Common questions

Our offerings are available to accredited investors as defined by the SEC. This generally means individuals with a net worth exceeding $1 million (excluding primary residence) or annual income exceeding $200,000 ($300,000 with a spouse) for the last two years. We operate under SEC Regulation D, Rule 506(b), so a short qualification call is required before we can share offering details.

Our investors are typically entrepreneurial, high-net-worth individuals between 35 and 65 who value freedom and are time constrained. They are not looking to become full-time real estate professionals. They want to build freedom for themselves and their families, increase cashflow, and solve tax problems. If that sounds like you, we should talk.

We invest in three asset classes: commercial real estate credit, multifamily real estate, and energy (oil and gas). Every asset we invest in must produce income, offer tax advantages, and be backed by something tangible. We look for assets we would be happy holding for 10 years or more with a strong probability of hitting pro forma.

Minimums vary by offering and strategy. Contact us directly for current minimums and available investment opportunities.

It depends on the strategy. Our commercial credit fund pays a preferred return monthly and a profit share quarterly. Oil and gas deals typically pay monthly based on distributions from well operators for that month. Multifamily investments are normally distributed quarterly. Specific terms vary by deal. Nothing is guaranteed.

Tax benefits vary by strategy. Our energy deals can offer significant deductions through intangible drilling costs. Multifamily real estate provides depreciation benefits through cost segregation and bonus depreciation. Commercial credit positions may offer favorable tax treatment depending on structure. Consult your tax advisor for details specific to your situation.

Not ready to invest? No problem. Our Deal Observer program lets you follow along on active deals with real monthly updates, the same reporting our investors receive. It is a great way to see our communication style and how we manage before committing any capital. Just ask us about it.

Returns are a premium on risk, and we take that seriously. We leverage personal connections with industry leaders and are constantly trying to be proved wrong on every deal. Our underwriting is transparent, simple, and disciplined. We minimize spreadsheet magic and focus on the fundamentals.

These are illiquid investments with typical hold periods that vary by strategy. They are not suitable for capital you may need on short notice. This illiquidity is part of what drives the premium returns compared to public markets.

Protection mechanisms vary by strategy. Our commercial credit positions include forced sale and take-over rights. Real estate investments are backed by physical property. We underwrite the exit strategy before committing capital. That said, all investments carry risk, including the possible loss of principal. Nothing is guaranteed.

Preferred equity sits between common equity and debt in the capital stack. It receives priority distributions before common equity holders. In our commercial credit fund, preferred equity positions include forced sale and take-over rights for additional downside protection.

Mezzanine debt is subordinate to senior debt but senior to equity. It provides higher yields than senior debt due to its position. In our commercial credit fund, mezzanine positions include forced sale rights to protect capital.

Reach out via our contact page or email adam@bidwellcapitalfund.com. We will schedule a short call to understand your goals, discuss current opportunities, and determine if there is a mutual fit. You can also book a time directly on our contact page.