Investing with 507 Capital gives you exposure to real assets you can see and understand. Retail real estate helps diversify your portfolio and offers meaningful tax advantages, like depreciation, which can help reduce taxable income. Real estate also acts as an inflation hedge. As costs rise over time, rents and property values tend to rise too, helping protect your purchasing power. Unlike stocks, a physical property doesn’t disappear or swing wildly based on daily market sentiment. We also use smart, conservative debt on our properties, allowing your investment dollars to go further and helping enhance long-term returns without adding unnecessary risk.

Multifamily can feel faster and more straightforward, but retail tends to reward patience. We focus on retail because it offers longer lease terms, fewer tenant turnovers, and the opportunity to create more durable, long-term value. Retail tenants are operating businesses, not just living in a space. They’re often more invested in their locations, take greater responsibility for maintaining their space, and in the buildings we focus on, cover their share of operating costs through NNN lease structures. That helps offset inflation and keeps expenses more predictable over time. Retail may take longer to execute well, but when it’s done right, it can deliver steadier cash flow and stronger risk-adjusted returns. That long-term, disciplined approach is what fits our investment philosophy.

We focus on the Midwest, targeting secondary and tertiary markets. These are growing cities outside major metros that often offer stronger cash flow, less competition and predictable fundamentals. We look for markets supported by real demand drivers such as universities, hospitals and major employers, along with established retail corridors anchored by tenants like grocery stores, Walmart, or Target.

We take a disciplined, straightforward approach to retail investing. That means clear communication, conservative underwriting and alignment with our investors from day one. We focus on long-term value, not quick wins, and we’re selective about the deals we pursue. Our goal is to build trust, deliver consistent performance and invest in communities we believe in. Visit our About (https://www.507capitalgroup.com/about)page to learn more.

Yes. 507 Capital is vertically integrated, meaning we handle both acquisitions and property management internally. The same team that evaluates each deal also oversees day-to-day operations, allowing for better visibility, quicker decisions and stronger alignment with our investors. This approach gives us tighter oversight and more control from acquisition through execution.

Minimums vary by offering. Each opportunity is structured differently so reach out to chat! We are happy to talk through the details.

An accredited investor is someone who meets certain income or net worth requirements set by the SEC. Generally, this means having a net worth of over $1 million (excluding a primary residence) or earning $200K+ per year individually ($300K with a spouse) for the past two years. These guidelines help ensure investors are financially positioned to participate in private real estate offerings like ours. If you’re unsure whether you qualify, we’re always happy to talk it through.

Yes. Each investment is structured so investors hold real equity ownership in the underlying real estate, not just a paper interest.

Our preferred return structure means investors are paid first. You receive a fixed annual return before 507 Capital participates in any upside. If a property doesn’t hit its performance targets in a given year, we don’t get paid until those investor returns are met. If the full preferred return isn’t reached in one year, the unpaid portion carries forward to the next.

Investor capital is primarily used toward the equity required to acquire the property, including the down payment and select acquisition-related costs. The remaining portion of the purchase is financed through a local lending partner. In addition, capital may be allocated toward building improvements, tenant improvement allowances, closing costs, acquisition fees and establishing prudent operating reserves. 507 Capital assumes responsibility for all debt obligations, allowing our equity partners to participate in the upside while limiting their exposure. This structure ensures capital is deployed thoughtfully and aligned with long-term value creation.

Like any investment, commercial real estate comes with risk. Market conditions can change, tenants may leave or go dark, and unexpected capital expenses can come up. Interest rates, local economies, and leasing demand all play a role in performance. At 507 Capital, we focus on reducing these risks wherever possible. That means buying in markets with strong demand drivers, prioritizing well-located retail with everyday-use tenants, underwriting conservatively, and stress-testing deals before we move forward. We also structure leases and reserves to help weather vacancies or market shifts. No investment is risk-free, but our goal is to manage risk thoughtfully so investors can focus on long-term, steady performance rather than short-term noise.

All investment documents, reports and updates are available through our 507 Investor Portal,(https://investors.appfolioim.com/507capital/investor/login) making it easy to stay informed in one place.