Freedom Family Investments helps investors, families, and professional advisors evaluate real-estate-backed investment pathways through an education-first process built around clarity, suitability, documentation, and ongoing communication.
We learn about your goals and walk through your options.
We evaluate fit, structure details, and documentation together.
You move forward with confidence and ongoing communication.
No matter where you are in your investment journey, we’ll meet you there and guide you to the right information and next step.
Ready to evaluate opportunities.
For investors who want to compare Freedom Notes, related investment pathways, and property-specific opportunities.
Learning before you qualify or commit.
Learn how private investing works, what accreditation means, and future options that may be right for you.
Supporting your clients’ diligence.
Access the materials and support you need to help your clients evaluate with confidence.
A clear, step-by-step process to help you go from initial curiosity to confidently invested with clarity at every stage.
A short intro call to understand your goals, answer questions, and help you determine if Freedom Family Investments is the right fit.
If it’s a mutual fit, we’ll provide more detailed deal info, terms, and key documents for you to review at your own pace.
Once approved, you’ll sign your documents and fund your investment. Then you’ll gain access to our investor portal.
Whether you’re an accredited investor ready to explore, learning before you qualify, or supporting a client, we’ll meet you where you are and guide you to the right next step.
| Who It's For | Best Next Step | How It Works | What You'll Get | Resources & Support |
|---|---|---|---|---|
Accredited
|
Book a Clarity CallA short call to discuss your financial goals, review options, and determine next steps. Book a Clarity Call → |
1
Discuss your goals, timeline, and investment preferences
2
Compare investment pathways and potential fit
3
Review offering materials and ask questions
4
Confirm accreditation (if applicable)
5
Complete subscription documents and fund
6
Access InvestNext portal and ongoing updates
|
Personalized guidance
Access to offering materials
Clear understanding of fit, structure, risk, and timeline
Secure investor onboarding
Ongoing reporting and communication
|
Investor Guide
Offering Documents
Accreditation Support
InvestNext Portal
IR Manager & Investor Concierge
|
Non-Accredited
|
Explore Investor EducationLearn, understand your options, and take steps toward the future you want. Explore Education → |
1
Learn the basics of private real estate and note investing
2
Understand accreditation and future qualification paths
3
Explore investment options and how they work
4
Ask questions and get educational resources
5
Stay connected for future opportunities
|
Educational resources
Clear explanations of key concepts
Guidance on accreditation and future opportunities
No-pressure, no obligation conversations
|
Education Library
Accreditation Guide
FAQs
Stay Informed Updates
Team Q&A
|
Professional Service AdvisorsSupporting your clients' diligence process. |
Request Due Diligence MaterialsGet the materials and support you need to confidently evaluate with your clients. Request Materials → |
1
Schedule a professional review call
2
Receive due diligence and offering materials
3
Coordinate entity structure & accreditation details
4
Complete subscription & funding with your client
5
Access ongoing reporting and client support
|
Comprehensive materials
Client-ready summaries
Dedicated support for subscription & funding
Ongoing reporting access
Responsive team available throughout
|
Due Diligence Materials
Offering Summaries
Accreditation & Entity Help
Subscription Support
Reporting & Updates
|
Let’s talk. A Clarity Call is the best way to get your questions answered and understand which path makes the most sense for you.
You may qualify as an accredited investor through one or more of the following common pathways.
Individual income above applicable thresholds, or joint income with a spouse or partner, based on the prior two years and expected current-year income.
Net worth above applicable thresholds, excluding the value of your primary residence.
Certain professional certifications or securities licenses may qualify, including Series 7, Series 65, or Series 82.
Certain trusts, LLCs, corporations, family offices, and other entities may qualify depending on assets, ownership, and formation purpose.
A simple, secure process to verify your status before investing.
Confirm whether the investment is being made as an individual, joint investor, LLC, trust, retirement account, or other entity.
Verification may be completed through a licensed professional or through a third-party verification provider.
Once verified, the investor may proceed with subscription documents and funding if they choose to move forward.
Ensures compliance with SEC regulations designed to protect investors.
Helps preserve the private nature and structure of our offerings.
Your information is handled securely and only used for verification purposes.
Our team is here to guide you through the process.
Our team is here to help you understand the requirements, your options, and the next steps.
Our relationship does not end at funding. Freedom Family Investments provides ongoing investor relations support designed to keep you informed, organized, and confident throughout your investment experience.
Your Investor Relations manager and Investor Concierge remain available to help with account questions, documents, distributions, reporting, and next steps.
A consistent point of contact for questions, updates, and account support.
Help with paperwork, account requests, and ongoing investor communications.
Assistance with distributions, tax documents, subscription records, and account files.
Timely communication, investment updates, and relevant reporting visibility.
Support as you evaluate additional offerings or next-step opportunites.
After you invest, InvestNext gives you secure access to everything you need: documents, reporting, distributions, and communication, so you can stay informed with confidence.
Your IR Manager and Investor Concierge are here to help with account questions, documents, distributions, and next steps.
Email Investor Concierge
We typically respond within one business day.
InvestNext uses industry-leading encryption, secure data centers, and strict access controls to protect your information.
Enterprise-grade security. Investor privacy. Total peace of mind.
GET IN TOUCH
Whether you are an accredited investor, still learning, or helping a client evaluate private real-estate-backed opportunities, the best next step is a short conversation focused on fit, clarity, and questions.
