How you make money
Cash flow
A fixed, rate-locked return, paid monthly.
Every investor earns 1% a month — 12% a year — paid from the portfolio's existing cash flow. The rate is locked, so it isn't exposed to market swings.
12%
Annual cash yield
Monthly
Distributions
30 days
First distribution
Tax efficiency
Distributions structured as return of capital, not income.
Distributions are structured as return of capital rather than income, so they're generally not taxed as ordinary income as received. Any gain is taxed at the end of the 3-year term as long-term capital gains. Confirm with your tax advisor.
How the deal works
Across the fastest-growing U.S. regions, attainable housing supply hasn't kept pace with the people moving in. Solaris owns and operates the apartments that fill that gap — stabilized, occupied, and cash-flowing — and pays investors monthly from the cash flow those homes already generate.
A housing shortage in the markets people are moving to
In the Sun Belt and Mid-South, jobs and population are growing faster than attainable housing gets built. That imbalance keeps quality workforce apartments full and rents durable — the demand isn't a cycle, it's a structural shortage.
Income from apartments already full and paying
Solaris invests in stabilized, cash-flowing communities, not ground-up bets. The portfolio's existing cash flow — rents plus ancillary and in-house management income across 4,500+ units — funds the monthly distributions, so the return is paid from real operations.
A fixed return, protected by low leverage
Investors earn a locked rate rather than a share of the upside, so the return isn't exposed to market swings. Low leverage and stabilized, income-producing assets sit underneath that rate to protect the downside.
About the sponsor
$500M+
Portfolio value
4,500+
Units owned
15+
Communities
$2B
Transaction volume
A multifamily operator focused on attainable, workforce housing across the Sun Belt and Mid-South, owning and managing a $500M+ portfolio.
125+ years of combined leadership experience, having owned and operated real estate across nine states over two decades.
Mendel Fischer
Manager
Steve Rutman
Director of Investor Relations
What you should know
What am I actually investing in?
Preferred equity in Solaris Estates — a $500M+ portfolio of stabilized apartment communities totaling 4,500+ units across 15+ properties in the Sun Belt and Mid-South.
How and when do I get paid?
Distributions are paid monthly — 1% a month, or 12% a year — from the portfolio's existing cash flow. There's a 3-year minimum commitment.
What are the return tiers?
The rate scales with commitment: 12% at $100k, 15% at $200k, and 18% at $500k. Everyone receives 1% monthly; the 15% and 18% tiers receive the additional amount as a quarterly bonus.
How is this tax-efficient?
Distributions are structured as return of capital rather than income, so they generally aren't taxed as ordinary income as you receive them. Any gain is typically taxed at the end of the 3-year term as long-term capital gains. Confirm specifics with your tax advisor.
Are there any fees or a profit split?
No. This is a fixed-rate income investment with no management fees and no profit split. In exchange for the locked rate, investors don't share in upside beyond their tier's return.
How liquid is this?
This is a private, illiquid investment with a 3-year minimum commitment. Your capital is committed for the term; any early-exit details are covered in the offering documents, and the team will walk you through them on your call.
