What to Expect When Investing with Sunrise Capital Investors
We respect your time and your capital. Our multi-step onboarding process is designed to ensure complete alignment between your financial goals and our investment strategy, while providing you with an exceptional experience from day one.
Introduction Call
A brief, 5-to-10-minute initial connection to ensure we are a mutual fit.
Before diving into the numbers, we want to understand the “why” behind your investment journey. During this brief introductory call, we will discuss your investment background, understand what you are looking for in a real estate partner, and quickly verify your accreditation status. Once complete, you will be granted access to our secure Investor Portal to review our current Deal Room prior to your next call.
Investment Strategy Call
A deeper discovery session with our VP of Investor Success.
Now that you have had a chance to review the Deal Room materials, this call is designed to dig into the details. Our VP of Investor Success will walk through the specifics of the current offering, answer your preliminary questions about the asset classes, and explore how Sunrise’s strategy aligns with your specific portfolio needs.
Partnership Call
Finalizing your decision and addressing any remaining questions.
We believe in complete transparency before any capital changes hands. This conversation is dedicated to resolving any final questions you or your CPA/financial advisor might have regarding the fund structure, timelines, or strategy. It ensures you have absolute clarity and confidence prior to making an official investment decision.
Sunrise Onboarding
Your formal welcome and introduction to our white-glove support team.
Once you join the Sunrise family, you will be introduced to your dedicated Investor Concierge. They will ensure you have full access to the Investor Portal, walk you through how to navigate your dashboard, and answer any logistical questions. We will also set clear expectations for how reporting and distributions work, so you know exactly when and how you will hear from us moving forward.
90-Day Progress Review
A proactive check-in after your first quarter.
Investing in private real estate shouldn’t mean you are left in the dark. At the 90-day mark, your Investor Concierge will reach out for a dedicated check-in. This is simply to ensure your onboarding experience was seamless, confirm you are receiving all fund communications, and answer any new questions that may have surfaced during the quarter.
Annual Investor Review
A celebratory look back and a strategic look forward.
Real estate is a long-term wealth strategy, and we are committed to building a long-term relationship with you. Each year, your Investor Concierge will host a dedicated review to celebrate the year’s milestones, ensure you have everything you need for tax season, and discuss how your financial situation or goals may have evolved so we can continue serving you at the highest level.