Real estate syndication is a powerful strategy for building wealth through multifamily investments. It allows investors to pool resources, leverage expertise, and gain access to larger, high-performing properties without the complexities of direct management. At JMC Group, we simplify this process by providing a transparent, structured pathway for investors—ensuring that every step, from onboarding to distributions, is seamless.

Understanding Real Estate Syndication & Regulation D

Our offerings are structured under Regulation D—specifically Rules 506(b) and 506(c)—which allow us to raise capital while staying compliant with SEC regulations.

Rule 506(b)

• Who can invest? Unlimited accredited investors and up to 35 sophisticated investors.

• Key restriction: No general solicitation or advertising; a pre-existing relationship is required.

• Verification: Investors can self-certify their accredited status.

Rule 506(c)

• Who can invest? Only accredited investors.

• Key advantage: Allows general solicitation and advertising to reach a broader investor base.

• Verification: Accredited status must be verified through documentation or a third party.

Are You an Accredited or Sophisticated Investor?

Before investing, it’s important to understand your investor classification:

Accredited Investors:
Meet any of the following criteria:

• Annual income of $200,000 (or $300,000 with a spouse) over the past two years.

• A net worth exceeding $1 million (excluding your primary residence).

• Hold specific professional licenses (e.g., Series 7, 65, or 82).

Sophisticated Investors:

• Possess financial knowledge and experience to evaluate investments but don’t meet accredited investor thresholds.

• Eligible for 506(b) offerings only and require a pre-existing relationship with us.

The Investment Process: Step-by-Step Guide

1. Receiving the Investment Offering

When an opportunity becomes available, you’ll receive an offering memorandum that outlines:

• Property overview and location.

• Business strategy (e.g., renovations, income growth).

• Projected returns (cash-on-cash, IRR, equity multiplier).

• Market analysis and associated risks.

2. Investor Webinar

We host an investor webinar to dive deeper into the opportunity, covering:

• A detailed business plan breakdown.

• Financial projections and timeline.

• Market conditions.

• Live Q&A session to answer all investor queries.

3. Investor Due Diligence

We encourage all investors to:

• Review offering documents thoroughly.

• Analyze risk factors and return projections.

• Consult financial advisors for personalized advice.

4. Investor Documentation

Once committed, investors will complete:

• Private Placement Memorandum (PPM): Details the investment terms and risks.

• Subscription Agreement: Confirms participation and investor status.

• Operating Agreement: Outlines rules for syndication governance.

• W-9 Form: Ensures proper tax reporting.

• Investor Questionnaire: For regulatory compliance.

5. Wiring Funds

Upon document completion, you’ll receive secure wiring instructions to finalize your investment.

6. Staying Updated

We provide ongoing communication with:

• Monthly/Quarterly Reports: Cover financials, occupancy rates, and business plan execution.

• Distributions: Regular passive income payouts, typically monthly or quarterly.

Why Choose JMC Group Syndications?

Syndications with JMC Group offer:

• Passive Income: Regular distributions without management hassles.

• Diversification: Access to high-value properties across Texas.

• Tax Benefits: Leverage depreciation, cost segregation, and other real estate incentives.

• Scalability: Expand your portfolio across different properties and markets.

Get Started with JMC Group

Whether you’re an accredited investor or a sophisticated investor ready to grow your portfolio, JMC Group is here to guide you through every step. Let’s build wealth together—one property at a time.