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Currently Available Offers

Accredited/Non-Accredited, Reg A*

Secured Real Estate Income Strategies, LLC.

The Company invests in a diversified portfolio of real estate loans and other debt instruments collateralized by first and second position security interests in residential and commercial real estate in the U.S.

  • Total issue: $1 to $50 million
  • Minimum investment: $5,000
  • Return objective: 8% return paid monthly plus 80% share of net income
  • Dealer Manager: North Capital Private Securities Corporation
Accredited/Non-Accredited, Reg A*

Carolina Complete Health Network, Inc. (CCHN)

CCHN’s primary purpose is to build and operate a network of health care professionals who will provide medical services under a patient-focused Medicaid health plan in North Carolina.

  • Total issue: $15 million
  • Offering one share per investor at $750 per share
  • Available only to investors who meet specific eligibility criteria
Accredited, Reg. D*

Envest Microfinance Fund

The Company is a pooled investment fund formed for the purpose of offering socially and environmentally conscious investors the opportunity to support microfinance entrepreneurs in developing countries.

  • Total issue: Unlimited
  • Minimum investment: $25,000
  • Placement agent: VIA Folio
Accredited/Non-Accredited, S-3

Bluerock Residential Growth REIT

BRG is a publicly traded REIT (NYSE-MKT) that acquires institutional quality Class A apartment properties in growth markets across the United States offering investors dividend-paying, non-traded units of Series B preferred stock and warrants.

  • Total issue: $435 million
  • Minimum investment: $5,000
  • Dealer manager: Bluerock Capital Markets
Accredited/Non-Accredited, Reg A*

NY Residential REIT

NY Residential REIT, LLC is offering common shares representing LLC interests. This newly organized company was formed to acquire residential properties in the borough of Manhattan in New York City. The Company has not yet identified acquisition targets; it is considered a “blind pool.”

  • Total issue: $1 million to $50 million
  • Minimum investment: $1,000
  • Lead underwriter: W.R. Hambrecht + Co., LLC
Accredited/Non-Accredited, S-11

CIM Commercial Trust Corporation

CIM Commercial Trust is a publicly traded real estate investment trust primarily focused on investing in, owning, and operating Class A and creative office investments in vibrant and improving urban communities throughout the U.S.

Available only through broker-dealers and registered investment advisors.

  • Total issue: $900 million
  • Minimum Investment: $10,000
  • Placement Agent/Managing BD: International Assets Advisory, LLC
Accredited/Non-Accredited, Non-Profit

Enterprise Community Loan Fund, Inc.

Enterprise Community Loan Fund, Inc., a 501(c)(3) non-profit corporation, is notes whose proceeds are used to make loans to community-based, non-profit and mission-aligned for-profit affordable housing and community facility developers.

  • Total issue: Up to $100 million
  • Minimum investment: $5,000
  • Placement agent: VIA Folio
Accredited/Non-Accredited, S-3

Preferred Apartment Communities

Preferred Apartment Communities was formed primarily to acquire and operate multifamily properties in select U.S. markets.

  • Total issue: Up to $1.5 billion
  • Minimum Investment: $5,000 (in $1,000 increments)
  • Dealer manager: Preferred Capital Securities, LLC
Accredited, Reg D*

Straits Financial Premier Fund I, L.P.

Investors will participate in the alternative trading strategies of Dunn Capital Management's World Monetary and Agriculture program, a 100% systematic medium to long-term trend following program, encompassing a portfolio of financial, energy, metal and agricultural futures markets.

  • Total issue: $10.8 million, no maximum
  • Minimum Investment: $10,000
  • Placement Agent: VIA Folio
Accredited/Non-Accredited, Reg A*

HC Government Realty Trust, Inc.

HC Government REIT acquires, owns, and operates single-tenant, built/improved-to-suit properties leased by the United States of America, primarily through the U.S. General Services Administration.

  • Total issue: $3 to $30 million
  • Minimum Investment: $1,500
  • Dealer-Manager: Boustead Securities, LLC

Financial Advisors

If you are not a client of Folio Institutional and/or if you are a client and do not have access to “Private Investing” on FolioInstitutional.com, email support@viafolio.com or call (888) 485-3456.

To view and subscribe to current offers, login to FolioInstitutional.com and click on any client account for which you have either trader or account manager access. Select “Offerings” under the words “Private Investing” on the right side of the page.

Always refer to the offering documents for complete details.

*Reg A and Reg D notations above refer to the Regulation A and Regulation D securities offering rules under the Securities Act of 1933 and subsequent amendments and implementing regulations.

Regulation A companies can offer their securities to the public with limitations on the amounts invested and the total raise. Companies relying on Reg A file an offering circular with the SEC that contains detailed information about the company and the offering, though less information than what is required in registered public offerings. You do not need to be an accredited investor to purchase securities in a Reg A offering. Securities issued in a Reg A offering are not restricted and may be sold immediately after they are issued, though they might not be listed on a national securities exchange and may not be easy to sell. Learn more on the SEC site.

Regulation D companies do not have to register their offerings with the SEC and the SEC does not review the offering materials. You need to be an accredited investor to purchase securities in most Reg D offerings. Securities issued in a Reg D offering are restricted and cannot be sold without compliance with a number of requirements, including that you hold the securities for at least one year in most cases. Learn more on the SEC site.

**Accredited Investor, as defined in Rule 501(a) of the Securities Act of 1933, is a person who has earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior 2 years, and reasonably expects the same for the current, or has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence). You may also wish to visit the SEC website to learn more, and view the SEC's bulletins on accredited investors and private investing