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Resources

The investor information packet, and answers to what investors and sellers ask most.

Investor Information Packet

Request the packet.

The investor information packet is an 11-page summary of who we are, the numbers, the two investment structures, the track record and the team.

Investors

Investor FAQ

Who can invest?

Accredited investors as defined under Regulation D. We confirm accredited status before any documents are provided.

Check eligibility
What is the difference between the two structures?

Short-term investments are fixed-return notes on a specific redevelopment project, typically 3 to 8 months, with returns of 8.2% to 12%. Longer-term partnerships are ownership interests in multifamily or mixed-use assets held for years, with a preferred return of 3% to 8% and an internal return objective of 18% to 25% IRR. Objectives are not guarantees.

What is the minimum investment?

Minimums vary by opportunity and are stated in each opportunity's documents. Ask on the call.

How and when are returns paid?

Short-term notes pay interest monthly or quarterly, with principal returned when the project completes. Partnerships distribute monthly or quarterly from operations and on a sale or refinance. The schedule is written into each agreement.

What backs a short-term investment?

Each note is tied to a specific property that CAP Venture Group owns and is renovating. Details, including position and loan-to-value, are in the note documents.

What reporting will I receive?

Milestone updates on short-term projects. Quarterly statements on partnerships covering occupancy, income, expenses, capital account and distributions. Direct access to Alex at any time.

Does CAP Venture Group invest its own capital?

Yes. Principal capital is invested alongside partners in partnerships, and the company owns the properties behind every short-term note.

What is the track record?

500+ transactions and more than $100 million of real estate transacted since 2013, including 400+ residential redevelopments, over 1,000,000 square feet of commercial exposure and a partnership in a commercial transaction exceeding $20,000,000. Three-time Inc. 5000 honoree.

Sellers

Seller FAQ

What do you buy?

Multifamily properties of 30 to 200 units, B and C class, with room to add value through renovation, rents or management. Louisville first, then Kentucky, Southern Indiana and the surrounding Midwest and Southeast. We also consider mixed use, small commercial and residential portfolios of any size.

How fast will I hear back?

Within 48 hours. Alex reviews every submission personally and replies in writing with next steps or a straight no. If we move forward, closing happens on your timeline.

Do you work with brokers?

Yes. We buy as principal, with our own capital alongside our partners. Send pocket listings and off-market opportunities to alex@capventuregroup.com or 502-822-3633. Commissions are honored as written.

What should I send?

The address, unit count, current occupancy and your timeline are enough to start. A rent roll, the trailing twelve months of income and expenses, and recent tax and insurance bills let us respond with a number sooner.