Income
Individual income above $200,000 — or $300,000 jointly with a spouse — in each of the last two years, with a reasonable expectation of the same this year.
Investing with Preferred Capital.
Offerings are made under Rule 506(c) of Regulation D to verified accredited investors. The process, eligibility criteria and current terms are set out below.
Request an introduction.
This information is used to prepare for the conversation. It is treated as confidential and is not shared with third parties.
Request received
We'll be in touch within one business day to find a time. If it's urgent, email invest@prefcapitalpartners.com directly.
What happens after you submit
Within one business day
A reply from the managing partner proposing two or three times.
On the call, 30 minutes
Your objectives and time horizon, the structure of our offerings, and the circumstances in which this would not be appropriate.
Afterwards
Where there is a fit, third-party accreditation is arranged and portal access follows. Where there is not, we will say so.
Current offering
Preferred Capital Partners Fund II, LP
- Structure
- Reg D, Rule 506(c)
- Minimum
- $50,000
- Preferred return
- 8%
- Profit split
- 70 / 30
- Target hold
- 3–5 years
- Distributions
- Quarterly
- Next close
- 30 November
- Eligibility
- Accredited only
Terms are indicative and are superseded in all respects by the offering documents.
Accredited investor status
An investor qualifies if any one of the following applies.
Net worth
Net worth above $1,000,000, individually or jointly, excluding the value of your primary residence.
Professional licence
An active Series 7, 65, or 82 licence. Certain knowledgeable employees and entities also qualify under SEC rules.
Under Rule 506(c), accreditation must be verified by a third party — typically a letter from your CPA or attorney, or an automated verification service. Self-certification is not sufficient. This is a summary, not legal advice; see the SEC's definition of an accredited investor for the complete rule.
Request the materials.
The investor materials set out the firm’s approach in full. Accreditation is not required to review them, and requesting them does not initiate contact.
- Our full acquisition criteria and underwriting standards
- A sample offering summary, including the complete fee schedule
- How the distribution waterfall works, with a worked example
- A sample quarterly investor report
- The tax primer we send every new investor to give their CPA
Materials sent
The investor packet is on its way. If it hasn't arrived in ten minutes, check your spam folder or email invest@prefcapitalpartners.com.
From first call to first distribution.
Introductory call
A short conversation covering objectives, structure and suitability.
Accreditation & portal access
Third-party verification through your CPA, attorney or a verification service, followed by portal access to the full offering materials.
Review & subscribe
The offering memorandum, financial model and operating agreement are provided for review with your own advisors. Subscription is completed electronically.
Own, collect, report
Quarterly distributions once the property is producing under plan, quarterly reporting, and K-1s by 31 March.
This page does not constitute an offer to sell or a solicitation of an offer to buy any security. Any offering will be made only to verified accredited investors pursuant to definitive offering documents. Read the full disclosures.