Invest Clearly empowers you to make informed decisions by hosting unbiased reviews of passive investment sponsors from verified experienced investors.
Apoorva Vashi
5.00
After exiting some familial real estate investments in 2021, I sought out a trusted partner to help diversify my traditional stock portfolio. My main criteria were track record, honesty, and process. The team at Wellings Capital fulfilled all these criteria and more. Even then, I started out with a smaller investment. After witnessing the process and due diligence, I have continued to add to the funds and am looking forward to future funds.
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Wellings Capital
Craig DeMaio
5.00
I have invested in two Criterion CRE offerings both of which have gone full cycle. They have exceeded my expectations. I have met the partners in person in their office and they are experienced professionals. They publish regular updates and provide timely K1s which is important to my CPA and I. I am looking to invest in another Criterion deal as I prefer CRE with a good sponsor over the stock market.
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The Criterion Fund
Verified Investor
5.00
Been extremely happy with the Arrowpoint team. They have a good strategy, solid execution, and excellent communication throughout.
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Arrowpoint Properties
Charlie Lockwood
5.00
I have been investing with Holdfolio for about a decade. I really value their customer service, transparency, and overall, the deals that I have invested in have been great. I really like that they've NEVER tried to sell me on investing with them. I get to see what deals they are investing in and participate in the ones I like best. Their low minimums help me diversify, which is very important to me.
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Holdfolio
David Rosenberg
5.00
Arrowpoint is a well run Real Estate Investment Company with many years of experience in the purchase, improvement and sale of small apartment buidings. In my first investment with them the returns far exceeded my expectations. My newest investment appears to be a the correct track and communication updates are clear and timely. Any questions I may have are promptly answered.
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Arrowpoint Properties
Justin Ko
5.00
I have invested with TJ in multiple deals now. TJ is great at communication up-front, and afterwards he is even better. He has a variety of mediums of communication (email, discord) and I enjoy his regular updates. Compared to some other groups I have invested in, TJ has shown better communication and better timeliness on tax documents. I have a lot of trust in TJ and would be likely to continue investing with him in the future.
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Burns Capital Partners
Verified Investor
5.00
Great team and investment thesis. They do a great job of keeping their investors up to speed on the deals and often outperform their original underwriting. I will continue to invest with them in the long term. Great job, team Criterion.
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The Criterion Fund
Verified Investor
5.00
JID has shown time and time again the level of hard work and attention to detail, as well as a commitment to investor returns that keeps their investors so satisfied with their returns. I have personally invested with them in a 5 year deal that will yield returns in excess of projections and they have provided timely updates and focus on the deal. Highly recommend
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JID Investments
Verified Investor
1.00
I have invested in three funds: - Texas 3 pack whose distributions are currently paused - Fund 8 and 9 who distributions have always been below proforma and close to be paused as per the most recent communication All the above investments are performing significantly below proforma and also well below new lowered budgets. @Brandon I beg you come back to work and help your team through these difficult times. What legacy are you leaving when you disappeared in the toughest moment and appeared on the last webinar just to say sorry!? Come back to actively work and out your wisdom and energy at the service of humble investors that trusted you.
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Open Door Capital
Jerry Young
5.00
I am a pretty active real estate investor whose been involved in over 80+ deals across 45+ different sponsors. I met Andy when he was working for another firm and decided to give Criterion a chance after having a really good conversation with him shortly after he joined Criterion. I started investing with Criterion in July 2024 and have had two deals already go full cycle that achieved very respectable IRRs in a short time period. I'm also invested in three other deals with Criterion that have strong return potential and I'm confident that Andy and the Criterion team will do their absolute best to meet or exceed the proformas. After dealing with over 45 sponsors, I can honestly say that there's only about 8 that I would ever considering investing with again and Criterion is near the top of that list. I look forward to investing with Andy and Criterion for many years to come because I trust them to be good fiduciaries with my money.
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The Criterion Fund
Scott Egger
5.00
Brian Ferguson and his team are true professionals. I plan to invest with Fergmar in the future.
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Fergmar Capital
Sangeetha Ganesan
5.00
I have been investing with JIDI since 2015 and had 5 deals gone full-cycle with attractive returns. I am currently in 3 deals. Throughout the various market changes they have always remained steadfast, transparent, and responsive. What truly sets them apart is their commitment to investors. I look forward to continue investing with JIDI.
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JID Investments
Arpen Patel
5.00
I’ve had an outstanding experience with The Criterion Fund. Andy and his Team are professional, transparent, and highly knowledgeable. Their investment strategies are well researched, and I’ve seen consistent, strong returns that exceeded my expectations. The level of communication and support is top-notch—they keep investors informed every step of the way and are always available to answer questions. It’s clear that they prioritize trust and long-term success. If you're looking for a reputable sponsor with a track record of delivering great results, I highly recommend The Criterion Fund.
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The Criterion Fund
Scott Benjamin
5.00
Will is a pro, and he is transparent with his investments. He will guide you through the process and help you in any way possible so you understand the numbers and their meaning.
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Matheson Capital
Erica Jenkins
5.00
Jory and Miles have been such a wealth of knowledge for me to answer small concerns and also give layman's explanation for a less savvy commercial investor. I've been so pleased that I've referred over 5 people to also join their pool of investors. I am looking forward to investing again with the team.
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Concord Real Estate Investors
Jerry Sanchez
5.00
I’m a passive investor and have been investing with Spark since the early —and I couldn’t be more pleased. Arn is incredibly knowledgeable, an operator with deep experience in the real estate industry who has successfully navigated both up and down cycles. He knows how to operate in all market conditions. He is always willing to educate and clearly explain things. The team is quick to respond and extremely transparent in their communication. Arn, Brian, and Dan complement each other perfectly. Brian’s boots-on-the-ground presence as a property manager, combined with his strong local knowledge, gives Spark a real competitive edge. They have also built valuable relationships in the areas where they invest. Spark provides consistent and transparent monthly updates, and Dan ensures they’re always among the first to deliver tax documents and other reporting. Overall, I’ve had a fantastic experience and wouldn’t hesitate to recommend Spark to anyone considering passive real estate investing. Happy to connect with anyone that has questions
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Spark Multifamily Investment Group
Brian Thelen
5.00
We've had the opportunity to invest in three separate Criterion Fund projects over the past 18 months. Criternion Fund representatives have always done a great job clearly communicating the project attributes in advance of our investments. The project descriptions and pro-formas are easy to understand and help us make good investing decisions. If unexpected surprises pop up prior to or during the investment lifespan (positive or negative) the team does a great job communicating in a timely and transparent manner. We have been very satisfied with the returns generated during our time with Criterion. IRR and cash-on-cash returns have hit or surpassed the targets established at time of investment, indicating the team does a great job managing the revenue, cost and investment aspects of each project. We've found the team to be very responsive to our questions and very helpful as we've performed our pre-investment due diligence activities. We'd highly recommend the Criterion Fund as an excellent source of real estate investment opportunities. We will continue to invest with the team and look forward to continued great results.
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The Criterion Fund
Verified Investor
5.00
I am currently investing with Criterion, and so far the returns match or outperform the expectations. Also the communication is outstanding. Andy is very available, and takes the time to answer every questions.
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The Criterion Fund
Cort Payne
5.00
Andy was extremely helpful and presented several deals. He guided us in the right direction for our first one, which has performed very well. I am excited to continue to invest with them in future opportunities.
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The Criterion Fund
Taylor Brenner
5.00
Been investing with Spark for years. These guys are just good. Communication, integrity, and transparency are elite. If Spark has a deal coming up, I’m going to try and find a way to get in on it. Big fan of Spark!
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Spark Multifamily Investment Group
Verified Investor
5.00
Thoroughly responds to questions before and after investment. Only invested recently, but distributions are great thus far (double digit cash on cash).
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The Criterion Fund
Verified Investor
5.00
I've invested in many real estate syndications across 9 or 10 sponsors. Criterion has by far been my favorite. If you have questions, they are always easy to get ahold of and will actually answer questions. The deal structures they bring are straight forward and easy to understand. No BS and no shenanigans. Their underwriting always seems to be on the conservative side. My first deal with them was around 18 months ago and I currently have eight active deals with them. One has already gone full cycle and sold for greater than the pro forma estimate. They truly appear to care about the quality of the deals for investors unlike some of my other sponsors who seem to be about milking fee collection. I have not done any real estate investments in the last 18 months other than with Criterion.
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The Criterion Fund
Verified Investor
5.00
I have invested in 3 deals with Criterion, one completed above target IRR and 2 are showing good progress. This is a lot better than many other sponsors who are either doing capital calls or underperforming proforma. Being a small fund i was skeptical at first, but after trying out a couple and seeing good progress i am adding this sponsor to my list to add to. I have primarily invested in construction projects with them, where i believe the bigger value add is. They also do cash flowing shopping centers which i havent invested yet but intend to
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The Criterion Fund
Verified Investor
5.00
I am a long term real estate investor with over 25 years of experience. I have worked with countless firms/funds/sponsors and syndicators. As such I believe it carries a lot of weight when I say my experience with The Criterion Fund and especially Andy Thelen has been top notch. They are hungry, find good deals with upside and deliver on them. I'm about to enter my 4th deal with them in less than a year and look forward to doing many more. I highly recommend this group.
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The Criterion Fund
Verified Investor
2.00
In 2022, I invested in the orange plantations that AgriTerra was selling. This was a long term agriculture play where I would own the land and they would manage the orchard, with the profits after their expenses and fees being sent to my account. Given the potential for long-term cash flow out of this deal, I would love to write a more optimistic review, however, I can’t. The sponsors have, in my opinion, failed in two significant ways. First of all, after more than 3 years, I am still waiting for the official title of the land to be transferred. They said it would take 6-8 months, and have been blaming a variety of factors for the delay. I can certainly understand that the government is not super efficient, however, this lack of delivery has been made worse by a lack of communication on behalf of the sponsors. The last update on the orchard was well over a year ago – so I have no idea how the plants are doing. Emails that I send are rarely responded to – maybe one every 3-6 months gets a reply – and usually the reply is that the person responding has no information to send and they blame the boot-on-the-ground team for not sharing updates. This is incredibly frustrating. The only recent communication I got is that the German part of the company won’t be handling any potential distributions, that it needs to come from the Paraguay part of the company. But that team is even less responsive – and it isn’t clear at all if or when they will do anything. It is entirely possible that the deal is doing fine and will start distributions within the next year (which would be more or less on schedule). However it is also possible that there is nothing underlying this and I have lost all my money. At the very least, it would be nice to know which is the case. Instead, I get constant silence from them. So I continue to hope. In the meantime, I would strongly suggest looking for other investments where the sponsors at least communicate with their investors.
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Agri Terra KG
Terence Critchlow
5.00
My first investment with Wellings was in 2019, as part of their Income Fund. I am currently invested in 4 of their funds and am looking forward to their next offering. Paul Moore and his team are, in my mind, exemplar GPs. They have a clear investment thesis, work with strong operators, and are actually conservative in the deals they invest in (as opposed to just saying they are conservative). Despite all of the challenges over the past 6 years, dividend distributions have never paused or decreased. Most importantly, Paul has constantly communicated with his investors. I get regular quarterly updates, he hosts regular webinars, and he or Ben is always available to talk if I have a burning question. He truly cares about his investors and it shows in how the business is run. If his funds align with your investment thesis, I would strongly suggest you take a look at his current offering.
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Wellings Capital
Verified Investor
5.00
We think Matheson Capital has a really unique business model. I and a number of my clients have invested in a dozen or more of their projects. The most recent sale of one of their properties produced a 40% return in less than two years.
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Matheson Capital
Sangeetha Ganesan
5.00
I invested in 2 Matheson Capital deals with one having gone full cycle resulting in an attractive IRR. Since day 1 I have been impressed with Matheson Capital's responsiveness to any questions, their transparency, reporting, and bandwidth to successfully oversee their deals. They have become one of my favorite Sponsors. I look forward to continuing to invest with them.
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Matheson Capital
John Flood
5.00
This is a first-class operation. They provide accurate and complete information regarding their offerings with frequent follow-ups. They know the markets where the properties are located and are adept at finding the right opportunities. I am very happy with the performance of my investments and will continue to invest with them.
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Matheson Capital
Verified Investor
1.00
I will never invest with this company again. I invested in two deals, both of which are many months behind schedule, with little to no communication from the sponsor other than saying that everything is running behind. The financials that they occasionally send show Woodmont is doing a good job taking their fees while the project runs way over proforma. Both of the projects were 18-24 month holds, and both are between 6 and 10 months late, and they don't appear to be finishing anytime soon. Stay away from this company, as the lack of transparency brings a lot of skepticism about how they manage their funds.
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The Woodmont Company
