By the numbers
The Fund requires a $50,000 minimum buy-in and charges an annual fee of 2% of the Fund’s value. We issued 20,000 shares.
Who Should Invest
1031 Exchange Investors
Highly-compensated
Employees
Successful Small Business Owners
Real Estate Professionals
1031 Exchange Investors
Investors using a 1031 Exchange have often avoided rural communities because those investments weren’t designed to grow in value. The Rural Fund takes a different approach.
Instead of passive assets like storage facilities — which tend to appreciate slowly — we invest in operating businesses that generate profits. These profits help increase the value of your shares in the Fund.
So even if you’ve traditionally focused on capital gains, you can benefit by placing your gains in our Fund, watching them grow, and eventually withdrawing your investment — tax-free.
other accredited investors
If you’re a high earner — like a doctor, lawyer, CPA, banker, or real estate professional — you likely face a heavy tax burden and limited investment options outside your employer-sponsored retirement plan. You may even spend your career helping others build wealth, yet find yourself priced out of private equity funds (which often require 7-figure buy-ins) especially if you’re juggling expenses like student loans, tuition, and mortgages.
The Rural Fund offers a more accessible alternative. With a minimum investment of just $50,000, it’s a practical way to start building meaningful assets — whether you’re aiming to enter the private equity space or simply strengthen your retirement portfolio. Bonus season could be the perfect time to get started.
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An Investor’s Journey from Entry to Exit
This guide is an overview of normal activities of the Fund and how they impact a typical investor from the day you invest to the day you cash out.
Download our investor guide
Steps to Invest
Invest in three easy steps
Step One
Provide proof of accredited investor status.
Step Two
Review and sign Subscriber Agreement.
Step Three
Wire funds and receive eShare certificate.
and then what
We pride ourselves on transparency
You’ll always know the value of your investment and have access to our official documents.
We publish the current share price on this site, and investors receive annual statements. Plus, you’ll receive a login to review our investor documents: Annual Report, Tax Return, and Financial Statements. That way you’ll know what has happened and what is planned for the future.