English
The Up Plex Mission
Elevating others by providing wealth-building, passive investment opportunities through real estate.
It’s a known fact that owning real estate can be one of the best passive investment vehicles for you. More specifically, apartment buildings and commercial real estate. However, it also comes with an incredible amount of complexities in trying to acquire such assets and we’ve found that to be the reason most beginner investors shy away from pursuing.
So we set out to make it more attainable for investors to invest in these incredible wealth-building assets with confidence. As a limited partner, you get to leverage our time, network, and decades of experience to create peace of mind with every investment you make with us. We do our best to mitigate as much risk as possible. So much so that we won’t offer an opportunity that we aren’t investing in ourselves.
The Up Plex Mission
Elevating others by providing wealth-building, passive investment opportunities through real estate.
It’s a known fact that owning real estate can be one of the best passive investment vehicles for you. More specifically, apartment buildings and commercial real estate. However, it also comes with an incredible amount of complexities in trying to acquire such assets and we’ve found that to be the reason most beginner investors shy away from pursuing.
So we set out to make it more attainable for investors to invest in these incredible wealth-building assets with confidence. As a limited partner, you get to leverage our time, network, and decades of experience to create peace of mind with every investment you make with us. We do our best to mitigate as much risk as possible. So much so that we won’t offer an opportunity that we aren’t investing in ourselves.
Chris Linger
Principal
Chris Linger has an MBA, twenty seven years of active duty Navy services (ret), now full-time apartment syndicator (underwriter and asset management). Mentor to hundreds of aspiring investors.
Maricela Soberanes
Principal
Maricela has been investing in Real Estate since 2006 in Austin TX. She successfully grew a personal rental portfolio before becoming a full-time syndicator. She’s a Navy veteran, self-published author, and a medical missionary to third world countries.
Chris Linger
Principal
Chris Linger has an MBA, twenty seven years of active duty Navy services (ret), now full-time apartment syndicator (underwriter and asset management). Mentor to hundreds of aspiring investors.
Maricela Soberanes
Principal
Maricela has been investing in Real Estate since 2006 in Austin TX. She successfully grew a personal rental portfolio before becoming a full-time syndicator. She’s a Navy veteran, self-published author, and a medical missionary to third world countries.
Our Success Formula
Underwriting & Negotiating
Detailed underwriting determines the amount of negotiating that can be done with a seller on price and terms. Our experience allows us to properly analyze an asset and mitigate as much risk as possible for our investors.
Contract Review / Due Diligence
We have established the best legal and due diligence teams for our syndications. This allows us to simultaneously expedite two incredibly time-consuming tasks that most beginning investors struggle with.
Closing & Reassessment
There is more to closing than just signing on the dotted line and handing over the keys. There is an equal amount of critical work that needs to be completed soon after to ensure the success of a syndication.
Enacting Business Plan / CapEx
We identify and prioritize the necessary projects and execute them based on funding and critical need. Simultaneously, our expert CapEx team gets to work by coordinating with asset and property managers to assist in stabilizing the property.
Stabilization / Refinance
This process usually takes just over 2 years (depending on the market) and involves everything from completing CapEx, to ensuring organic fair market rent growth, to managing tenant turnover, all while working to decrease expenses.
Sale/Disposition
When it comes time to sell, we prepare the property to show as cost-effectively as possible. Once sold, we ensure that we properly close out business transactions and 3 months after the sale, we deliver all sales proceeds (return of capital) to our investors.
Our Success Formula
Underwriting & Negotiating
Detailed underwriting determines the amount of negotiating that can be done with a seller on price and terms. Our experience allows us to properly analyze an asset and mitigate as much risk as possible for our investors.
Contract Review / Due Diligence
We have established the best legal and due diligence teams for our syndications. This allows us to simultaneously expedite two incredibly time-consuming tasks that most beginning investors struggle with.
Closing & Reassessment
There is more to closing than just signing on the dotted line and handing over the keys. There is an equal amount of critical work that needs to be completed soon after to ensure the success of a syndication.
Enacting Business Plan / CapEx
We identify and prioritize the necessary projects and execute them based on funding and critical need. Simultaneously, our expert CapEx team gets to work by coordinating with asset and property managers to assist in stabilizing the property.
Stabilization / Refinance
This process usually takes just over 2 years (depending on the market) and involves everything from completing CapEx, to ensuring organic fair market rent growth, to managing tenant turnover, all while working to decrease expenses.
Sale/Disposition
When it comes time to sell, we prepare the property to show as cost-effectively as possible. Once sold, we ensure that we properly close out business transactions and 3 months after the sale, we deliver all sales proceeds (return of capital) to our investors.
The Numbers
Don't Lie
$300M
PORTFOLIO
UNDER MANAGEMENT
3000+
DOORS
2006
INVESTING SINCE
4
INVESTED IN MARKETS
(TX, TN, KY, NC)
The Numbers Don't Lie
$300M
PORTFOLIO
UNDER MANAGEMENT
3000+
DOORS
2006
INVESTING SINCE
4
INVESTED IN MARKETS
(TX, TN, KY, NC)
Check Out Our Latest Blog
Three Ways to Save Money on Taxes Through Multifamily Investing
Hey there! If you're not exactly thrilled about the idea of handing over a big chunk of your hard-earned money to the taxman, you're in the right place. We've got some savvy strategies that can help ease the burden and keep more cash in your pocket.
First off, let's talk about how multifamily properties can be your ticket to tax-saving. One sweet perk is bonus or accelerated depreciation. Basically, it means you can write off a hefty portion of your property's cost in the year you buy it. Imagine snagging a $40,000 tax deduction on a $50,000 investment – that's the kind of magic this strategy can work for you. Sure, the benefit's gradually shrinking, but it's still a major win worth exploring with your CPA.
Then there's the lower tax rate on rental income. Unlike some other types of capital you might rake in, rental income often gets taxed at a friendlier rate. So not only are you building wealth with those rental properties, but you're also scoring big on the tax front. It's like a double win for your wallet!
And let's not forget about turbocharging your wealth with tax-smart vehicles. We're talking Self Directed Roth IRAs, Solo-401Ks, and overfunded whole life insurance policies. Even better, if you roll those over into Self Directed accounts that you can use to invest in real estate. Each one comes with its own set of perks, from tax-free growth to beefed-up retirement savings. Just make sure you're chatting with a certified pro to get the most bang for your buck.
Bottom line: if you're keen on slashing your tax bill and maximizing your returns, multifamily investments are where it's at. But hey, don't just take our word for it – talk to your accountant or CPA to make sure you're squeezing every last drop of tax-saving goodness out of these strategies.
Now that tax season's in the rearview mirror, it's time to dream big about what you'll do with all that extra dough. Spoiler alert: it's not just about making money; it's about keeping it. So let's team up and make your financial dreams a reality!
Ready to take the next step? Reach out to us today to chat about crafting a personalized investment plan that'll have you laughing all the way to the bank. Don't wait – let's start building that tax-efficient wealth empire together! And hey, if you want to dive deeper into what it means to pay zero taxes, check out this blog post HERE. Happy reading!
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Asset managers dedicated to elevating others through education in wealth-creation, and passive investing through real estate.
