How to Find Your Investment and K-1 Documents on the Investor Portal

This guide will help you locate your signed Subscription Agreement, Offering Documents, and K-1 Tax documents on the platform.

Follow these simple steps to easily access your important Investment documents.

Step 1: Access Your Investor Portal
Log in to your investor portal. If you’re unsure of the portal's URL, please reach out to your Sponsor for assistance.

Step 2: Navigate to the Documents Section

After logging in, go to the Documents section. Here, you'll find various categories to browse through:

• Tax Documents: View K-1 tax documents, organized by Offering and Tax Year. You can also request any missing tax documents by clicking Request Tax Documents and selecting the relevant year. An automated email will be sent to your sponsor.

• Subscriptions: Access deal-specific signed Offering Agreements (OAs) and Subscription Agreements.

• Offering Documents: Find Syndication Documents related to your investments.

• Miscellaneous and Updates: View any property updates or other investment-related documents provided by your sponsor.