Also called cash-on-cash return, ROI measures the income generated by each dollar invested in a property.
IRR is an annualized metric that calculates both cash flow and capital return over the investment period.
It reflects the average return across completed projects—those that have run from construction through operation and sale.
A real estate syndicate is a group of investors pooling resources to acquire larger assets that may be too complex or expensive to buy individually. Typically, 25–30% of capital comes from the sponsor and passive investors, with 70–75% from a lender or bank.
An accredited investor meets SEC criteria for income and net worth. Such investors can participate in unregistered offerings.
To qualify:
Combined annual income of at least US$ 500,000 for the past two years, with the expectation to maintain or increase it this year.
Net worth exceeding US$ 1 million, excluding your primary residence.
Self-directed IRA: Clients may transfer part of their retirement funds to a self-directed IRA to invest in real estate. We can connect you with IRA custodians.
Traditional cash investment: Post-tax investments allow full use of real estate depreciation tax benefits—without the need to become a landlord.
1031 Exchange: We accept 1031 exchanges in our projects. Minimum equity for the program is US$ 1 million.
Capital gains/opportunity zone: For clients with capital gains from stock, business, or real estate sales, we offer investments in qualified Opportunity Zone projects, allowing deferred taxes and potential tax-free gains on our offerings.
Our hold periods vary—typically 3–5 years, and in some cases up to 10 years, defined as the time from acquisition to asset sale and investor distributions.
Davila Finance initiates consistent communication and transparency. Investors receive:
Monthly construction updates by email
Quarterly asset management reports once properties are operational
Semi-annual investment portfolio review meetings (in-person or virtual)
Access to a secure portal with investment returns, subscription agreements, tax documents, and distribution history
For active distributions, we send quarterly ACH payments alongside our asset management team’s quarterly letter.
Absolutely! Our investment advisors will work with you to build a personalized portfolio aligned with your goals and needs. Contact us to schedule a no-obligation introductory meeting.
