Real Estate Professionals Resource Center

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What is an Accredited Investor

An accredited investor is a person or a business entity who is allowed to deal in securities that are not registered with governing authorities. They are entitled to such privileged access if they satisfy one (or more) requirements regarding income, net worth, asset size, governance status or professional experience.

ACCREDITATION FOR INDIVIDUALS

An individual must have a net worth, or joint net worth with their spouse, excluding their primary residence but including home furnishings and personal automobiles of more than $1,000,000;

or
must have an individual income in excess of $200,000 or joint income with their spouse in excess of $300,000, in each of the two (2) most recent years and have a reasonable expectation of reaching the same income level in this year.


ACCREDITATION FOR CORPORATIONS & TRUSTS

  • any corporation, Massachusetts or similar business trust, partnership, or organization described in Code Section 501(c)(3), not formed for the specific purpose of acquiring Interests, with total assets over $5,000,000;

  • any trust, with total assets over $5,000,000, not formed for the specific purpose of acquiring Interests and whose purchase is directed by a person who has such knowledge and experience in financial and business matters that he or she is capable of evaluating the merits and risks of an investment in the Interests as described in Rule 506(b)(2)(ii) under the Securities Act;

  • any broker-dealer registered under Section 15 of the Securities Exchange Act of 1934, as amended;

  • any investment company registered under the Investment Company Act or a business development company (as defined in Section 2(a)(48) of the Investment Company Act);

  • any small business investment company licensed by the Small Business Administration under Section 301(c) or (d) or the Small Business Investment Act of 1958, as amended;

  • any employee benefit plan within the meaning of ERISA, if the investment decision is made by a plan fiduciary (as defined in Section 3(21) of ERISA), which is either a bank, savings and loan association, insurance company, or registered investment advisor, or if such employee benefit plan has total assets over $5,000,000 or, if a self-directed plan, with investment decisions made solely by persons who are accredited investors;

  • any private business development company (as defined in Section 202(a)(22) of the Investment Advisers Act of 1940, as amended);

  • any bank as defined in Section 3(a)(2) of the Securities Act, any savings and loan association or other institution as defined in Section 3(a)(5)(A) of the Securities Act whether acting in its individual or fiduciary capacity, or any insurance company as defined in Section 2(13) of the Securities Act;

  • any plan established and maintained by a state, its political subdivisions, or any agency or instrumentality of a state or its political subdivisions, for the benefit of its employees, if such plan has total assets of more than $5,000,000;

  • any executive officer of the Signatory Trustee or, if applicable, its manager; or,

  • any entity in which all of the equity owners are accredited investors.

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White Label Program

Kingsbarn Real Estate White Label Program allows real estate professionals and brokers to partner with Kingsbarn and to co-brand our marketing materials and brochures. Contact the Kingsbarn representative in your area to find out how you can implement this program with your team.


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Broker Compliance

Ownership interests in DSTs are securities. Typically, they must be registered and can only be sold by licensed financial advisors. Kingsbarn has structured these securities, however, according to certain state and federal exemptions in order to allow California real estate licensees to receive compensation on the sale of DST interests.


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Fee Agreements

You can download the Broker Fee Agreement for our current available offerings below.

Please download, complete and email the agreement to docs@kingsbarnca.com


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Schedule Webinar

Learn about DSTs without leaving your home or office. Our webinars can be scheduled when it's convenient for you. We will be adding new webinars in the coming months discussing DSTs, 1031 exchanges, tax strategies, etc.


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Sales Aids

Our brochures, flyers, and slides are available to download to help with your presentation to clients. Check back regularly as they will be updated and there will be additions from time to time.



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Broker Events

Kingsbarn has speaking engagements and presentations throughout California. Find out when we will be speaking in your area.


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Schedule In-Office Meeting

Meet with our representatives in your office for a 1-on-1 meeting. We are happy to discuss our program in detail and help you make a presentation to your client.


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Schedule Group Presentation

We want to make a presentation to your entire sales team. Schedule us for your next sales meeting and we will teach your team about DSTs, how our program can work for their valuable clients, and how your team can earn commissions. We’ll bring the coffee and bagels.


Thank you for your support

Sabal Capital Partners