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Elevate MoneyUNVERIFIED PLATFORM
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Snapshot
Open to US Investors
Real Estate
+109.60%
8+ Employees
Experienced across real estate, hedge funds & fintech
8%-10%
Target Return
Returns come from rental income and capital appreciation
Medium
Liquidity
You may request to sell your shares back to Elevate
8+ Employees
Experienced across real estate, hedge funds & fintech
How You Earn
Growth + Income
Invest From
$100
Invest in
Real Estate
8+ Employees
Experienced across real estate, hedge funds & fintech
Open to US Investors
Top Perks of Investing in Real Estate
Real Estate Investment Trusts (REITs) have outperformed stock indexes over the last 20-50 years.
The value of real estate owned by private REITs is over $1 trillion.
REITs are a pass-through tax entity, meaning that their dividends can be partially or totally “sheltered” from taxation.
REITs generally pay higher dividends—4% to 8%—compared to normal stocks.
Elevate Money's FOHF Fund combines the benefits of traditional REITs with innovative, sustainable solutions like Boxabl Casitas to address housing affordability.
Can I trust Elevate Money?
Elevate Money includes alums of real estate investment companies such as RichUncles.com, Acorns, and ROCA LLC. They have raised $4 million from angel investors.
1,800
# of Users
$4M
Amount Raised
2
Offerings
# of Users
1,800
Amount Raised
$4M
Offerings
2
1,800
# of Users
$4M
Amount Raised
2
Offerings
Overview
The U.S. commercial real estate market is worth $16 trillion, making it a significant value-center. However, it has been historically inaccessible to common investors due to the required large upfront investment. Elevate Money is changing that by offering a platform for users to invest in professionally managed REITs starting at just $100.
Elevate’s REIT portfolio consists of properties leased to recession-proof businesses like dollar stores, gas stations, and fast-food restaurants, such as Family Dollar, Shell, and Taco Bell.
Elevate Money partnered with Boxabl to create a fund that supports affordable housing initiatives, making it an attractive investment avenue.
By investing in Elevate’s REIT gets you:
• Strong corporate credit backing the lease
• Predictable and stable monthly rental income
• Low correlation to the stock market because it’s private
The cherry on top? Elevate Money pays its investors a 6.5% APY every month from the rental income, making it an appealing option for those seeking regular returns.
High Income
6.5% APY
Low Correlation
0.25 correlation to the S&P 500
Equity
Fractional ownership of commercial properties
Elevate Money Pros & Cons
The Good
Elevate owns and operates the properties offered on the platform, meaning its interests are more aligned with customers.
Benefit from the consistent cash flow and growth of commercial real estate—9.5% on average.
Elevate has paid an annual dividend of 6.5% since September 2021, above average for REITs.
Invest from as low as $100.
The Not-So-Good
Elevate has a complicated fee structure, charging acquisition (3%) and annual management (1%) and performance fees.
Users cannot sell their REIT shares whenever they want and must contact Elevate to do so.
Elevate Track Record
2
Deals Funded
A Family Dollar & Shell Gas Station
6.5%
APY
Paid out since 2021
$4M
AUM
Across 2 properties & 1.8k users
Real Estate Returns Calculator
Calculate how much you can earn by investing in Real Estate. Results vary based on the investment amount, term, and other conditions.
Invested
$7,000
Projected Fees
$275.3
Projected return
$1,763.97
Value after fees
$8,763.97
How it Works
Here’s how Elevate helps users invest in recession-proof real estate:
Here’s how Elevate helps users invest in recession-proof real estate:
1
Sign up on Elevate Money
You’ll need an email and U.S. phone number to register. Then, you’ll verify your identity.
2
Deposit funds to get started
You can do a one-time deposit of funds or recurring deposits. Invest from $100.
3
Your funds will be allocated into properties
Elevate will automatically put your money to work in vetted commercial properties on its platform. These platforms are also managed in-house, rather than being outsourced to third-parties.
4
Earn monthly dividends
The company pays 6.5% APY every month from the rental income generated by its properties.
UNVERIFIED PLATFORM
Press Coverage
How You
Make Money
Elevate Money has consistently paid a 6.5% APY every month to shareholders of its REIT. It also allows shareholders to benefit from the upside of the properties, if and when the properties are reappraised.
If you’re looking to exit your Elevate investment, you can request to sell your shares back to Elevate at any time. Elevate Money will repurchase shares at their current value minus a 1% fee for shares owned for less than a year, subject to approval from their REIT's Board of Directors. For shares held longer than 1 year, there is no exit fee.
Dividends
6.5% APY paid out monthly
Primary Sale
Elevate can sell properties at its discretion
Secondary Sale
Sell shares back to Elevate
How Elevate Money
Makes Money
When Elevate’s REIT buys a property, the company (through its affiliate) earns an acquisition fee of 3% and an annual asset management fee of 1% of the property value.
Additionally, Elevate's affiliate earns a 15% commission when the REIT returns over 6%—aligning the company's interests with those of its shareholders.
3%
Acquisition Fee
When the REIT purchases a property.
1%
Fee Per Year
Based on the property value.
15%
Profit Share
On REIT returns above 6%
How You’re Taxed
Elevate Money’s properties are owned in the structure of a real estate investment trust (REIT). A REIT is a pass-through tax entity, where tax shelter benefits like depreciation are “passed through” from the REIT to the REIT shareholder investors (you).
This means that the dividends investors receive from Elevate’s REIT can be partially or totally “sheltered” from taxation, depending on their share of the depreciation deductions and other and other REIT expense tax write-offs.
Another benefit of REIT ownership is that the tax information you receive is in a simple one-page 1099 form. No messy K-1’s or other complicated tax return information reporting.
Down the road, if you elect to submit your REIT shares for repurchase, the amount you receive could result in a capital gains taxable event. Usually, capital gains tax rates are lower than ordinary income tax rates.
Your tax advisor or accountant would be able to provide more exact details, based upon your unique circumstances.
10-37%
Income Tax
Most REIT dividends are taxed at ordinary income tax rates
0-20%
Capital Gains
The sale of Elevate property incurs long-term capital gains tax.
Meet the Team
Elevate Money’s 8-person team is experienced across real estate, hedge funds & fintech.
Harold Hofer, CEO of Elevate Money, is a real estate crowdfunding pioneer—having co-founded one of the first platforms of its kind in 2012. His leadership has seen the company purchase half a billion dollars worth of real estate.
Additionally, Elevate Money’s Chief Investment Officer David Perduk was formerly an executive at real estate giant CBRE.
Recent Activity
Who’s Investing In Real Estate?
Elevate Money
User Requirements
US resident
Non-accredited & Accredited investors
Over 18 years of age
US resident
Non-accredited & Accredited investors
Over 18 years of age
Reviews
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Excellent
D McBiccus
Very easy to set up and great design. I'm paid dividends every month (which I reinvest). Great experience
FAQs
Elevate Money is a platform that lets investors become part-owners of high-quality, investment-grade commercial real estate.
Elevate Money’s team has decades of experience in the real estate investment industry, as well as with online real estate investing. The company’s leadership includes team members from RichUncles.com, an online commercial real estate investment trust (REIT.)
Users can open an account on Elevate Money, verify their identity, and then deposit funds to automatically invest into high-quality, investment-grade commercial real estate. Elevate handles the sourcing, and management of the properties in-house.
Elevate Money has announced a new partnership with Boxabl, giving them the first right to purchase at least 10% of Boxabl's monthly Casitas production. This partnership will lead to the creation of the Future of Housing Fund (FOHF), which is expected to accept investors upon SEC qualification in summer 2023. By developing affordable housing communities using Boxabl Casitas, FOHF aims to bring investment capital and innovation to the affordable housing sector. Boxabl's mission is to manufacture and deliver homes systematically using its patented production process, addressing the growing housing affordability crisis in the United States.