The frequency of any investor returns depends on the type of investment. Typically, equity investments have distributions on a quarterly basis, while debt and preferred equity investments involve payouts on a monthly schedule. An investor’s share of any distributions is generally transferred directly into the same bank account that was initially used by the investor for the contribution of the original investment amount, and typically occurs within a few days of Case Investments Group receipt of such distributions.
On debt investments, the monthly payments of interest are dependent on Case Investments Group having received the correlating payments from the borrower on the corresponding borrower loan. Preferred equity investments are designed to have “current” payments made on a monthly basis and then an “accrued” payout that is payable at the expiration of the investment period. Normal equity investments are usually designed to have investors get quarterly distributions and also to participate in any net appreciation realized when the property is sold. An investor’s share of any of these distributions will be deposited directly into the bank account designated by such investor.
Payout schedules cannot be guaranteed, of course, nor can there be any guarantee as to return rates or the return of investor capital generally, regardless of the structure of any investment opportunity.