Investors

Diversified Portfolio Diminishes Risk

Every investor understands that the greater the risk the greater the reward. But what if there were an investment vehicle that minimized the risk and still had a higher than average reward? ALPM offers such an investment vehicle through the REI FUND. There are a lot of great funds available that are set up as private lenders. Most of them return yields in the 6% to 14% range to their investors. The goal of ALPM is to return annualized yields of 12% or more while minimizing the risk by having a balanced and diversified portfolio of many real estate classes.

The REI FUND is a Regulation D Rule 506 Security filed with Securities and Exchange Commission, as well as the appropriate State Regulation Departments in all 50 States. The REI FUND is managed by A List Partners Management, LLC. Both the REI FUND and the management company are a Texas limited liability company located in the Frost Bank Tower at 401 Congress, Suite 1540, Austin, Texas 78701.

The SEC requires certain eligibility standards to be met to become an investor in the fund. A potential investor must qualify as an “Accredited Investor” and has sufficient investment sophistication and ability to take financial risk to meet the standards for availability of the private offering exemption from the registration requirements of the Securities Act of 1933, as amended (the “Act”), and any other applicable securities law. A Rule 506 Security does allow for a limited number of non-accredited yet sophisticated investors in the REI FUND. Please contact us if you would like to discuss your qualification of an ‘Accredited’ or ‘Non-Accredited’ Investor.

Invest through a Self-Directed Retirement Account

(ROTH, IRA, SEP, SIMPLE IRA, 401K Plan)

Converting your retirement accounts to self-directed retirement accounts allows you the flexibility to take charge of your investment strategy and to gain control of your investments, so that you can put your money to work for you and not money managers working for Wall Street establishments who more often than not seem to be more interested in the profitability of Wall Street over the profitability of their clients. Self-directed retirement accounts allow you the freedom to diversify your portfolio into alternative, high yield investments such as the REI FUND. Even if you do not have an interest in investing into a private fund like ours but have an interest in learning more about self-directed retirement accounts please feel free to contact us. We enjoy helping Americans become more educated about their choices for their financial future.

We Deliver to our Investors

The Investor Relations Team at A List Partners Management is committed to building our investors up so that they are on the A List! Our investors know they can expect exceptional customer service and a level of transparency that is unparalleled among private funds in the US.

Our level of communication and commitment to our investors is high on our list of deliverables so that we can maintain investor satisfaction and confidence. The following are some but not all of the ways that ALPM maintains and builds long-term relationships with our investors:

  • Semi-Annual Distributions Checks either mailed or sent ACH directly into your account
  • Option to automatically reinvest your distribution so that you are compounded your return on investment
  • Real Time Access to the Portfolio of Assets Under Management
  • Monthly Investor Newsletter
  • Periodic Memos to Investors
  • Annual Investor Meeting
  • Schedule K-1’s distributed (before March 15th)
  • Frequent Lunch and Learn or Evening Seminars
  • Financial Statements Distributed Semi-Annually
  • Tax Returns upon Request
  • Office Visits upon Request