Fund Investing

What is an accredited investor?

In order for an individual or an entity to qualify as an accredited investor, they must typically meet at least one of the following criteria:

  1. an individual with income exceeding $200,000 or joint income with his or her spouse of at least $300,000, in each of the last two years with the expectation to reasonably maintain the same level of income in the present year;
  2. an individual with a net worth exceeding $1 million, excluding the primary residence, either individually or jointly with his or her spouse;
  3. an entity that has assets exceeding $5 million that was not formed solely for the purpose of making the investment; or
  4. an entity whose owners all satisfy 1, 2, or 3 above.

For more information about the SEC’s requirements and common exemptions, see Regulation D Rule 506 in this brochure, Q&A: Small Business & the SEC.

Do I have to be an accredited investor to participate in PPRT-managed funds?

Yes, our funds are set up for accredited investors only.

How long is the fund investment term?

Each fund and/or offering within a fund has a specified investment term. Currently, the terms range from sixty days to three years.

What is the minimum fund investment?

The minimum fund investment in the Reliant Income Fund Fund is $50,000 and in the Reliant Liquidity Fund is $25,000.

How much does it cost to purchase a share in one of the funds?

Each share is $5,000, with a minimum investment of $10,000 in the DE IV Fund and $50,000 in the Reliant Liquidity Fund.

What’s the difference between Class A, B, and C shares?

The classes are set up for different offerings within the same fund.

Is my fund investment passive?

Yes, investing in the fund is the most passive investment we currently offer. Investors receive their monthly return the 1st of each month directly into their bank account via ACH.

When and how do I receive my preferred returns?

Preferred returns are directly deposited into your account (via ACH) the 1st of each month.

How long has PPR been managing funds?

PPR has been managing note funds since 2007. Since then we’ve never missed a payment, nor have we failed to deliver the preferred return or lost any investor’s principal investment capital.

Are the shares “liquid” in the fund?

Yes, as long as they’re in our Reliant Liquidity Fund. Investors can redeems shares within 90 days of written notice.

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