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Frequently Asked Questions
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What is BPG Holdings and how does it work?BPG Holdings is a real estate investment firm founded by Cassidy Burns. We take an education-based approach for our investors. Not only do we strive to achieve superior risk-adjusted returns through the acquisition of commercial and multifamily real estate, but we also focus on educating our investors throughout the process. Currently, we have two offerings for investors to participate in: BPG Holdings Fund 1, a multifamily fund, and BPG Commercial Opportunity Fund, a commercial real estate fund. Both are 506(b) Regulation D capital raises, allowing us to work with accredited investors as well as 35 non-accredited investors.
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What am I investing in?BPG Holdings allows investors to invest in a diversified portfolio of growth-focused assets in the commercial real estate and multifamily sectors. Owning a small percentage of 10 buildings enables us to mitigate investors' risks across multiple assets rather than just one.
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What is a blind investment fund?A blind investment fund is a type of private equity or venture capital fund in which investors commit capital without knowing in advance exactly what assets or companies the fund will invest in. Instead, they rely on the expertise and track record of the fund manager or general partner (GP) to make prudent investment decisions on their behalf.
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What are the tax benefits of investing with BPG Holdings?Investing with BPG Holdings provides substantial tax benefits, particularly for high-net-worth individuals and those qualifying for Real Estate Professional Status (REPS). One of the most powerful tools we employ is the cost segregation study, which we initiate immediately after acquiring each asset. This engineered analysis allows us to accelerate depreciation by identifying and reclassifying building components—such as fixtures, flooring, and mechanical systems—into shorter depreciable lives (5, 7, or 15 years instead of 27.5 or 39), resulting in significant first-year bonus depreciation deductions. For investors with REPS designation, these losses can be used to actively offset other income, including W-2 or business income, reducing their overall tax burden. High-net-worth individuals, especially those with substantial passive income, can also benefit from the pass-through depreciation losses, which help shelter real estate gains and reduce taxable income. These advanced tax strategies, combined with our vertically integrated execution, enhance after-tax returns and provide a meaningful edge over traditional investment vehicles
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What can I use to invest into a fund?Investors can invest in a fund using multiple sources of capital. Some options to consider include: Cash Home Equity Line of Credit (HELOC) Line of Credit (LOC) Self-Directed Investment Accounts Other investment vehicles
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How long until I get my money back?BPG Holdings is a mid- to long-term investment firm. To generate the best returns for our investors, each fund will have a 5- to 10-year trajectory, with recurring dividends being distributed to achieve their preferred return. BPG Holdings currently pays out investor distributions on a quarterly basis.
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Why invest with BPG Holdings over purchasing your own investment property?Investing with BPG Holdings offers distinct advantages over purchasing and managing an individual investment property on your own. Through our pooled investment model, investors gain access to institutional-grade assets and off-market opportunities that are often unavailable to individual buyers due to capital, relationship, or operational constraints. Our economies of scale—from bulk purchasing power for renovations to centralized property management and marketing—allow us to operate more efficiently and profitably than a single investor typically can. Additionally, by leveraging our vertically integrated platform, investors enjoy professionally managed, diversified real estate exposure without the stress, risk, or time commitment of active ownership.
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What sets BPG Holdings apart?BPG Holdings sets itself apart through a vertically integrated model that includes in-house construction and property management, enabling tighter control over cost, quality, and timelines. Our construction team ensures every renovation and capital project aligns with our investment strategy, accelerating value creation and reducing reliance on third parties. BPG Property Management, our in-house operations arm, prioritizes tenant satisfaction and NOI growth, maintaining a direct line of accountability and real-time communication with our asset managers. This alignment across the entire value chain allows us to execute with precision, respond quickly to market dynamics, and consistently deliver strong, long-term returns for our investors.
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How will investor reporting work?Investors will have access to their investor portal, where they can review their investment details and relevant documents at any time. We also send quarterly updates to investors for each project in which they have invested.
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How do I get started?Throughout the website, you will find a "Start Investing" button. Click it to register for our investor portal, where you can access all current documents and resources, and start learning how BPG Holdings can help you achieve your investing goals.
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