Somlar Capital Partners is a privately held company in St, Louis, Mo founded by Stuart Somlar. We create invaluable opportunities within the commercial multifamily industry that grows our shareholders’ returns while consistently adding value.
We are built on the foundation of being accountable for the creation of strategic win-win deal structures that aid investors achieve our predetermined return percentages, and position properties to be shining beacons in their respective communities.
We are dedicated to developing long-term relationships with commercial brokers, lenders, securities attorneys, syndicators, an accountant, and equity firms. Doing this is vital to the financial stability of our operation. Commercial real estate is a team sport each partnership fostered is one that pushes us close to $1 Billion AUM inside of 10 years
As an investor you have countless options to place capital, so why Somlar Capital Partners? other than diversification? A thought that comes to mind is, what separates one firm from another? “I very much believe the leadership behind it. Investing in real estate is can be very logical and many people do it, what really separates one fund’s performance?
Behind it are the guiding principles, culture, skills, and cumulative life experiences of the leadership team driving the firm. How leadership approaches investing, can be below average, average, or above average.
Either you are in alignment with the leadership team investing principles and thoughts or you are not and either is ok” Somlar Capital Partners would like to demonstrate to you how we are above average when it comes to investing and expect above-average results.
To learn more I encourage you to schedule a call below.
Real estate is less volatile and has historically outperformed the S&P 500.
Tenants pay monthly rent which covers expenses and provides cash flow to the owners.
Property cash flow services the debt which increases your equity, creating long-term wealth.
Depreciation is a free tax write-off that allows you to keep more cash flow in your pocket.
Real estate typically appreciates in value faster than inflation.
Real estate typically appreciates in value faster than inflation.
Director of Operations | Partner
If you have any questions, please email us at stuart@somlarcapital.com or call us at 1-314-222-0088.
There are several options for types of entities/accounts you can use when investing in our funds. You can invest as an Individual, Jointly, through an LLC (Limited Liability Company), Corporation, Partnership, Retirement Plan/401K, or a Trust.
For stabilized, income-producing property investments, we target low- to mid-teens equity returns on an annualized basis over the entire life of the investment. We may target equity returns that are higher or lower depending on the type of investment and amount of leverage utilized. For example, if we invest in a property that requires significant repositioning through capital and marketing investments, we may forego near-term distributions to achieve a higher gain on the sale of the property in the longer term. We target higher equity returns for these types of investments as they involve more risk.
Our targeted returns are just that, targets. Investment involves risk and our actual returns may be higher or lower and may include a partial or total loss of your investment.
An accredited investor, in the context of a natural person, includes anyone who:
On the income test, the person must satisfy the thresholds for the prior two years consistently either alone or with a spouse, and cannot, for example, satisfy one year based on individual income and the next two years based on joint income with a spouse. The only exception is if a person is married within this period. The person may satisfy the threshold based on joint income for the years during which the person was married and based on individual income for the other years.
In addition, entities such as banks, partnerships, corporations, nonprofits and trusts may be accredited investors. Of the entities that would be considered accredited investors and depending on your circumstances, the following may be relevant to you:
In this context, a sophisticated person means the person must have, or the company or private fund offering the securities reasonably believes that this person has, sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment.
That depends on which vehicle you decide to invest in. If you invest in our new accredited fund, you will receive a Form K-1. A Form K-1 is a tax form used by partnerships to provide investors with detailed information on their share of a partnership’s taxable income. Our goal is to finalize all Form K-1s annually by March 31st, however, we do rely on outside reporting and may require additional time to furnish the forms in a way that is to the investor’s best advantage. Accordingly, you may be required to obtain one or more extensions for filing federal, state and local tax returns, but that is not our intention.
If you invest in our new non-accredited vehicle, you will receive a Form 1099-DIV. A Form 1099-DIV is a tax form that records income earned from entities or persons other than your employer. For our non-accredited vehicle, it will record the amount of distributions you receive and whether those distributions are income or a return of capital. We will provide you with a Form 1099-DIV by January 31st each year.
