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 Big Tax Savings with Real Estate Professional Status (REPS)

Unlock Big Tax Savings with Real Estate Professional Status (REPS)

September 16, 20242 min read

If you’re a new investor, busy business owner, or a highly taxed medical professional, you’ve probably heard the term "Real Estate Professional Status (REPS)" thrown around. It might sound complicated, but trust me, understanding REPS can be a game-changer for your finances.

So, What’s REPS All About?

In a nutshell, REPS is an IRS designation that lets you offset your active income—like your salary or business income—with losses from real estate investments. Normally, the IRS puts a cap on how much you can use these losses to lower your taxable income. But with REPS, you can wipe out those restrictions, allowing you to significantly cut your tax bill.

Who Can Get REPS?

Qualifying for REPS isn’t as hard as it sounds, but it does require meeting two main criteria:

  1. Material Participation: You need to be actively involved in your real estate activities. We’re talking about spending at least 750 hours a year on it.

  2. More Than 50% of Your Time: Over half of your work hours across all your jobs need to be focused on real estate activities.

Why Should You Care?

If you’re pulling in a high income, REPS can make a big difference:

  • Serious Tax Savings: Imagine being able to use your real estate losses to bring down your taxable income, potentially saving you thousands on taxes each year.

  • Build Wealth Faster: With the money you save on taxes, you can reinvest in more properties, speeding up your path to financial freedom.

  • Diversify Your Income: Real estate isn’t just about buying properties—it’s also about tapping into a new income stream with major tax benefits.

How Do You Get There?

Achieving REPS is easier than you might think:

  • Use Time-Saving Tools: Property management software, virtual assistants, and other resources can help you meet those participation hours without overwhelming your schedule.

  • Get a Real Estate-Savvy CPA: Not every CPA knows the ins and outs of REPS, so it’s worth finding one who does to help you navigate the process.

Ready to Dive In?

If you’re serious about cutting your tax bill and boosting your wealth through real estate, REPS might be just what you need. Curious about how it works and how you can qualify? Schedule a call with us today, and let’s see how REPS can work for you! We have been using this strategy since 2020 and can share how it has been a propelling strategy to build wealth. 

Unlock Big Tax Savings with Real Estate Professional Status (REPS)


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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.

ASSET PORTFOLIO

CONTACT INFO

1401 Lavaca St. #191, Austin TX 78701

Asset managers dedicated to elevating others through education in wealth-creation, and passive investing through real estate.

ASSET PORTFOLIO

CONTACT INFO

1401 Lavaca St. #191, Austin TX 78701

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Copyright © 2022 Up Plex All rights reserved. Designed & Developed by Mehheeya Consulting LLC

Home I About Us I Privacy I Contact Us

Copyright © 2022 Up Plex All rights reserved. Designed & Developed by Mehheeya Consulting LLC