BAM CAPITAL INVESTOR RELATIONS

Are investors required to participate in every round of a fund?

Investors can allocate and increase their position size at any point while the fund is still open. [1]

When is the best time to invest in a fund?

Entering the fund earlier means the preferred return clock starts ticking for you earlier. Joining later means missing out on some of that preferred return window. On the exit of the property, your IRR return might look higher due to a shorter investment duration, but your multiple (your dollars going in versus dollars coming out) will be slightly less due to that loss of preferred return. [1]

Can I sell back my shares early/before a fund exits?

With the exclusion of the BAM Preferred Credit Fund, the capital you invest in our offerings should come from your long-term, illiquid portfolio portion. For more on this product and its redemption options, please visit: https://bamcapital.com/credit/. While our private placement memoranda (PPM) have a provision for early withdrawals under certain limited circumstances, these are rare, and you should expect some level of discounted returns if you request to exit early. Investors should expect to remain in the investment for its duration. [1]

If an investor passes away, what happens to the investment?

The asset often receives a stepped-up basis or its market value when the benefactor dies. Due to the federal estate tax exemption, the investment may transfer (tax-free) along with the decedent’s other assets. Many investors elect to invest through their trust or other entity. At BAM Capital, the third-party entity’s governing document on file lays out what happens in the event of a death and will determine finalities with the deceased’s representative. If you are a current member, please refer to the operating agreement you received during the execution of your investment. [1]

When is the year-end at BAM Capital?

BAM Capital’s year-end is the end of the calendar year. [1]

How many K-1 packages do investors get?

Investors get one K-1 package for each investment. If they have invested in multiple share classes within the same investment, they’ll receive a separate K-1 for each class they invested in. [1]

Can I invest with self-directed retirement accounts (SDIRAs)?

Yes. Many retirement accounts can be self-directed or rolled into a self-directed IRA. If you seek to invest with retirement funds, BAM Capital can help walk you through the process as we work with and are approved by many nationally known SDIRA custodians. We recommend you work with your financial advisor or CPA to understand how investing with retirement funds affects your personal tax situation. [1]

Do investors receive regular reporting?

Investors at BAM Capital have access to industry-leading technology. Our investor portal provides 24/7/365 access to quarterly reports, the accounting for distributions and capital events, and a repository of tax documents. In addition to the portal, we have an impressive in-house investor relations team ready to hop on the phone and respond to an email or text. [1]

How do I become an accredited investor?

An accredited investor is an individual with an annual income of at least $200,000 (or $300,000 for joint income) or a net worth of at least $1 million (for both individual and joint net worth), excluding the value of their primary residence. BAM Capital only accepts contributions from accredited investors according to SEC guidelines. Despite the rigid criteria for becoming an accredited investor, there is no federal verification process that investors must go through to become accredited. The burden of proving that an investor is qualified for specific securities offerings falls on the investment vehicle. The company offering the securities will have to verify the status of prospective investors before allowing them to invest. BAM Capital confirms accreditation as defined in Rule 501(a) of the Securities Act (income-based, net-worth-based, and third-party verification). [1]

Learn how to become an accredited investor step-by-step.

What is a qualified purchaser?

A qualified purchaser is an individual or entity with an investment portfolio valued at over $5 million or $25 million, respectively. [1]

WORK WITH BAM CAPITAL FOR MULTIFAMILY PRIVATE PLACEMENT

BAM Capital partners with accredited investors who want to enjoy passive income and all the other benefits of multifamily private placement. As the private equity arm of The BAM Companies, BAM Capital has been focusing on buying assets targeted as having strong profitability potential and staying disciplined in its investment thesis. BAM Capital’s investment strategy aims to create forced appreciation while mitigating investor risk. To date, the brand has successfully managed over $1.7 billion in assets across ~9,000 apartment units.

For multifamily real estate insights, visit Pathways to Passive Wealth, BAM Capital’s new platform designed to make real estate investing more accessible, transparent, and achievable for aspiring and experienced investors.

Remember that no investment is risk-free. Before making financial decisions, consult your investment advisor and schedule a call with a BAM Capital investment team member.

Visit bamcapital.com/faq to explore additional FAQs regarding The BAM Companies and BAM Capital investing.

Disclaimer: All investments carry risk, including potential loss of capital. This content is for informational purposes only and is not financial, legal, or investment advice, nor an offer or solicitation to buy or sell any security. Consult an independent advisor for personalized guidance and contact BAM Capital for details on current offerings. BAM Capital and its representatives are not fiduciaries or investment advisors. The information provided is general and may not reflect individual financial goals. Any financial terms, projections, or forward-looking statements contained herein are hypothetical in nature and should not be interpreted as guarantees of future performance or safety. Such statements reflect BAM Capital’s opinion and are subject to market fluctuations, economic conditions, and investment risks. Past performance does not predict future results. BAM Capital and its affiliates do not guarantee the accuracy or completeness of this information. BAM Capital offers investment opportunities under Rule 506(c) of Regulation D exclusively for accredited investors as defined by the SEC. Verification of accredited investor status is required prior to participating in any investment.

© 2025 BAM Capital. All rights reserved.

SOURCES:

[1]: BAM Capital. (2025). “Frequently Asked Questions.” https://bamcapital.com/faq/