Treem Capital
How It Works

From qualification to reporting

Availability, transferability and liquidity depend on the terms and legal restrictions of each offering.

  1. 01

    Request access

    Tell us about your investment profile and areas of interest.

  2. 02

    Complete verification

    Complete identity, eligibility and accreditation checks where required.

  3. 03

    Review the offering

    Access the applicable offering documents, property information, financial assumptions and risk factors.

  4. 04

    Subscribe and fund

    Execute subscription documents and fund through approved payment channels.

  5. 05

    Follow your investment

    Access reporting, documents, notices and distributions through the investor portal.

Investor process

What to expect

Register interest

Requesting information is not investor onboarding and does not reserve an allocation.

Investor eligibility

Confirmation of accreditation and jurisdictional eligibility.

KYC / AML

Identity verification and applicable regulatory screens.

Document review

Review of the offering memorandum, subscription documents and risk factors.

Electronic subscription

Sign subscription documents electronically through the investor portal.

Funding

Fund your subscription through approved payment channels.

Investor reporting

Access quarterly reports, notices and property updates.

Distributions

Distributions paid according to offering terms.

Tax documents

Applicable tax documentation will be provided in accordance with the legal and tax structure of each offering.

Transfer restrictions

Transfers require review under securities laws and offering terms.

Secondary transfers

Potential secondary transfers, if permitted, follow a documented process.

Glossary

Plain-English terms

Accredited investor
An individual or entity that meets financial thresholds defined by U.S. securities regulations.
Private placement
An offering of securities to a limited number of qualified investors, exempt from public registration.
Subscription agreement
The contract by which an investor commits capital and represents their eligibility.
Property-level LLC
A single-purpose legal entity that holds title to one property.
NAV
Net asset value — an accounting-based measure of the equity value in a fund or asset.
Capital call
A request for committed capital to be funded to the vehicle.
Distribution
A payment of cash or property from the investment vehicle to investors.
Tokenized security
A digital representation of an investment interest, subject to the same legal restrictions as the underlying security.
Transfer restriction
A legal or contractual limit on selling or moving an investment interest.