Investor Access
Fortierra does not publicly market offerings.
Prospective investors are introduced through direct conversations and a qualification process designed to ensure alignment before opportunities are shared.
F.A.Q
Fortierra Holdings’ offerings are available to accredited investors.
Accreditation status will be verified upon commitment to an offering. An accredited investor is a term used by the U.S. Securities and Exchange Commission (SEC) under Rule 501 of Regulation D. To qualify as accredited, an investor must meet at least one of the following criteria:
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Income: Earn an individual income of more than $200,000 per year, or a joint spousal income of more than $300,000 per year, in each of the last two years with a reasonable expectation of maintaining that level.
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Net Worth: Have a net worth exceeding $1 million, either individually or jointly with a spouse (excluding the value of your primary residence).
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Entity Type: Be a bank, insurance company, registered investment company, business development company, or small business investment company.
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Professional Status: Be a general partner, executive officer, director, or a related combination thereof for the issuer of the security being offered.
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Business/Trust Assets: Be a business in which all equity owners are accredited, or an employee benefit plan, trust, charitable organization, partnership, or company with total assets exceeding $5 million.
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Yes
Once you decide to invest in a property, a Fortierra Holdings team member will contact you with specific instructions on how to complete the accreditation verification process.
Our investments are open to accredited investors and qualified purchasers who register for an account through our website.
Simply click the “Learn More” button in the upper right-hand corner of any page and follow the prompts. A Fortierra Holdings team member will then reach out to discuss our current investment opportunities with you.
Yes
Investors are welcome to invest through an LLC or trust. Additionally, you may invest via traditional self-directed IRAs through Fortierra Interests, LLC, a specialized offering designed to mitigate significant UBIT estate-level taxes.
Yes
Investors receive comprehensive progress updates via email at least once per quarter.
