Invest With Us

Investing alongside Tru Wealth means partnering with a team focused on creating durable income streams, responsible growth, and communities people are proud to call home. Whether your interest is diversifying beyond Wall Street, generating passive income, or participating more actively in real estate syndications, we provide a clear, investor-friendly path to get started.

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How It Works

1. Join Our Investor Network
Tell us a little about yourself and your investment goals. This helps us determine fit, share opportunities that match your interests, and verify any regulatory requirements for participation.

2. Review Future Offerings
Once you’re part of our network, you’ll be notified of new multifamily or assisted living projects as they become available. Each opportunity includes full financials, underwriting assumptions, projected returns, and risk disclosures.

3. Select a Project
Choose the deal that aligns with your timeline, return profile, and desired participation level. Minimum investment amounts typically range between $25,000 and $50,000.

4. Invest and Track Performance
After subscribing, you’ll begin receiving quarterly updates, financial reporting, and distributions once the project reaches the cash-flow stage. Many of our projects begin generating distributions as early as month six, depending on lease-up and execution.

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Who We Work With

We partner with:

• Passive investors seeking income, appreciation, and tax advantages
• Individuals and families looking to diversify beyond stocks and bonds
• Entrepreneurs, business owners, and professionals wanting real assets with predictable performance potential
• Capital-raising partners interested in participating at the sponsorship level on select offerings

If you are new to private real estate investing, we guide you through each step. If you are experienced, you’ll appreciate our clarity, transparency, and hands-on oversight.

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Why Investors Choose Tru Wealth

• Focus on multifamily and assisted living projects backed by demographic demand
• Conservative underwriting and scenario-based planning
• Clearly defined exit strategies and return targets
• Transparency, accessibility, and investor-first communication
• Opportunities offered on a limited basis to maintain quality and alignment

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Your Next Step

If you’d like to be notified when our next offering becomes available or want to explore whether Tru Wealth is a fit for your investment goals, start the conversation below.

There is no obligation — just clarity.

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