CarbonInvestor Portal

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Questions about accreditation, current offerings, or the Carbon platform. Reach our investor relations team or jump straight into the portal.

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INVESTOR FAQ

Common Questions From LPs

Eight questions we answer most often. Anything not covered here, schedule a call with our investor relations team.

What is the minimum investment?

Minimum investments typically range from $50,000 to $100,000 per offering. Specific minimums are disclosed in each Private Placement Memorandum and may vary by deal structure.

Do I need to be an accredited investor?

Yes. Our offerings are available only to accredited investors under SEC Regulation D. The InvestNext portal verifies accreditation as part of account setup.

What returns can I expect?

We target cash-on-cash yields and equity multiples designed to outperform passive alternatives. Specific projections are shared in deal-specific PPMs and depend on the property, hold period, and capital structure. Past performance does not guarantee future results.

How are distributions paid?

Quarterly cash distributions for stabilized properties. Return of equity typically occurs at refinance (18 to 48 months from acquisition, depending on the deal) or at disposition.

How does vertical integration benefit me as an LP?

Carbon owns its property management company. That means faster execution on value-add plans, real-time operational data flowing into investor reporting, and no vendor to blame when a business plan slips. The team underwriting the deal is the same team operating it.

What is the tax treatment?

Investors benefit from accelerated depreciation via cost-segregation studies in year one. The resulting paper losses can offset passive income from other sources. We recommend consulting your tax advisor for guidance specific to your situation.

How do I track my investment?

Every investor receives access to the InvestNext portal at carbon.investnext.com. Inside, you can view deal documents, K-1s, distribution records, portfolio performance, and quarterly updates.

How do I get started?

Create an account at carbon.investnext.com to verify accreditation. Once approved, you'll see current offerings and can review PPMs, subscription documents, and historical performance for prior closed deals.

Send Us a Message

Tell us a bit about you and what you're looking for. We typically reply within one business day.

By submitting this form, you agree to be contacted about Carbon investment opportunities. We never share your information with third parties. Investments are available only to verified accredited investors under SEC Regulation D.

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