Fund Investing FAQs

At PPR, the Investor Relations team fields a lot of questions from current and new investors.

Below you’ll find some of the most common questions our team receives, along with the most up to date responses to them. Please keep in mind that every situation is unique, and these responses aim for general validity instead of total comprehensiveness. Not to mention, we can’t answer them all in a single article…and who knows, this could become a series!

*But if you have immediate questions not answered below, we encourage you to use one of the contact options listed at the bottom of the article and ask us!

Q1: Once I invest, what happens next?
A: Once you’ve verified your accredited status, signed the investment paperwork, and wired funds, your work is done. That’s the beauty of a passive investment!

That said, we suggest you pay attention to the following things after making an investment:

Check on your account monthly in the Investor Portal
Make sure that monthly preferred return payments are showing up to the correct account (assuming you elected to receive payments and not compound them)
Whitelist with your email provider to make sure you receive account-related communications. (For instructions on doing this, see
Plan on watching the Investor Update presentations, led by the PPR leadership team that come out on a quarterly basis. These Updates typically include important portfolio updates and provide color on PPR’s plans for the coming quarters.
Keep an eye out for our Economic Updates that provide macro insight on PPR and the world in which we operate, led by our Chief Investment Officer, Spencer Staples.
Look for your K-1 in the Investor Portal during tax season.
Remember if you decide to add additional capital above the investment minimum, it must be done in $5,000 increments.
• Finally, if you’re happy with your investment, we would greatly appreciate it if you could share your experience with friends, colleagues and family members and refer them to us if they’re looking for a passive investment opportunity.

Q2: How does Compounding work?
A: If you elect to compound your preferred returns, you will not receive a monthly payment during the investment period. Instead, your returns will continue to accrue and can be tracked in real time on the Investor Portal. Upon redemption or rollover into a new investment, you will receive your principal plus all accrued unpaid preferred returns.

Example: Invest $200,000 in the 12% (three-year) Fund

Non-compounding example:
Receive an average of $2,000 per month for thirty-six months for a total of $72,000 in payments received. Receive or rollover invested principal of $200,000 at maturity.
• Compounding example:
Re-invest preferred returns monthly and accrue $86,153.38 over the three-year investment term. Receive or rollover $286,153.38 at maturity (see below for further explanation of your options).

Q3: What are my options at maturity of the investment?
A: Quick refresher on investment options for preferred return rate, term, and minimum, as of Q4 2023:

• 6% / 6 months / $25,000 minimum
• 10% / 12 months / $50,000 minimum
• 12% / 36 months / $50,000 minimum

The short answer is that at maturity you’ll have the option to either move (“rollover”) the investment into one of the PPR fund options available at that time or receive (“redeem”) your principal (plus, if you had chosen compounding, all accrued returns).

The more complete answer is that at maturity, it’s up to you. Depending on when the term is up, you’ll likely still have many of the options that were available to you when you first invested. So many investors simply roll into the closest available fund. Others may divide up their principal and possibly accrued return into “buckets” of capital that may each be allocated separately for more flexibility and liquidity.

Let’s go back to our previous example of a $200,000 investment in the 12% Fund. If compounding was chosen, then at maturity you have $286,153.38 that may now be allocated across different fund options.

So for example, you could, in this scenario, do ALL of the following:

• Roll $200,000 back into the 12% / 3-year Fund and choose to again compound it
• Roll $50,000 into the 10% / 12-month Fund, forego compounding, and receive monthly preferred return payments of approximately $416.67
• Redeem $36,153.38

That way, you can simultaneously re-invest the bulk of the capital for a continued higher compounded rate while also getting more flexibility with a shorter-term fund on a portion of your capital and enjoying monthly payments. Plus, you may redeem some capital to use however you wish!

At PPR we strive to make ourselves available to current and prospective investors for the conversations that are important to them. To that end, all members of our community are invited to reach out however they prefer, such as calling us directly at 877-395-1290, starting a conversation via the Contact form, emailing us at or, best for more complex questions, scheduling a phone appointment with the Investor Relations team.

Have a question about passive investing in a real estate fund? Schedule a no-obligation call with the Investor Relations team.