Your Trusted Partners

🟡 Our Mission / Value Proposition

Thomas Acquisition Group LLC – Business Model Canvas

1. Key Partners

• Limited Partners (LPs) – High-net-worth individuals, SDIRA/401k investors

• Private Credit Lenders – Bridge, and asset-based lenders

• Real Estate Brokers – Provide access to off-market and value-add deals

• Legal Advisors – For PPM, Subscription Agreements, Operating Agreements

• Property Managers – For on-site management post-acquisition

• IRA Custodians – To onboard retirement capital investments

• CPAs and Underwriters – For due diligence and financial oversight

2. Key Activities

• Forming SPVs for each acquisition (LLC or LP structures)

• Raising capital through 506(c) offerings

• Deal sourcing and underwriting (multi-family and commercial real estate)

• Managing investor relations and compliance

• Structuring and managing acquisition financing

• Executing renovation and value-add plans

• Refinancing or selling properties for investor returns

• Distributing profits and maintaining financial records

3. Value Propositions

• High-yield passive investment opportunities (8% preferred return + 50% profit share)

• Transparent and structured investment vehicles (SPVs)

• Access to institutional-quality real estate with low investor friction

• Retirement account-friendly structure (accepts SDIRA/401k rollovers)

• Diversification across multiple SPVs and real estate types

• Active deal management by an experienced sponsor (TAG)

4. Customer Relationships

• High-touch investor onboarding and education

• Consistent performance updates and quarterly reporting

• Transparent communication of risks and performance

• Investor portal access for documents and updates

• Long-term relationship building across multiple SPVs

5. Customer Segments

• Accredited investors seeking passive real estate income

• IRA and 401(k) account holders seeking SDIRA investments

• Physicians, executives, professionals with limited time

• Financial advisors and wealth managers with investor clients

• Investors seeking inflation-resistant, income-producing assets

6. Key Resources

• Thomas Acquisition Group GP entity and management team

• Investor list and CRM platform

• Legal templates (PPM, Subscription, Operating Agreement)

• Financial modeling and underwriting tools

• Lender relationships

• Marketing materials and investor decks

7. Channels

• Direct outreach to investor network (email, webinars, referrals)

• LinkedIn, podcast guesting, real estate summits

• Partnerships with IRA custodians and financial advisors

• Investor portals and CRM

• Website funnel for new deal registration and accreditation verification

8. Cost Structure

• Legal setup and filing fees for each SPV (Form D, PPM, etc.)

• Marketing and investor acquisition costs

• Property due diligence and travel

• Bridge loan interest and origination fees

• Asset management and property management fees

• Admin, software, and reporting costs

9. Revenue Streams

• 4% Acquisition Fee (per deal)

• 50% of profits after 8% preferred return to LPs

• Refinance proceeds and capital returns

• Asset management fees (2%)

• Exit proceeds from asset sales

At Thomas Acquisition Group, we craft intelligent acquisition structures that provide investors predictable passive income, protection, and enduring peace of mind — without uncertainty.

🟠 How It Works

Simple. Secure. Seller-Friendly.

3-Step Process:

1. Consultation

   • Tailored discovery to understand your investment goals.

2. Document Review

   • We provide our PPM, Operating Agreement, Investor Questionnaire (accreditation/suitability), Disclosures, Subscription Docs for your review.

3. Investor Accreditation verification

   • W-2s, 1099s, or tax returns (for income >$200k/year)

   • Bank statements, brokerage statements (for net worth >$1M excluding primary residence)

   • Credit reports (to show liabilities)

4. Investment Funding

   1. Subscription Agreement and Funding – Sign and return Subscription agreement (Legal agreement for LPs to subscribe to the SPV) with their minimum investment and accredited investor attestation.

🟤 Key Definitions

Operating Agreement – Defines the governance, management responsibilities, profit structure, and rights of TAG (as GP) and the LPs in each SPV.

• Private Placement Memorandum (PPM) – Discloses investment terms, risks, returns, structure, and qualifications to potential LP investors.

• Subscription Agreement – Legal agreement for LPs to subscribe to the SPV with their minimum investment and accredited investor attestation.

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Trusted by Investors

Proven Success