How It Works
Create Your Account
Complete your account profile by clicking Invest Today in the navigation menu. The process is quick and simple.
Select Your Investment
Once you join, you have exclusive access to our current offering and the investment fund details.
Invest in Minutes
When you are ready to invest, complete your transaction online.
Track Your Investments
You have full visibility into the performance of your investment in your account dashboard so you can track your total current invested value and distributions. You will also receive quarterly investment reports and annual tax documents.
How do I contact EvolveX Capital?
If you have any questions, please email us at email@example.com or call us at 720-739-3009.
Does the EvolveX Equity Fund accept both accredited and non-accredited investors?
Yes, EvolveX Equity Fund is a Regulation A+, which accepts both accredited and non-accredited investors.
Can I invest if I am not a citizen of the United States?
People, companies, and organizations outside the U.S. can invest in our Reg A+ Offering, as long as they comply with the same Investor Suitability Standards.
Qualified Purchasers include:
- “Accredited Investors” defined under Rule 501(a) of Regulation D (as explained below); and
- All other Investors so long as their investment in the Fund’s Units does not represent more than 10% of the greater of the Investor’s, alone or together with a spouse or spousal equivalent, annual income or net worth (for natural persons), or 10% of the greater of annual revenue or net assets at fiscal year-end (for non-natural persons).
The Units are offered hereby and sold to Investors that meet one of the two categories above, to qualify as an Accredited Investor, for purposes of satisfying one of the tests in the Qualified Purchaser definition, an Investor must meet one of the following conditions:
An Accredited Investor, in the context of a natural person, includes anyone who:
- Earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year or
- Has a net worth over $1 million, either alone, or together with a spouse or spousal equivalent (excluding the value of the person’s primary residence), or
- Holds in good standing a Series 7, 65, or 82 license.
Additional Accredited Investor categories include:
- Any bank as defined in Section 3(a)(2) of the Act, or any savings and loan association or other institution as defined in Section 3(a)(5)(A) of the Securities Act, whether acting in its individual or fiduciary capacity; any broker or dealer registered pursuant to Section 15 of the Securities and Exchange Act of 1934 (the “Exchange Act”); any insurance company as defined in Section 2(13) of the Exchange Act; any investment company registered under the Investment Fund Act of 1940 or a business development company as defined in Section 2(a)(48) of that Act; any Small Business Investment Fund (SBIC) licensed by the U.S. Small Business Administration under Section 301(c) or (d) of the Small Business Investment Act of 1958; any plan established and maintained by a State, its political subdivisions, or any agency or instrumentality of a state or its political subdivisions, for the benefit of its employees, if such plan has total assets in excess of $5 million any employee benefit plan within the meaning of the Employee Retirement Income Security Act of 1974, if the investment decision is made by a plan fiduciary, as defined in Section 3(21) of such Act, which is either a bank, savings and loan association, insurance company, or registered investment advisor, or if the employee benefit plan has total assets in excess of $5 million or, if a self-directed plan, with investment decisions made solely by persons who are Accredited Investors;
- Any private business development company as defined in Section 202(a)(22) of the Investment Advisors Act of 1940;
- Any organization described in Section 501(c)(3)(d) of the Internal Revenue Code of 1986, as amended (the “Code”), corporation, Massachusetts or similar business trust, or partnership, not formed for the specific purpose of acquiring the securities offered, with total assets in excess of $5 million;
- Any director or executive officer, or Fund of the issuer of the securities being sold, or any director, executive officer, or Fund of a Fund of that issuer;
- Any trust, with total assets in excess of $5 million, not formed for the specific purpose of acquiring the securities offered, whose purchase is directed by a sophisticated person as described in Section 506(B)(b)(2)(ii) of the Code; or
- Any entity in which all of the equity owners are Accredited Investors as defined above.
What is the minimum investment amount?
The minimum investment amount for each Class A member of the EvolveX Equity Fund is $2,000 (unless otherwise consented to in writing by the Manager at the Manager’s sole and absolute discretion).
How do I start investing with EvolveX Capital?
Creating an account and the investment process is all completed online. Click on the “Invest Today” button in the navigation menu, and you will be prompted to provide or verify the required information, as well as make necessary acknowledgements electronically.
What type accounts can I invest through?
Investors can invest as an:
- Through an LLC
- Retirement Plan (401K)
Can I invest through my IRA?
If you currently have an existing 401K or IRA from a previous employer, it is likely you will be able to self-direct all (or a portion) into our equity fund. Check with your current custodian to inquire about self-directing your retirement account.
What type of tax documents will be provided?
EvolveX Equity Fund is a non-accredited investment fund, and you will receive a Form K-1. The Form K-1 is a form that records the income earned from entities or persons besides your employer. For our non-accredited fund, it will record the amount of distributions you receive and whether those distributions are income or return of capital. For K-1 will be provided annually by January 31st of each year.
How long is the investment term?
The term of the investment fund is approximately 7-years, but we retain the sole discretion to extend or decrease the life after you have invested. The real estate markets are cyclical, and our goal is to maximize the value of the real estate investments. By retaining the right to extend or decrease the life of the investment, this allows us the opportunity to hold the investments when the market is bad, or sell the investment when the market is great.
Does Rodman invest his own money in the fund?
Yes he does. Rodman has full faith in the sucess of this fund and he put his own money behind the fund to launch it.
What type of investment returns should I expect?
We are targeting a 20% equity return on an annualized basis over the entire life of the investment. We may target equity returns that are higher or lower depending on the investment type and amount leveraged.
These are our targets. Investment does involve risk, and our actual returns may be higher or lower and may include a partial or total loss of your investment.
What is the preferred rate of return?
The cumulative preferred rate of return is 8%, with an 80% (investor) / 20% (management company) split over the 8% preferred rate.
How often will I receive distributions?
We intend to pay annual distributions; however, the frequency of distributions may change at our sole discretion over the term of the fund.
The change in frequency can depend on various factors such as required capital expenditures and cash flow levels. Additionally, a reserve fund will be set up and maintained at levels determined by management to be adequate to accommodate and protect the assets from fluctuations in the cashflows.
What are the fees associated with the fund?
Our private real estate management fees are very competitive. We charge a 1% annual asset management fee for equity raised, and a 1% transaction fee based on the value of the purchase/sale price of the properties we acquire and dispose of. We offer an 8% preferred rate to our investors, and have an 80% (investor) / 20% (management company) split for returns over the 8% preferred rate.
Our ongoing management and transaction fees allow us to cover our operational and management costs, and our split above the 8% preferred rate rewards us for the overall performance of the investment. This creates an economic alignment between the investor and the management company.
Is there risk involved?
There is a degree of risk with all investments, including those made in the EvolveX Equity Fund. We do not guarantee that you will earn our target returns, and there are various factors outside our control that could impact the performance of your investment. It is important to understand that investing involves risk, and may result in a partial or total loss of your investment. Prospective investors should carefully consider the investment objectives, risks, charges and expenses, and should consult with a tax or legal advisor prior to making any investment decision.
We believe that investing in private real estate has less risk than many other types of investments, and has been less volatile than the stock market. Real estate also generally appreciates over a holding period as inflation tends to push up rents and property values. Additionally, we utilize proprietary methodology and metrics, and perform extensive due diligence on every real estate investment we take into consideration. Rodman is also an investor in the EvolveX Equity Fund, and personally believes in the potential return for each of our investments.
The targeted 8.0% preferred return is not guaranteed. The investment is speculative and it is possible to lose all money invested to include but not limited to; possible inadequacy of funds to support the investment, risks of borrowing and expansion, fluctuations in operating results, limited transferability and liquidity, long-term nature of the investment, risk of lacking market for units (inability to lease), possible lack of a firm underwriter and uninsured losses that may reduce return.