Frequently Asked Questions

How do I invest with Bay Housing Investments?
  1. Create an account on the Bay Housing Investments portal:
  2. Review the Preliminary Project or Fund Offering Summary
  3. Commit Investment Capital Amount
  4. Review and sign Private Placement Memorandum (PPM) & Investor Subscription Booklet (ISB) via Hello Sign
  5. Wire / Deposit Investment Fund (at least 2 weeks prior to closing)
  6. Receive Confirmation Documents
Is my Investment information secure?

Yes, our investment platform is an industry leader in investor security. The platform offers security features such as:

  • Two-Factor Authentication
  • 24×7 Monitoring and Alerting
  • SSL Certificates
  • Encrypted Data Transmission End to End
  • User-level data Security
  • Firewall Protection
  • PCI DSS Certified Infrastructure
Who can Invest? What is an Accredited Investor?

Bay Housing Investments projects are open to approved, accredited investors. Our projects are structured under Rule 506(c) of Regulation D. Investors will be required to verify their accredited status through a third party such as a CPA, financial advisor, attorney, or a service like You can begin the certification process here:

Verivest Investment Portal.

To be an accredited investor, a person must have an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year. An individual must have earned income above the thresholds either alone or with a spouse over the last two years. The income test cannot be satisfied by showing one year of an individual’s income and the next two years of joint income with a spouse.

A person is also considered an accredited investor if they have a net worth exceeding $1 million, either individually or jointly with his spouse. The SEC also considers a person to be an accredited investor if they are a general partner, executive officer, or director for the company that is issuing the unregistered securities.

If I’m not a U.S. citizen can I invest with Bay Housing Investments?

Formulate answer for this question.

What is the minimum investment?

A minimum capital contribution of $100,000 is required to purchase Membership Interests. See “Terms of the Offering.” in the PPM by creating an account here:

Can I invest with my self-directed IRA account?

Yes, we accept investments from a self-directed IRA account from registered custodians.

What is the primary investment focus of Bay Housing Investments?

Bay Housing Investments buys, redevelops and leases apartment buildings in the SF Bay Area.  Capital may be returned upon completion of projects, which require on average 12-24 months. 

How is Bay Housing Investments compensated?

Principals are long-term apartment owners in the Bay Area, and are compensated by adding the completed, redeveloped properties to their portfolio.  Bay Housing Investments Fund charges no fees to investors. 

How will I be updated on the progress of my investments?

We offer an investment platform with a self-serve investor portal

We will regularly be communicating updates, distributions, and uploading tax documents such as K-1s through the secure investor portal.

Our investor portal allows investors to track their investments across different profile types like their LLC, IRA, Trust, or as an Individual. Investors also have the ability to generate investment reports and download all offering and tax documents directly through the platform.

This will all be done through our Verivest Investment Portal.

Who do I contact with additional questions?

Please reach out to Investor Relations directly via email or by scheduling a call at