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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

The Reality of Retirement: Why Traditional Plans Fall Short and How Real Estate Can Save Your Future

Passive Income| Blog| Multifamily

August 14, 2024•4 min read

Let’s talk about retirement. We’ve all seen those ads with perfect beach sunsets, happy grandkids, and a beautiful home. It’s an ideal image, but for many small business owners, reality is a different story.

If you’re like many business owners, you might be pinning your retirement hopes on selling your business or relying on the stock market. But these traditional plans often don’t deliver. So, let’s dive into why they might fall short and how real estate can be your ticket to a more secure future.

Traditional Retirement Plans: Why They Fall Short

Scenario One: Betting Everything on Your Business - A lot of us invest heavily in our businesses, thinking it will be our golden ticket to retirement. But when it’s time to cash out, the business might not fetch the price you need, or worse, it might not be as attractive to buyers as you hoped. This can leave you in a tough spot come retirement time. What if you fail to grow it and scale it. It might be a good cash flow for today but not a long term income or a way to grow true wealth.

Scenario Two: Relying on Retirement Accounts - So you’ve been diligently putting money into your 401(k) or IRA, expecting it to grow into a comfortable retirement fund. But what happens when market ups and downs affect your savings? You might find yourself living more frugally than planned, with less control over your financial future. Also, you are locking your money for years AND you get penalized for trying to access it when you need it. Retirement accounts don’t have the tax advantage that real estate offers. All the profits are TAXABLE! I realized this in 2016 when I read the book “Tax free wealth” by Tom Wheelwright. That’s when I decided to move my retirement accounts into capital I can use today, to buy appreciating Real Estate assets.

The Real Solution: Real Estate Investment

Here’s where real estate steps in as a game-changer:

Tangible Assets: Unlike stocks, real estate is a physical asset that tends to grow in value over time. You’re investing in something concrete.
Steady Income: A diversified Real Estate portfolio can generate multiple streams of rental income. This steady cash flow is a lot more predictable than stock market returns.
Tax Perks: Real estate comes with some nice tax advantages, like depreciation deductions and favorable treatment of capital gains. These can really boost your returns.
Wealth Building: You can use borrowed (leverage lenders or other people’s money) money to buy property, which means you’re not just building wealth through appreciation but also through leverage!! DOUBLE win!
Diversification: Adding real estate to your investment mix means you’re less dependent on the ups and downs of the stock market. It’s a great way to spread out your risk. Furthermore, you can diversify across different markets, assets, and operators.

Act Now for a Better Future

Don’t wait to start investing in real estate. The sooner you get started, the more time you’ll have to build wealth and set yourself up for a comfortable retirement. Our strategy is to double the invested capital in 3-5 years. We have completed two cycles like that, we more than doubled our money in 3 years. What this means is that we can take that money and re-invest it. Now we have our money working on two or three locations/assets and then four to six locations. We are in the middle of the third cycle. Let me leave you with some tools that can help you develop your own investment strategy and timeline. Most people ask us: How much do I need to invest to create an X amount of passive income? And How long would it take me to achieve that?

Well, Chris created a calculator to help you answer those two questions 😀 Enter what's your passive income number and see the timeline you need to follow to achieve that passive income.

Want to see how real estate could fit into your retirement plan? Check out our RETIREMENT CALCULATOR - CLICK ME!

Invest smarter with real estate and get one step closer to the retirement you’ve been dreaming of. Your future self will be grateful!