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)

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Turning Your 401K To SDIRA: A Smart Investment Move For Your Retirement

Syndication

December 08, 2023•2 min read

If you’re a typical American, your 401k likely represents a substantial part of your retirement nest egg. But did you know there’s a way to potentially unlock new investment opportunities and tax advantages?

Today, we’ll delve into the smart choice of transforming your 401k or IRA into a Self-Directed Individual Retirement Account (SDIRA) and how to begin.

Diversify Your Investments: By converting to an SDIRA, you can expand your investment horizons far beyond the confines of traditional 401k or IRA plans. Real estate, precious metals, private equity – these are just a few examples of what’s within your reach. This diversification can lead to potentially higher returns.
Seize Control: With an SDIRA, you take the reins over your investments, unlike the limited options of a 401k or IRA. You have the power to choose where your money goes, informed by your own research and due diligence.
Tax Benefits: SDIRAs come with appealing tax advantages. You might delay taxes on investment gains until retirement and even enjoy tax deductions for certain investments like real estate.
Secure Your Future: SDIRAs offer a shield against creditors, providing peace of mind for your retirement savings, which isn’t always guaranteed by 401k or IRA plans.
Converting Simplified: The process is straightforward. First, open an SDIRA account with a trusted provider. Then, initiate the rollover of your 401k or IRA into this account. Some liquidation of your existing investments may be necessary.

To invest in a Syndication using your 401k or IRA:

Open a self-directed IRA: Begin by creating a self-directed IRA with a custodian experienced in alternative investments. Funds from your existing IRA or 401(k) should be transferred into this new account.
Identify a multifamily syndication: Once your self-directed IRA is funded, you can begin your search for a multifamily syndication opportunity. Remember to conduct thorough due diligence on the sponsor and property.
Instruct your custodian: Direct your custodian to make the investment on your behalf once you’ve chosen a syndication. They’ll handle all the paperwork to ensure IRS compliance.
Enjoy tax advantages: Any income generated by the investment will be tax-deferred or tax-free, depending on your self-directed IRA type. This strategy can optimize your returns while minimizing tax liabilities.

In conclusion, converting your 401k to an SDIRA can be a savvy retirement investment. It offers a broader investment landscape, greater control, tax benefits, and a safety net for your savings. If you’re intrigued by this opportunity, conduct thorough research and partner with a reputable SDIRA provider for a seamless and successful conversion.

Ready to take the next step towards a brighter retirement future? Explore the potential of a Self-Directed IRA today and unlock new opportunities for your financial security and growth. Your retirement journey begins now!

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