Ways to invest
1. Investing ON YOUR OWN
Saffron Capital Ventures accepts investments from those who fulfill the criteria for accredited investors. Individual investing entails holding the investment individually in your name. This is the most prevalent method of investing.
When opening an account with Saffron Capital Ventures Investment and becoming confirmed as an accredited investor using Verify Investor, you must enter your entire legal name.
You will get a Schedule K-1 tax form in your legal name at the conclusion of each applicable tax year to use when submitting your income tax return.
2. Investing as a COMPANY
You can invest as an entity as long as you fulfill the requirements for accredited investors. In this situation, your entity will be the investor rather than you personally. The advantage of investing as an entity is that you add an extra degree of security. An entity might be a limited liability company (LLC), an S-corporation, or a C-corporation.
If you are the entity’s only owner, you will be individually verified as an accredited investor in accordance with the individual criteria. If there are numerous equity owners, each owner must provide documentation that they fulfill the accredited investor standards, either alone or jointly with their spouse.
Each Saffron Capital Ventures account can only have one firm shareholder invest. Additional shareholders, on the other hand, can invest through the same firm by opening a new account and going through the accredited investor process.
You will get a Schedule K-1 tax form in your entity name at the conclusion of each applicable tax year to use when submitting your income tax returns.
3. Investing VIA a trust
As long as you fulfill the accredited investor standards, you can invest as a trust. In this instance, your faith will be in the investor rather than in yourself.
We accept both living revocable and irrevocable trusts at Saffron Capital Ventures. The main advantage of putting property in a trust is that it avoids the probate procedure when transferring assets to beneficiaries. Trusts may potentially qualify for further tax breaks.
If you are the trust’s settlor, you must be personally confirmed as an accredited investor in accordance with the individual criteria. If there are numerous settlors, each settlor must provide confirmation that they fulfill the accredited investor standards, either separately or jointly with their spouse.
You will get a Schedule K-1 tax form in your trust’s name at the end of each applicable tax year to use when submitting your income tax returns.
4. USING YOUR RETIREMENT ACCOUNT TO INVEST
As long as you fulfill the accredited investor standards, you can invest through your retirement account. In this situation, your retirement account will be the investor rather than you personally. The advantage of investing in a retirement account is that it provides additional tax advantages.
We accept Self-Directed Solo 401(k), IRA LLC Single-Member, and IRA LLC Multi-Member at Saffron Capital Ventures.
Some retirement plans demand that the investment property provide passive income for at least one year, or that the account be managed by a custodian. As a result, Saffron Capital Ventures can only accept the three types of accounts listed above.
5. Investing AS a GROUP
Saffron Capital Ventures Investment encourages fund firms to participate in our deal-by-deal investment initiatives with our investors. When investing through a fund, the fund entity will be the investor with a share in the property.
When opening an account with Saffron Capital Ventures, you must use the fund name. All fund investors must be accredited in order for the fund to invest in our syndication projects.
When an investment is completed, Saffron Capital Ventures delivers the disbursements to the fund account holder, who subsequently distributes the funds to the fund’s investors.
You will get a Schedule K-1 tax form at the conclusion of each fiscal year.
Ready to get started?
To learn more about our upcoming potential assisted living investments please reach out to Saffron Capital Ventures today!