For investors
How investing with Blacklion works.
We invest deal by deal. Each acquisition is offered on its own, through its own vehicle, so you choose every asset you own and see it before you commit.
How it works
From first call to quarterly report.
01
Introduction
A call with a principal about your objectives, timing and allocation.
02
Verification
Our offerings are made under Rule 506(c) of Regulation D, so we verify accredited-investor status before sharing offering materials.
03
The opportunity
You receive the investment summary, underwriting and offering documents for a specific asset, with time to review them.
04
See the asset
We invite investors to tour the property and meet the team before committing.
05
Commit and fund
Subscription documents are completed and funded through our secure investor portal.
06
Ownership and reporting
Quarterly and annual reports, distributions and tax documents through the life of the investment.
At a glance
The terms that matter, up front.
| Structure | One vehicle per asset; no blind pool |
|---|---|
| Who can invest | Verified accredited investors |
| Sponsor co-investment | Typically 5–20% of the equity in each deal |
| Target hold | Three years, with a five-year fallback |
| Leverage | 50–60% loan-to-value targeted, never above 65% |
| Reporting | Quarterly reports with financials and market commentary; annual reviewed financial statements |
| Distributions | Quarterly, from available cash flow |
| Tax reporting | Schedule K-1 each year |
| Investor portal | Documents, reports and distributions through a secure online portal |
Summary only. The terms of any investment are set by its offering documents, which govern.
Capital partnerships
You see the asset before you commit.
We partner with high-net-worth investors, family offices, endowments and institutions, in the U.S. and abroad. If none of the four structures below fits your mandate, we will build a vehicle that does.
Deal-by-deal equity
Invest asset by asset. Each acquisition is its own SPE, and you decide on each one.
Programmatic partnerships
An anchor commitment across a series of acquisitions, with economics that reflect its size and continuity.
Co-investment
Participate alongside a lead partner in larger acquisitions and portfolio transactions.
Custom vehicles
Separate accounts and bespoke structures for endowments, institutions and family offices with specific market, size, tax or structure requirements.
Not a blind pool
Every investment is a named property in its own entity, with its own underwriting and offering documents.
Reporting you can rely on
Quarterly and annual reports covering financial performance, property operations and market commentary, through a secure investor portal.
Next step
Prefer to talk first?
Tell us about your objectives and allocation plans, and a principal will arrange a call.
The terms of any investment are set only by its offering documents, which govern. For information only. Not an offer to sell or a solicitation of an offer to buy any security. Any offering is made only through definitive offering documents to verified accredited investors. Investing involves risk, including loss of principal. Past performance is not indicative of future results. Forward-looking statements and targets are not guarantees. Named firms do not endorse Blacklion. Intended for U.S. residents only. Information is subject to change and revision without notice. See Acquisition criteria, Important Disclosures and Privacy Policy.
