La misión de Up Plex
Elevar a otros brindándoles oportunidades de inversión pasiva y generación de riqueza a través del sector inmobiliario.
Es un hecho conocido que poseer bienes raíces puede ser uno de los mejores vehículos de inversión pasiva para usted. Más específicamente, edificios de apartamentos y bienes raíces comerciales. Sin embargo, también conlleva una increíble cantidad de complejidades al intentar adquirir dichos activos y hemos descubierto que esa es la razón por la que la mayoría de los inversores principiantes se abstienen de intentarlo.
Por eso, nos propusimos hacer que sea más alcanzable para los inversores invertir en estos increíbles activos generadores de riqueza con confianza. Como socio limitado, puede aprovechar nuestro tiempo, red y décadas de experiencia para generar tranquilidad con cada inversión que realice con nosotros. Hacemos todo lo posible para mitigar la mayor cantidad de riesgos posible. Tanto es así que no ofreceremos una oportunidad en la que no estemos invirtiendo nosotros mismos.
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 tiene un MBA, veintisiete años de servicio activo en la Marina (retirado) y ahora trabaja a tiempo completo como agente de consorcio inmobiliario (suscriptor y administrador de activos). Es mentor de cientos de aspirantes a inversores.
Maricela Soberanes
Principal
Maricela ha estado invirtiendo en bienes raíces desde 2006 en Austin, Texas. Hizo crecer con éxito una cartera personal de alquiler antes de convertirse en distribuidora a tiempo completo. Es una veterana de la Marina, autora autopublicada y misionera médica en países del tercer mundo.
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.
Nuestra fórmula del éxito
Suscripción y negociación
La suscripción detallada determina el grado de negociación que se puede realizar con un vendedor sobre el precio y las condiciones. Nuestra experiencia nos permite analizar adecuadamente un activo y mitigar el mayor riesgo posible para nuestros inversores.
Revisión de contrato / diligencia debida
Hemos creado los mejores equipos legales y de due diligence para nuestras sindicaciones. Esto nos permite agilizar simultáneamente dos tareas que consumen muchísimo tiempo y con las que la mayoría de los inversores principiantes tienen dificultades.
Cierre y reevaluación
El cierre implica mucho más que simplemente firmar en la línea de puntos y entregar las llaves. Hay una cantidad igual de trabajo crítico que debe completarse poco después para garantizar el éxito de una sindicación.
Implementación del plan de negocios / CapEx
Identificamos y priorizamos los proyectos necesarios y los ejecutamos en función de la financiación y la necesidad crítica. Al mismo tiempo, nuestro equipo experto en gastos de capital se pone a trabajar en coordinación con los administradores de activos y propiedades para ayudar a estabilizar la propiedad.
Estabilización / Refinanciación
Este proceso suele tardar un poco más de 2 años (dependiendo del mercado) e implica todo, desde completar el CapEx, hasta asegurar un crecimiento orgánico y justo del alquiler en el mercado, hasta gestionar la rotación de inquilinos, todo mientras se trabaja para reducir los gastos.
Venta/Disposición
Cuando llega el momento de vender, preparamos la propiedad para mostrarla de la forma más rentable posible. Una vez vendida, nos aseguramos de cerrar adecuadamente las transacciones comerciales y, 3 meses después de la venta, entregamos todos los ingresos de la venta (retorno de capital) a nuestros inversores.
The Numbers
Don't Lie
$100M
PORTFOLIO
UNDER MANAGEMENT
2500+
DOORS
2006
INVESTING SINCE
5
INVESTED IN MARKETS
(FL, AZ, TX, PA, OH)
The Numbers Don't Lie
$100M
PORTFOLIO
UNDER MANAGEMENT
2500+
DOORS
2006
INVESTING SINCE
5
INVESTED IN MARKETS
(FL, AZ, TX, PA, OH)
Vea Nuestro Último Blog
Unlock Retirement Assets to Fund More Investments
Most investors think retirement accounts can only invest in stocks, mutual funds, and ETFs.
But many real estate investors are using retirement capital to invest in multifamily, self-storage projects, mobile home parks, and private real estate funds instead.
Self-Directed IRAs (SDIRAs) and Solo 401(k) plans may allow investors to diversify beyond Wall Street while keeping potential tax advantages.
What Is a Self-Directed IRA?
A Self-Directed IRA is a retirement account that allows investors to choose alternative investments instead of being limited to traditional brokerage products.
Instead of only investing in:
Stocks
Mutual funds
ETFs
Investors may also invest in:
Multifamily
Self-storage facilities
Mobile home parks
Private real estate funds
Private lending opportunities
The investor directs the investments while a custodian handles administration and compliance.
Why Investors Use SDIRAs
Diversification
Many investors want exposure outside of traditional stock market investments.
Alternative real estate assets may provide access to cash-flowing investments and long-term appreciation opportunities.
Potential Tax Advantages
Depending on the account structure, investment growth may be:
Tax-deferred
Tax-free
Over time, that can create significant compounding potential.
Access to Private Real Estate Deals
Traditional brokerages generally do not allow investments into private investments or real estate funds.
Self-Directed IRAs may provide access to:
Apartment
Self-storage funds
Mobile home park investments
Private real estate opportunities
What Accounts Can Be Used?
Many investors first explore self-directed investing after leaving a job or rolling over an old retirement account.
Eligible accounts may include:
401(k)s
403(b)s
Traditional IRAs
Roth IRAs
SEP IRAs
SIMPLE IRAs
In many cases, these transfers can be completed without triggering taxes through direct rollovers or trustee-to-trustee transfers.
What Is a Checkbook IRA?
Some investors use a “Checkbook IRA” structure.
In this setup:
The IRA owns an LLC
The investor manages the LLC
Investments are made directly through the LLC bank account
This can make it easier to move quickly on real estate investment opportunities like multifamily, self storage, funds and others.
Important Rules Investors Should Understand
Self-directed retirement investing comes with important IRS rules.
No Commingling of Funds
Personal and retirement funds must remain separate.
Prohibited Transactions
The IRS prohibits certain transactions involving retirement accounts and disqualified persons, including:
Self-dealing
Personal use of retirement-owned property
Improper transactions with family members
Because these rules can be complex, investors often work with qualified custodians, CPAs, and legal professionals.
What Is a Solo 401(k)?
A Solo 401(k) is commonly used by self-employed investors and business owners.
Potential benefits may include:
Higher contribution limits
Roth contribution options
Flexible investment choices
Access to alternative investments
According to the presentation, 2025 contribution limits may allow up to $70,000 in total contributions depending on eligibility and income.
What Is a Roth Conversion?
A Roth conversion allows investors to move retirement funds from a pre-tax account into a Roth account.
Some real estate investors explore Roth conversion strategies because they believe their investments may appreciate significantly over time.
For example:
Multifamily value-add projects
Self-storage developments
Mobile home park repositioning
Private real estate funds
If future growth occurs inside a Roth structure, qualified gains may potentially become tax-free.
Final Thoughts
Many investors do not realize their retirement accounts may be able to invest beyond traditional Wall Street products.
Self-Directed IRAs and Solo 401(k) plans can provide access to:
Multifamily acquisitions
Self-storage investments
Mobile home park opportunities
Private real estate funds
For passive investors looking to diversify their portfolios, retirement accounts may become another source of investment capital.
Interested in Investing With Retirement Funds?
Contact us to learn more about using retirement capital for multifamily, self-storage, mobile home park, and private real estate investments.
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Gestores de activos dedicados a ayudar a otros a través de la educación sobre creación de riqueza y la inversión pasiva a través de bienes raíces.
CARTERA DE ACTIVOS
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Our Success Formula
Deatiled breakdown
Underwriting & Negotiating
Contract Review / Due Diligence
Closing & Reassessment
Enacting Business Plan / CapEx
Stabilization / Refinance
Sale / Disposition
Underwriting & Negotiating
When you invest with UpPlex, you can be sure that the passive investor opportunities we offer are thoroughly vetted by our experienced legal and due diligence teams. The right legal team is imperative for streamlining the processes of establishing contracts, preparing SEC filings, vendor contract reviews, and more. Just as important is our due diligence team. They analyze CapEx, rent rolls, market demographics, job/population growth, lease agreements, profit and loss statements, financials, and more. Both teams require highly specialized professionals in order to help us quickly determine if an asset is worth continuing to pursue once we have it under contract. This in turn allows us to continue looking for other opportunities that we can provide to our investors
Latest News
Exploring Investment 506(c) and 506(b) Offerings: Unveiling the Path to Private Investments
Date 16 June 2023 / Comment 0
In the realm of investment opportunities, there are several ways to raise capital, each having their own rules and criteria. In the United States, two well-known choices for private investments are the 506(c) offering and the 506(b) offering. In this blog, we will explore the qualities, distinctions, and advantages of these two investment options. Therefore, […]
The Power of Diversification
Date 20 May 2023 / Comment 0
Diversification in Real Estate Assets: Real estate has long been considered a stable and lucrative investment avenue. Investors have traditionally focused on residential and commercial properties, but the world of real estate investing has expanded significantly in recent years. One strategy that has gained prominence is diversification in real estate assets. In this blog post, […]
(Español) Razones para invertir en sindicaciones de apartamentos: Flujo de caja vs Equidad vs Apreciación
Date 5 May 2023 / Comment 0
Sorry, this entry is only available in Español.
Asset managers dedicated to elevating others through education in wealth-creation, and passive investing through real estate.
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