Thomas Acquisition Group — FAQ
📘 Frequently Asked Questions (FAQ)
Q1: What is Thomas Acquisition Group (TAG)?
A: TAG is a private equity real estate investment firm that acts as the General Partner (GP) by creating, coordinating, and managing Special Purpose Vehicles (SPVs) to acquire high-performing multi-family and commercial real estate assets.
Q2: What is TAG’s investment strategy?
A: TAG creates individual SPVs for each acquisition, funded by Limited Partners (LPs) and private credit. The strategy includes value-add opportunities, short-term bridge financing, and long-term refinancing to generate stable cash flow and equity growth.
🔶 Investment Overview
Q3: What are SPVs, and why does TAG use them?
A: A Special Purpose Vehicle (SPV) is a separate legal entity formed for a single investment. It isolates risk, enhances transparency, and aligns LP interests with each property acquisition and exit.
Q4: What is the minimum investment?
A: The minimum investment per SPV is $50,000. Funds can be contributed through cash, rollover, or self-directed IRA/401(k).
Q5: What are the expected returns?
A: LPs receive an 8% preferred annual return, and profits beyond that are typically split 50/50 between LPs and TAG (GP), after return of capital.
🔶 Investor Qualifications
Q6: Who can invest with TAG?
A: Only accredited investors may participate (per SEC Regulation D Rule 506(c)). You qualify if you meet one of the following:
Income of $200,000+ (or $300,000 with spouse) over the past 2 years
Net worth of $1 million+, excluding your primary residence
Q7: Can I invest using my retirement account?
A: Yes. TAG accepts funds via Self-Directed IRAs (SDIRAs), solo 401(k)s, and rollovers, in addition to traditional cash investments.
🔶 How It Works
Q8: What is the investment process?
A:
Consultation: We understand your goals and explain the opportunity.
Document Review: We share the PPM, Operating Agreement, Subscription Docs, and disclosures.
Accreditation & Funding: You submit required documentation, sign the Subscription Agreement, and fund your investment.
Q9: What documents are involved in an investment?
A:
Private Placement Memorandum (PPM): Describes risks, terms, and structure.
Operating Agreement: Governs how the SPV is managed and how profits are shared.
Subscription Agreement: Legal contract to subscribe to the SPV and commit capital.
🔶 Risk, Transparency, and Compliance
Q10: What risks are involved in investing?
A: As with any real estate investment, risks include market fluctuations, operational inefficiencies, financing challenges, and economic shifts. These are detailed in the PPM.
Q11: How does TAG protect investor capital?
A: We:
Prioritize deals with strong fundamentals and cash flow
Use secured, asset-based bridge loans
Target refinance or exit within 1–3 years
Structure SPVs to limit liability exposure
Offer transparency and regular reporting
🔶 Profit and Exit Strategy
Q12: How and when do investors get paid?
A: LPs receive quarterly distributions (if applicable), with preferred returns prioritized. Upon refinancing or sale, investors receive their capital and profit share.
Q13: What is the typical holding period for an investment?
A: Each deal typically holds for 1–3 years, depending on the value-add strategy, market conditions, and refinancing timeline.
Q14: What happens at the end of a project?
A: After refinancing or sale:
Capital is returned to LPs
Remaining profits are split (typically 50/50)
TAG may offer rollover opportunities into new SPVs
🔶 Operations & Support
Q15: Who manages the property after acquisition?
A: TAG partners with professional third-party property managers to handle day-to-day operations while overseeing the strategic execution as GP.
Q16: Will I receive updates on my investment?
A: Absolutely. TAG provides quarterly performance reports, financials, and operational updates through our investor portal.
Q17: How can I get started?
A: Click [Get Started] or [Schedule a Consultation] on our website. A TAG representative will guide you through the onboarding and accreditation process.
🔶 Why Choose TAG?
Q18: Why do investors trust Thomas Acquisition Group?
A:
✅ Predictable returns: 8% preferred + 50/50 split
✅ Secure, transparent SPV structure
✅ Passive income with professional management
✅ Tax-advantaged — SDIRA & 401(k)-friendly
✅ High-integrity team with private equity precision
✅ Regular reporting and communication
