Q2 2023: Jennifer Warder's "Investing Insights"

Investing Insights: "Offerings on the [NEW] Investor Portal"

Written by SPI Principal, Jennifer Warder
Q2 2023 Newsletter

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We're often asked, "When is your next Offering?" The answer this time? Approximately one month away. We're still working to solidify all of the details & Offering documentation, so please keep an eye on your inbox for communications that will begin mid-July in preparation for the Offering to "Go Live" at the end of July.

We will not have information on the new Offering available earlier than that, so the next question you might ask is, "What can I do now?"

Because our syndications reach completion very quickly, the best thing you can do now is prepare in advance.

So, here are 3 actions you can take now to do just that:

1. Decide now how you will take title in any of our investments (i.e., legal name under which you will invest). The best way to prepare for this is to follow the steps outlined in my Preparing to Invest article as well as the Getting Started Guide. Both are quick reads and provide the steps you need to follow in order to reach this decision and the resources you need to prepare prior to the Offering becoming available for subscription.
2. Create your login to our [NEW] Investor Portal when we reach out to you in the next couple of weeks. If you are not currently an Active Investor with us and do not have a login to our [NEW] Investor Portal, we will be sending out communications in the next couple of weeks for you to do so.
3. Read this article to the end to understand how the Subscription Process will work on the [NEW] Investor Portal. The Subscription Process will be different from what it was for prior syndications, as signing the Subscription Booklet will be one of the last steps in the process rather than the first.

SUBSCRIPTION PROCESS in the [NEW] Investor Portal

Although we will continue to communicate with you via email during the Subscription Process, the remaining steps of the process are now consolidated in the [NEW] Investor Portal.

What all will you be able to do there?

• See the Offering summary & property pictures on the Offering Home page when you login. You will also be able to drill into more details from the
Offering Home page, including a page to see your Subscription Status.
• Show your interest in the Offering by completing our "Opt-In Now!" form.
• Complete a form on the Portal appropriate to your situation for how you plan to take title in the investment. If you have an Active Existing title (Investor Account) in our system, the form only takes seconds to complete. For [NEW] Investor Accounts, the form fields guide you appropriately based on how you complete them.
• Upload required documents securely within the Portal.
• Sign the Subscription Booklet, which will pre-populate with all of the data for the title (Investor Account) you will be using to subscribe.

We will provide instructions at every step of the way throughout the Subscription Process.

Below is what our updated process flow looks like(items in italics are pages available in the [NEW] Investor Portal):

Taking the time now to prepare in advance of an upcoming Offering becoming available will streamline the process for you later. Reading this article, the Preparing to Invest article, & the Getting Started Guide are a great start.

Happy Investing!

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