Frequently Asked Questions

General Questions

Fidelis Summit Capital Investments specializes in acquiring, repositioning, and managing multifamily apartment communities to generate strong investor returns while improving tenant living experiences.
We focus on Class B & C multifamily properties with strong value-add potential in high-growth markets. Our strategy includes renovating and improving underperforming properties to increase rental income and long-term asset value.
We primarily invest in Southeastern U.S. markets, including Birmingham, AL; Huntsville, AL; Atlanta, GA; and the Texas Triangle (Dallas, Houston, Austin, San Antonio). These areas offer strong job growth, population increases, and high rental demand.

Our value-add strategy includes:

  • Renovating units and common areas
  • Improving property management for better tenant retention
  • Enhancing amenities (security, fitness centers, community spaces)
  • Optimizing operational efficiencies to increase net operating income (NOI)

Investor Questions

We partner with accredited investors who meet SEC guidelines for private real estate investments. If you’re unsure about your status, contact us to discuss eligibility.
  • Consistent Cash Flow: Rental income provides stable, predictable returns.
  • Risk Mitigation: Multifamily properties are less volatile than stocks and maintain strong demand in all economic conditions.
  • Tax Advantages: Investors benefit from depreciation, deductions, and 1031 exchanges to optimize tax efficiency.
  • Long-Term Appreciation: Property values tend to increase over time, providing equity growth alongside rental income.

We offer limited partnership opportunities, where investors (LPs) provide capital and earn passive income while Fidelis Summit (as General Partner) manages the asset.

  • Preferred Return: 8-12% annually before profit-sharing
  • Internal Rate of Return (IRR): 15-20% over the investment period
  • Equity Multiple: 1.7-2.0x on invested capital
Most investments last 5-7 years, but timelines may vary based on market conditions and exit strategies.
Distributions are typically paid quarterly, beginning after the property stabilizes (usually within 12-18 months of acquisition).
Yes. Unlike stocks or other speculative investments, our investments are backed by physical assets with intrinsic value.

Process & Operations Questions

  1. Initial Call: We discuss your investment goals and eligibility.
  2. Review Materials: You receive our business plan, investment deck, and legal documents.
  3. Commitment & Funding: Once you decide to invest, you sign the subscription agreement and fund your capital contribution.
  4. Property Acquisition & Management: Fidelis Summit acquires, renovates, and optimizes the property.
  5. Returns & Exit: You receive regular cash flow distributions and participate in profits at sale or refinance.

Our fees align with industry standards and ensure strong property performance:

  • Acquisition Fee: 1-5% of the purchase price (one-time)
  • Asset Management Fee: 1-2% of revenue (ongoing)
  • Performance-Based Fees: Incentives tied to exceeding investor return targets

Investors typically commit for the full hold period (5-7 years). However, we offer liquidity options:

  • Sell to another accredited investor (subject to GP approval)
  • Right of First Refusal: The company or other LPs may buy your stake at fair market value
  • Conservative underwriting (buying below market value)
  • Diversification across multiple properties
  • Strong property management to maintain high occupancy
  • Reserves for unexpected expenses
  • Step 1: Schedule a call with our team
  • Step 2: Review our investment materials
  • Step 3: Complete the investor application & funding process
Yes. Our typical minimum investment is $50,000 - $100,000, but this varies by opportunity.

Connect With Us

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