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.

Check Out Our Latest Blog

sdria

Convertir tu 401(k) en un SDIRA: Un Movimiento de Inversión Inteligente para tu Jubilación

February 15, 20263 min read

Si eres un estadounidense promedio, es probable que tu 401(k) represente una parte importante de tu fondo para la jubilación. Pero, ¿sabías que hay una manera de desbloquear nuevas oportunidades de inversión y ventajas fiscales?

Hoy, profundizaremos en la elección inteligente de transformar tu 401(k) o IRA en una Cuenta de Jubilación Individual Autodirigida (SDIRA) y cómo empezar.

Diversifica tus Inversiones: Al convertirte en un SDIRA, puedes expandir tus horizontes de inversión mucho más allá de los límites de los planes tradicionales de 401(k) o IRA. Bienes raíces, metales preciosos, capital privado: estos son solo algunos ejemplos de lo que tienes a tu alcance. Esta diversificación puede llevarte a rendimientos potencialmente más altos.

Toma el Control: Con un SDIRA, tomas las riendas de tus inversiones, a diferencia de las opciones limitadas de un 401(k) o IRA. Tienes el poder de decidir a dónde va tu dinero, guiado por tu propia investigación y diligencia debida.

Beneficios Fiscales: Los SDIRA vienen con atractivas ventajas fiscales. Podrías diferir los impuestos sobre las ganancias de inversión hasta la jubilación e incluso disfrutar de deducciones fiscales por ciertas inversiones, como los bienes raíces.

Asegura tu Futuro: Los SDIRA ofrecen un escudo contra los acreedores, brindando tranquilidad para tus ahorros de jubilación, algo que no siempre está garantizado por los planes de 401(k) o IRA.

Conversión Simplificada: El proceso es directo. Primero, abre una cuenta SDIRA con un proveedor de confianza. Luego, inicia la transferencia de tu 401(k) o IRA a esta cuenta. Puede que sea necesario liquidar algunas de tus inversiones existentes.

Invertir en una Sindicación usando tu 401(k) o IRA:

Abre un IRA autodirigido: Comienza creando un IRA autodirigido con un custodio con experiencia en inversiones alternativas. Los fondos de tu IRA o 401(k) existente deben ser transferidos a esta nueva cuenta.

Identifica una sindicación multifamiliar: Una vez que tu IRA autodirigido esté financiado, puedes comenzar a buscar una oportunidad de sindicación multifamiliar. Recuerda realizar una diligencia debida exhaustiva sobre el patrocinador y la propiedad.

Instruye a tu custodio: Dirige a tu custodio para que realice la inversión en tu nombre una vez que hayas elegido una sindicación. Ellos se encargarán de todo el papeleo para asegurar el cumplimiento con el IRS.

Disfruta de las ventajas fiscales: Cualquier ingreso generado por la inversión será diferido de impuestos o libre de impuestos, dependiendo del tipo de IRA autodirigido que tengas. Esta estrategia puede optimizar tus rendimientos mientras minimizas las obligaciones fiscales.

En conclusión, convertir tu 401(k) en un SDIRA puede ser una inversión inteligente para tu jubilación. Ofrece un panorama de inversión más amplio, mayor control, ventajas fiscales y una red de seguridad para tus ahorros. Si te interesa esta oportunidad, realiza una investigación exhaustiva y asóciate con un proveedor de SDIRA de confianza para una conversión exitosa y sin contratiempos.

¿Estás listo para dar el siguiente paso hacia un futuro de jubilación más brillante? Explora el potencial de un IRA autodirigido hoy y desbloquea nuevas oportunidades para tu seguridad financiera y crecimiento. ¡Tu viaje hacia la jubilación comienza ahora!

¡Felices inversiones, amigos!

Estas oportunidades no duran mucho tiempo. Únete a estas oportunidades para diversificar tus ingresos.

🚀 CONECTEMOS🚀

sdria

Invierte con nosotros

🚀 ENLACE🚀


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