your Place to Invest
If you are interested in an opportunity, you can reserve your place in the investment partnership. Complete and return the reservation form specifying how much you would like to invest in the opportunity. Reservations are taken on a first-come-first-served basis until the target fund amount has been obtained.
Make An Investment
Execute the subscription agreement and make an equity investment into a property trust account. All investors are admitted to the partnership when the transaction to acquire the asset closes.
Receive Investment Opportunities
Your Questions Answered
What does a real estate sponsor do?
- Source the investment opportunity.
- Create all legal documents related to the investment opportunity.
- Assemble the investor capital and financing required to acquire the property.
- Assume all recourse risk for any loans used to acquire the property.
- Oversee all aspects of property acquisition due diligence on behalf of the investment group.
- Lead property operations and management resources as the asset manager.
- Execute the investment strategy for the property.
- Manage distribution payments to the investment group.
- Produce and deliver quarterly reports on the financial performance of the property to the investment group.
- Position the property to maximize value at disposition.
- Direct all aspects of the property disposition process.
CEP is a real estate investment sponsor that partners with investors to purchase select apartment communities that meet our acquisition criteria.
What is an “Accredited Investor”?
Per the SEC, an accredited investor includes anyone who:
- Earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the
prior two years, and reasonably expects the same for the current year,
- has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).
There are other categories of accredited investors, including the following, which may be relevant to you:
- Any trust, with total assets in excess of $5 million, not formed specifically to purchase the subject securities, whose purchase is directed by a sophisticated person,
- any entity in which all of the equity owners are accredited, investors.
How many properties are acquired annually?
We speak with apartment owners and brokers daily and are constantly reviewing underwriting, and touring properties throughout our region. We filter through hundreds of opportunities to present our
investors with the select few properties that “fit the box” in terms of our stringent underwriting and acquisition criteria. Our brand equity and track record have fostered strong relationships throughout the Pacific Northwest, thereby providing CEP with access to investment opportunities – both on and off-market – not available to other sponsors.
What are the tax advantages of a multifamily real estate investment?
There is no Washington state-level personal or corporate income tax. Also, the TCJA of 2017 effectively shelters all property income (and more) throughout the life of the investment. The enhanced tax benefits of multifamily real estate investments can be detailed during a consultation with one of our partners.
I’m ready to invest. How do I get started?
Register yourself as an accredited investor HERE. You will then be contacted to set up a consultation. We will cover any questions you may have about our program, including how to start seeing deal flow.
What is a syndication?
In real estate, syndication is a transaction between a sponsor (or “syndicator”) and a group of investors wherein equity capital is pooled to acquire an investment property. Real estate syndication enables individual investors to pool their financial resources to gain access to institutional-quality commercial real estate investments. Our investors are admitted as members into a single purpose entity (SPE) that takes ownership of a property. CEP – the sponsor – is Manager of the SPE.
What kind of real estate does CEP purchase?
- Property Type: Multifamily
- Subtype: Market Rate Workforce Housing
- Property Size: 100 – 250+ Units
- Vintage: 1980s or newer
- Location: Pacific Northwest
- Value: $20 Million to $50 Million+
How have your past investments performed?
How can I be the first to know about a new CEP investment opportunity?
New CEP investment offerings will be shared with you once you:
1) Confirm that you are an accredited investor.
2) Share your investment goals during your consultation with one of our partners. You will then receive email notifications when new opportunities become available.
How will I get updates on the performance of my investment(s) with CEP?
CEP provides an online investor portal that features a personalized portfolio dashboard that includes investment performance metrics, distribution history, asset management reports, and tax and legal documents. We post comprehensive reports quarterly throughout the entire ownership period, and our partners remain available throughout the year as a resource to you.
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