Once you are prepared to invest, the entire process of creating an account and making investments can be done conveniently online. You will receive prompts to provide or confirm any necessary information and acknowledge important details electronically.

However, if you prefer to schedule a call beforehand, you will be asked to provide your contact information. A member of our investor relations team will then reach out to you, addressing any queries you may have.

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💡 Our Funds are currently available through Regulation D 506C as per the Securities Act of 1933, restricting participation to accredited investors only.

💡 To qualify as an accredited investor, one must have an earned income exceeding $200,000 each year for the last two years, or $300,000 combined with a spouse.

💡 The same income level should be reasonably expected to be maintained in the current calendar year.

💡 Another qualifying condition is a net worth exceeding $1 million, either individually or jointly with a spouse.

💡 The primary residence value is excluded from the net worth calculation.

💡 These eligibility requirements are governed by federal regulation.

💡 We plan to introduce Fund options under Regulation A in the future, allowing non-accredited investors to participate.

💡 Recent changes in government rules have broadened the criteria for being recognized as an accredited investor.

💡 For more detailed information, please refer to the next FAQ titled, “Am I An Accredited Investor.“

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An accredited investor, in the context of a natural person, includes anyone who:

💡 Has 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 calendar year, OR

💡 Has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence), OR

💡 Holds good standing a Series 7, 65 or 82 license

💡 On the income test, the person must satisfy the thresholds for the prior two years consistently either alone or with a spouse, and cannot, for example, satisfy one year based on individual income and the next two years based on joint income with a spouse. The only exception is if a person is married within this period. The person may satisfy the threshold on the basis of joint income for the years during which the person was married and on the basis of individual income for the other years.

💡 In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:

→ Any trust with total assets in excess of $5 million, not formed to specifically purchase the subject securities, and whose purchase is directed by a sophisticated person, OR

→ Certain entity with total investments in excess of $5 million, not formed to specifically purchase the subject securities, OR

→ Any entity in which all the equity owners are accredited investors.

→ In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

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You have a range of options for the types of entities or accounts you investing in our funds.

💡 You can invest as an individual.

💡 Joint investments with another person are also an option.

💡 Investments can be made through an LLC (Limited Liability Company).

💡 You can choose to invest via a corporation.

💡 Partnerships can be used for investment purposes.

💡 Your retirement plan/401K can also be utilized for investing.

💡 Most self-directed retirement plans are compatible with our investment options.

💡 Trusts can be used as an investment vehicle.

💡 Select the entity or account type that best fits your investment preferences and objectives.

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If you have an existing IRA or 401K from a previous employer, it is likely that you will be able to self-direct all or a portion of it into one of our funds. Check with your current custodian to see if they will allow you to self-direct your retirement account.

If the answer is no, please contact a member of our Investor Relations team and we will introduce you to one of the custodians that we work with that will allow you to invest in alternative assets using your retirement funds.

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As a limited partner in the LLC that purchases the properties, you will receive a Form K-1.

A Form K-1 is a tax form used by partnerships to provide investors with detailed information on their share of the partnership’s taxable income. Partnerships are generally not subject to federal or state income tax, but instead issue a Form K-1 to each investor to report his or her share of the partnership’s income, gains, losses, deductions, and credits. The Form K-1s are provided to investors on an annual basis so that each investor can include Form K-1 amounts on his or her tax return.

Our goal is to finalize all Form K-1s annually by March 31st; however, we do rely on outside reporting and may require additional time to furnish the forms in a way that is to the investor’s best advantage. Accordingly, you may be required to obtain one or more extensions for filing federal, state, and local tax returns, but that is not our intention.

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You sure can! If you live in another country, depending on how you structure your investment, different documents may be required, but you are still able to invest with us. 

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💡 Our Funds typically have a duration of about 5 to 10 years.

💡 Funds with shorter or longer durations may be offered.

💡 We plan to introduce “Legacy Wealth Funds” with an extended life as the demand for one materializes.

💡 We hold the right to extend or decrease the duration of a Fund after an investment has been made.

💡 Our flexibility in managing Funds duration allows us the opportunity to maximize the value of your investments in MHCs.

💡 We aim to optimize your investment returns by avoiding forced sales during unfavorable market conditions and capitalizing on opportunities during favorable ones.

💡 We anticipate that longer-term investments in certain properties can capture greater appreciation due to inflation, rising rental values, and favorable market conditions.

💡 In the majority of our Funds, the primary objective is to attain a complete Return of Invested Capital (ROIC) by the conclusion of the fifth year.

💡 If the ROIC target isn’t met by year 5, we plan to liquidate the Fund’s assets to reach this goal while still maximizing returns for our investors.

💡 We maintain a commitment to transparency and effective governance in Fund operations.

💡 Our policy is to capture potential value, maximize returns, and leverage market opportunities, highlighting our dedication to enhancing long-term returns for our investors.

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💡 Our funds are investor-focused, putting our investors’ interests first.

💡 Our investment structure initially offers investors an 8% to 10% annual preferred return on their remaining invested capital. This preferred return is prioritized before any disbursement of investor/sponsor splits from the available distributable cash flow.

💡 Our target for stabilized, income-producing properties is to achieve mid-teens to low-twenties annual equity returns from cash flow generated by operations.

💡 During the entire investment duration, our objective is to aim for mid-to-high-twenties annualized equity returns (IRR). However, it’s important to note that the actual equity returns may vary depending on the type of investment and the leverage employed.

💡 The majority of Funds are designed to achieve a Return-of-Invested-Capital (ROIC) within the first 5 years of operation. This means investors can anticipate receiving their entire invested capital back during this period. Following this, investors will continue to retain their position in the Fund and will have the freedom to reinvest or utilize their initial investment as they see fit.

💡 In cases where we invest in properties needing significant repositioning through capital and marketing investments, we may prioritize long-term gains over near-term distributions. This could involve foregoing immediate distributions to achieve higher gains upon the property’s sale.

💡 For such investments, we aim for higher equity returns to compensate for the added risk.

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💡 Our Funds typically pay distributions on a quarterly basis, although we reserve the right to alter this frequency at our discretion throughout the Fund’s duration.

💡 There may be cases where we offer funds that provide monthly distributions.

💡 The decision to change distribution frequency is influenced by factors such as the property’s cash flow and required capital expenditures.

💡 On occasions, a property’s cash flow may not be adequate to support a current distribution.

💡 Our Funds may invest in properties with the aim of delaying immediate distributions while executing a capital and repositioning program.

💡 We prioritize the long-term success and value enhancement of our investments, which may impact the timing and frequency of distributions.

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💡 Our investor-focused Funds are designed to prioritize investor’s interests, leading us to calculate our Fund Management Fee based on the appraised value of the assets we manage.

💡 Our fee structure is founded on the belief that it is reasonable when compared to other private fund managers operating in the same asset class. In fact, our fees per lot (door) are lower than those associated with other real estate investment classes where the fee per door is the standard comparison. We prioritize transparency and fairness in providing our investors with a competitive and advantageous investment opportunity.

💡 During operations, our fee structure comprises several components:

1. Asset management fees, which are calculated based on the gross revenues generated by the properties under our management.

2. Transaction fees, which are associated with the acquisition and disposal of properties within the investment portfolio.

3. An investor/management split, which is determined based on the distributable cash flow of the investments, ensuring a fair distribution between investors and management.

💡 These fees collectively cover the monthly operational expenses at Haven Capital Ventures, while the investor/management splits motivate us to optimize an investment’s performance.

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We firmly believe that investing in Manufactured Home Communities (MHCs) carries lower risks compared to many other types of investments, including other real estate asset classes. Historically, real estate has shown to be less volatile than the stock market, and properties tend to appreciate over time due to inflation driving up revenues. These factors contribute to the overall stability and potential for favorable returns in MHC investments.

Every asset undergoes extensive research and thorough due diligence before being considered for investment. This meticulous process ensures that we maintain a high degree of making well informed investment decisions, providing our investors with a sense security and confidence in their investment journey.

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