FAQs

Accredited Investors

Am I an accredited investor?

An accredited investor is anyone who:

  • Has earned income that exceeded $200,000 ($300,000 with spouse) in each of the prior two years and reasonably expects the same level of income for the current year.
  • Has a net worth of over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence.

The investor must satisfy the thresholds for the three years consistently, either alone or with a spouse; and cannot, for example satisfy one year based on individual income and the next two years based on joint income with a spouse. The only exception would be a person who is married within this period, in which case the person may satisfy the threshold on the basis of joint income for the years during which the person was married and on the basis of individual income for other years.

How do I get started as an investor with Pinnacle Storage Properties?

You can get started as an investor by completing the form on our contact page. You’ll be added to our communication list for all new opportunities. Should you require a more detailed discussion please schedule a call with us here: Investor Relations Calendar

Do I have to be accredited to invest?

No. Our investment opportunities are available to both accredited and non-accredited investors.

Can other entities be accredited investors?

Yes. Entities such as banks, partnerships, corporations, non-profits, and trusts may be accredited investors. Of the entities that would be considered accredited investors, depending on personal circumstances, the following may be applicable.

  • Any trust with total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a person that is reasonably believed to have sufficient knowledge and experience in financial and business matters to evaluate the merits and risks of the prospective investment. 
  • An entity in which all of the equity owners are accredited investors.

What is the minimum investment?

The minimum investment to participate is $50,000.

How do I invest through my IRA?

We will work with investors looking to invest their personal self-directed IRAs and 401Ks. If you have additional questions and need more information regarding transferring your account, you can contact our affiliate partners at Rocket Dollar. 

What is a K-1?

A K-1 is a tax form used by partnerships to provide investors with detailed information on their share of the partnership’s taxable income. Partnerships are generally not subject to federal or state income tax, but instead issue a K-1 to each investor to report on his or her share of the partnership’s income gains, losses, deductions, and credits.K-1 amounts on their personal tax returns.

Non-Accredited Investors

Am I a non-accredited Investor?

A non-accredited investor is anyone who:

  • Earned less than $200,000 ($300,000 together with a spouse in each of the prior two years and reasonably expects the same for the current year. 
  • Has a net worth of less than $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).