If you have any questions, please email us at support@jiginvestmentgroup.com or call or text us at (412) 528 6556.

Getting started with Jacobs Investment Group is easy.

Schedule a Call: Click here to schedule a call with our team.

Discuss Your Goals: During the call, we'll chat about your investment goals, risk tolerance, and any questions you have.

Determine Fit: If we're a good fit, we'll provide the necessary documents for your investment.

Submit Required Information: Fill out the documents. We'll guide you; it's straightforward.

Wire Your Funds: Once documents are set, we'll guide you on wiring your funds securely.

That's it! Ready to start? Schedule your call now and let's get your investment journey underway!

An accredited investor, in the context of a natural person, includes anyone who:

1) Has earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current calendar year, OR

2)Has a net worth over $1 million, either alone or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence), OR

3)Holds good standing a Series 7, 65 or 82 license.

On the income test, the person must satisfy the thresholds for the prior two years consistently either alone or with a spouse, and cannot, for example, satisfy one year based on individual income and the next two years based on joint income with a spouse. The only exception is if a person is married within this period. The person may satisfy the threshold based on joint income for the years during which the person was married and based on individual income for the other years.

In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:

1)Any trust with total assets more than $5 million, not formed to specifically purchase the subject securities, and whose purchase is directed by a sophisticated person, OR

2)Certain entity with total investments more than $5 million, not formed to specifically purchase the subject securities, OR

3)Any entity in which all the equity owners are accredited investors.

In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.

There are several options for types of entities/accounts you can use when investing in our funds. You can invest as an Individual, Jointly, through an LLC (Limited Liability Company), Corporation, Partnership, Retirement Plan/401K, or a Trust.

If you have an existing IRA, or a 401K from a previous employer, it is likely that you will be able to self-direct all or a portion of it into our investment vehicles. Check with your current custodian to see if they will allow you to self-direct your retirement account. If the answer is yes, please contact a member of our investor relations team by email support@jiginvestmentgroup.com, call or text us at (412) 528 6556 and we will introduce you to one of the custodians that we work with that will allow you to invest in alternative assets using your retirement funds.

That depends on which vehicle you decide to invest in. If you invest in our new accredited fund, you will receive a Form K-1. A Form K-1 is a tax form used by partnerships to provide investors with detailed information on their share of a partnership’s taxable income. Our goal is to finalize all Form K-1s annually by March 31st, however, we do rely on outside reporting and may require additional time to furnish the forms in a way that is to the investor’s best advantage. Accordingly, you may be required to obtain one or more extensions for filing federal, state and local tax returns, but that is not our intention.If you invest in our new non-accredited vehicle, you will receive a Form 1099-DIV. A Form 1099-DIV is a tax form that records income earned from entities or persons other than your employer. For our non-accredited vehicle, it will record the amount of distributions you receive and whether those distributions are income or a return of capital. We will provide you with a Form 1099-DIV by January 31st each year.

You can invest in our accredited fund if you live in another country. Depending on how you structure your investment, different documents may be required. We have many international investors in our Cardone Equity Funds. For our non-accredited vehicle, only U.S. Persons can invest, meaning a U.S. citizen or resident, U.S. partnership, corporation or entity, or U.S. estate or trust.

Our investment vehicles generally span 1-10 years, but flexibility is key. We retain discretion to adjust the term based on market dynamics. This approach allows us to optimize real estate value, avoiding forced sales in unfavorable markets and seizing opportunities during favorable ones. While we offer short-term options, our focus leans toward long-term investments, enhancing potential returns through property appreciation driven by inflation and rising rents.

For further details or specific inquiries, reach out to us.

Our fee structure aligns with industry standards for private real estate management, and we take pride in maintaining competitive rates. Presently, our fees encompass a 2% asset management fee calculated on the total equity raised, a 1% transaction fee based on the value of property acquisitions and dispositions, and a 20-30% management promote tied to distributable cash flow.

As our portfolio expands, additional resources may be required, leading to potential property management and financing fees. It's important to note that our fee structure, which includes ongoing management and upfront transaction fees, supports the operational vitality of Jacobs Investment Group. The management promote serves as a performance-driven incentive, directly correlating with the investment's success. This mutual alignment of interests ensures that fluctuations in property cash flow impact our management promote, reinforcing our commitment to shared success.

Notably, we refrain from charging miscellaneous fees, such as processing and storage charges for your investment information. Furthermore, we don't impose fees or commissions for intermediary services, fostering a transparent and direct investment process. Construction management fees, ranging from 5-7%, may apply in specific cases, while our short-term investments currently incur no fees.

For detailed insights into our fee structure or specific investment scenarios, reach out to us.

That depends on the vehicle you decide to invest in. For our accredited vehicle, we intend to pay distributions monthly but may change the frequency at our sole discretion during the term of the fund. For our non-accredited vehicle, we intend to pay distributions at least annually and our target is quarterly.

Regardless of the vehicle, the change in distribution frequency can depend on many factors such as the property’s cash flow level or needed capital expenditures. Sometimes the cash flow of the property may not support a distribution. Additionally, our funds may investment in a property with the plan of not paying any near-term distributions while we undertake a capital and repositioning program.

Our fee structure is typical for private real estate managers, and we believe our fees are lower than many other managers. We currently charge a 1% asset management fee based on the total equity raised, a 1% transaction fee based on the value of properties we acquire and dispose of, and a 20% management promote based on the distributable cash flow. As our portfolio grows, we will need to add significant resources to keep pace, and we may charge property management and financing fees to help cover the costs. Essentially, our ongoing management fees along with upfront transaction fees pay the monthly bills at Cardone Capital, and our management promote rewards us for the performance of the investment. Keep in mind that if the property’s cash flow goes up or down, so does our management promote. This aligns our economic interests.

We do not charge miscellaneous fees, such as fees for processing and storing your investment information. We also do not ask you to pay fees or commissions to middlemen or stockbrokers to invest in our funds.

All investments, including those in Jacobs Investment Group and its affiliated companies, carry inherent risk. While we aspire to achieve targeted returns, we cannot guarantee specific outcomes. Numerous factors influencing investment performance are beyond our direct control.

It's imperative to acknowledge that investing entails risk and may lead to a partial or total loss of the invested capital. Prospective investors are urged to diligently assess investment objectives, risks, charges, and expenses. Consulting with a tax or legal adviser before making investment decisions is strongly recommended.

In the realm of private real estate, we contend that the risk profile is comparatively lower than many alternative investments. Private real estate has historically demonstrated less volatility than the stock market, with properties tending to appreciate over time due to inflation-driven rent increases. Our commitment to thorough research and due diligence further reinforces our belief that the risks associated with our investments are prudently balanced against targeted returns.

For a comprehensive understanding of our risk mitigation strategies and investment philosophy, contact us.