BEO manages funds focused on tangible assets, including stabilized commercial, broad scoped opportunity as well as development. Each fund is designed to preserve capital with risk mitigations while targeting double digit returns made possible by real estates. This approach provides a framework for sustainable investments, downside protections and consistency in generating returns.

BEO funds are structured under SEC Regulation D, Rule 506(c), subject to oversight by the SEC, ensuring the fund follows strict rules on transparency, reporting, and investor qualifications. This means investors can feel more confident knowing the fund manager is accountable to regulatory standards, and the fund’s terms, risks, and strategies are clearly documented in each fund offering documentation. 506(c) offering ensures compliance, verification of accredited investors, and a more formalized, secure investment process.

The holding period depends on the type of fund. Some funds target shorter terms, such as 24–36 months, while others may have holding periods of 5 years or more. This flexibility allows investors to choose options that suit their timelines and investment strategies, with a focus on balancing risk and reward.

BEO prioritizes capital preservation by emphasizing conservative debt, maintaining cash reserves, and on strategies that have historically proven to work. BEO's vision is to provide everyday investors with access to institutional-quality real estate investments in a way that sets it apart from others. Rather than competing by promising overly optimistic scenarios, the team adopts a conservative approach. This involves applying practical strategies, well-capitalized investments, acquiring properties with strong fundamentals, prioritizing capital preservation, maintaining prudent debt levels, rates and terms, all while fostering transparency.

All offering documents, including legal and marketing materials, are available through BEO’s secure investor portal. Investors can access these materials by registering for a free account. You can begin that process by visiting our investments page.

Currently, only accredited investors are permitted to invest in our funds as we are in compliance with the SEC’s 506(c) exemption.

The minimum investment varies by fund but is currently set at US$100,000.

Our fund offerings, investors can initially commit 20% of their investment. BEO then calls for the remainder when needed.

BEO employs a blind pool structure to maintain capital readiness, enabling quick action on high-quality investment opportunities. This approach benefits investors by ensuring that funds are available when favorable acquisitions arise, particularly in competitive or time-sensitive situations.

Investors can begin by visiting the BEO’s Investments page, where details about current offerings can be viewed. Investors can click “Invest Now” to start the process. This straightforward method ensures transparency and ease of access. If there are any questions through the process, our investor representative will gladly assist.

Investments can be made through various entities, including individuals, joint tenancy, LLCs, corporations, partnerships, trusts, Self Directed IRAs, or Self Directed 401(k)s (if you do not already have a Self-Directed Retirement Account, we can help you set it up easily). This flexibility allows investors to structure their investments in a manner that aligns with their financial strategies, goals and portfolio.

Returns vary according to each fund's strategy and investment focus. Some funds target steady monthly cash flow through rental income from stabilized properties, while others aim to generate returns through value creation, or strategic sales. BEO focuses on achieving returns through risk mitigated investments in markets with solid economic fundamentals, applying prudent historically proven financial strategies, and prioritizing wealth preservation.

• Cash-on-cash return measures the cash earned on the cash invested, typically expressed annually, providing insight into liquidity.
• Internal rate of return (IRR) accounts for the time value of money, giving a broader perspective on the overall profitability of an investment over time.

The timing of distributions depends on the fund's structure and strategy. Some funds distribute returns monthly, while others provide distributions as available or at the conclusion of the investment, such as after property sales or refinancings.

BEO focuses on maximizing tax advantages, primarily with utilization of advanced depreciation. For our non-development offerings, we complete cost segregation studies to support advancing depreciation as much as possible, which creates a negative taxable income from the investment even though monthly cash flows are received. To find out more about the tax advantages, feel free to reach out.

Yes, some BEO funds include a preferred return to the investors. This means investors are prioritized to receive a specified percentage return on their invested capital before the management team participates in profit sharing. The preferred return ensures that investors are compensated first, aligning the fund's distribution structure with investor priorities.

Yes, BEO funds include management and performance fees, which are detailed in the offering documents for each fund. These fees are designed to support the operational and strategic management of the investments. BEO ensures complete transparency, with all costs explicitly disclosed and no hidden fees.

Each property is overseen by a local team with market-specific expertise. These teams handle day-to-day operations, ensuring that each asset is managed in alignment with the fund’s goals while maintaining quality and operational efficiency.

BEO provides periodic updates, including details on financial performance, property progress, and market conditions. Reports and communications are distributed to investors and made accessible through the company’s secure portal, ensuring transparency and allowing investors to track their investments effectively.

BEO targets to acquire assets with conservative leverage and aims to structure investments to be well-capitalized. This approach provides flexibility to navigate challenges during economic downturns, focusing on maintaining stability and aligning with the fund's long-term objectives.

All investments carry risks, including market fluctuations and economic changes. BEO prioritizes risk mitigation through careful experience, conservative debt (fixed rate, long term, low LTV), asset acquisitions at advantaged prices, conservative capital stack with reserves, and mature asset management.

Yes, BEO funds are offered under SEC Regulation D, Rule 506(c). This ensures that all offerings comply with federal regulations and are available only to qualified accredited investors.

Investors can monitor their investments through BEO’s secure portal, which provides monthly updates on fund performance, property progress, and key financial metrics.

When a fund concludes, assets are sold or refinanced, and proceeds are distributed to investors according to the terms outlined in the fund documents. This structured approach ensures clarity and alignment with investor expectations.

No, early withdrawal is not permitted, as BEO funds are structured as long-term investments. However, some funds target shorter holding periods, providing options that may better align with certain investors’ timelines while maintaining the stability and integrity of the investment strategy.

BEO provides customized solutions tailored to meet the specific needs of its clients. The team can create structures that align with your group’s objectives and investment requirements. Please contact us to discuss your needs and explore potential solutions.