If you’re a new investor less than 2-3 weeks old then wait until you receive a verification email or reach out to us directly if you’re unsure. If you’ve had confirmation that your account has processed after this timeline then just follow the below steps after you click on Create Login in the Investor Center.
Once your User Id and password are established, most users will have immediate access to view their accounts; however, for security reasons, some users may be initially restricted. In these cases, a Verification Code is sent by Postal Mail to the address listed on the account.
If Option 1 does not work, try Option 2 – Holder Account Option
Enter the following information:
You can see your account holder ID when you login to your Investor Center. If you’re having login issues (see above) and need your holder ID, email us and we can send that over.
For individual or joint investors (most accounts), if you have already enrolled in Investor Center and choose to set your account up for Direct Deposit, you can follow these steps:
For non-individual investors (such as IRA holders or Trust holders), fill out this form authorizing your account to have your bank account information added / changed and email us this form. Forward that back to us to make that change.
For individual or joint investors (most accounts), you can typically change your mailing address online through the Investor Center. Please follow the instructions below:
Please note that some account registrations may require additional documentation to be provided in order to effect an address change.
For non-individual investors (such as IRA holders or Trust holders), fill out this form authorizing your address to be changed and email us this form and we will make that change. Note: For IRA holders, the custodian address is the address where correspondence is received and that can’t be changed.
A video conference is often the way to go to if you’re having further issues. Here are steps below to get connected with us via conference.
For non-individual investors (such as IRA holders or Trust holders), fill out this form authorizing your account to be signed up for the Dividend Reinvesting Plan and email us this form. We will have you directly enrolled.
You’ll receive an email when dividend payments are on their way. If you signed up for ACH then your payment should be added there. By default, the payout is by check so look out for your payment in the mail.
We expect that we will declare and pay dividends on a quarterly basis, and that the dividend rate will be set at a level that we be believe will be consistent and sustainable over time. There can be no assurance as to when, if, and at what level, dividends will be paid as that is a decision our Board of Directors makes each quarter.
When you’re going through the investment process, you select “YES” to the question “Are you investing jointly” and put in the information for both you and your beneficiary. Upon investing, log into your Investor Portal and determine how and where you wanted distributions sent to the joint account. If you already invested, email or call us and we’ll walk through how to add a beneficiary.
For individual or joint investors (most accounts): You can purchase more shares through your Investor Portal (see how to login above). To increase your holdings, go to Make a Purchase at the top of your Portfolio in the home page and you can select how much you wish to add. Full steps here. Any additional investment you make will be added to your existing holdings and be reflected in your Investor Portal once the new shares are formally processed. This may take up to a week.
For non-individual investors (such as IRA holders or Trust holders): You will add more funds the same way you originally invested by generating a subscription agreement on the Start Investing page and having your custodian wire funds over again. Here are the steps in detail:
Yes, once you have access to your Investor Portal you can opt in to recurring investing by following the steps here. Opt for Recurring payments and select the amount to continue to have the same amount invested on a recurring basis. Note: The minimum is $500/month.
Please first view the Quarterly Redemption Plan section of the Offering Circular so you understand the limitations to selling your share in the first year and the NAV discount between year 2-5. If you want to make a request after year 1, please reach out to us at email@example.com and make a formal request to redeem your shares. We will send over a form that you will complete to sell your shares.
There is a 1 year lockout, then you will have a quarterly option to participate in our Stockholder Redemption Plan, subject to certain restrictions that are fully explained in the Stockholder Redemption Plan section of the Offering Circular. A summary of the Stockholder Redemption Plan is below.
For investors who hold shares of our common stock with more than one record date, redemption requests will be applied to such shares in the order in which they were purchased, on a first in first out basis.
We will provide you with periodic updates on the performance of your investment by posting recurring reports and reports for specified material events on the SEC’s website here. We may also provide updates on our website or through secure electronic delivery.
You don’t receive a monthly statement, rather, you’ll receive a statement along with your quarterly dividends. You can also go to your Investor Center to review your holdings anytime.
You will be able to track the status of your investment on the Investor Portal on our transfer agent’s website once your investment is approved. Our transfer agent is ComputerShare.
Your Form 1099-DIV tax information, if required, will be provided by January 31 of the year following each taxable year.
IRS Form 1099-DIV is sent to investors annually and provides the tax character of any distributions (dividends and any other distributions) paid to you during the tax year.
Unless your investment is held in a qualified tax-exempt account, your dividends will generally have tax implications. Dividends will typically come in three forms –
(i) return of capital dividends (which are generally not taxed and instead reduce your tax basis for future capital gain consideration)
(ii) capital gain dividends (which are generally taxable at long-term capital gain rates), or dividends from current or accumulated earnings or profits (which are generally taxed at ordinary income rates).
However, because each investor’s tax considerations are different, we recommend that you consult with your tax advisor.
For individual or joint investors (most accounts), you can certify or change your tax information online through Investor Center by logging in and selecting “My Profile” from the right hand-side.
For non-individual investors (such as IRA holders or Trust holders), email us your W9 form directly and we will have you directly authorized.