How it works
How Relli works, step by step.
Review an offering, express interest and talk to the sponsor. Each step, in detail.
The three steps
The process
- 01
Review the offering
Every open offering has its own page. Read it on your own time.
- What you see
- Photos, location, the sponsor’s target return, the minimum and the term.
- The sponsor
- Who runs the investment, their track record and assets under management.
- The documents
- The sponsor’s offering materials.
- Do you need an account?
- No. Every offering is open to browse.
- 02
Express Interest
One short form on the offering page. About a minute.
- What you enter
- Your name, email and phone, then two questions: how much you may invest, and whether you are accredited.
- What you get
- The offering materials by email, and a free Relli account.
- Who sees your details
- Only the sponsor of that offering.
- What it commits you to
- Nothing. It tells the sponsor you would like to hear more.
- 03
Talk to the sponsor
A conversation with the people who run the investment, before you decide.
- Who reaches out
- The sponsor’s team, typically within a day.
- How it happens
- By video call or phone. Some sponsors let you book a time on their calendar.
- What to ask
- Anything about the offering: terms, timing, fees and risk.
- If you want help
- A Relli concierge is a person you can talk to.
From interest to investment
What happens next, and when.
- Typically within a dayYour call with the sponsor
- When you are readyYou decide: invest, wait or pass
- If you investSign and fund with the sponsor
- After you investUpdates and tax forms from the sponsor
How we select
What we check before a sponsor lists.
Three checks, on every sponsor and every offering. Not all of them pass.
View sponsors
Sterling Pacific FinancialWatsonville, CA · $200M AUM- Background checksRun on every sponsor before they can list.
- Track recordOperating history, assets managed and past performance.
- Offering structureThe terms and documents of each offering.
FAQ
Questions about the process.
Are there any fees for investors?
No. Sponsors pay to list, so investors pay Relli nothing. Each offering’s own terms, including any sponsor fees, are in its documents.
Who can invest?
Most offerings on Relli are for accredited investors, and the sponsor confirms eligibility with you before you invest.
What is an accredited investor?
In general, an individual with income above $200,000 (or $300,000 with a spouse or spousal equivalent) in each of the last two years who expects the same this year, or a net worth above $1 million not counting a primary home. Holders of certain securities licenses in good standing (Series 7, 65 or 82) also qualify. The sponsor confirms your status before you invest.
Does expressing interest commit me to anything?
No. Nothing is binding until you sign the sponsor’s subscription documents.
Can I lose money?
Yes. Private real estate is illiquid, target returns are projections, not guarantees, and you can lose some or all of your investment.
Can I get my money out early?
Usually not. Most offerings hold for several years, and each one’s terms are in its documents.
How do I pay?
You pay the sponsor directly, following the instructions in its offering documents.
Who sends updates and tax forms?
The sponsor sends investor updates and tax forms, including K-1s.
Who sees my details?
Only the sponsor of the offering where you tap Express Interest or download a document. We never sell your information.
Do I need an account to browse?
No. Every offering is open to browse. An account is created for you when you express interest or download a document.
Can I express interest in more than one offering?
Yes. Each sponsor reaches out on its own.
What if the sponsor doesn’t reach out?
Email support@relli.co and we’ll follow up.
Your next investment starts with a conversation.
Review an offering, then talk to the sponsor directly.