Welcome to Sage
Your documents, accreditation check and wire instructions all run through Juniper Square, our fund administrator. You’ll set up one Juniper Square login, and it’s the same login you’ll use for statements, reports and K-1s for as long as you’re invested.
Mikayla Guerrero on our investor relations team sends your SIG26 subscription through Juniper Square, pre-filled with what you’ve already told us. Investing through an IRA, trust or entity? Tell us now so we send the right documents.
Mikayla Guerrero, Investor Relations · usually within one business dayYou set a password once, and it’s the same login you’ll use for statements, reports and K-1s. Already invest with another Juniper Square sponsor? Use that login.
You · about 20 minutesRule 506(c) requires third-party verification. Upload a letter from your CPA, attorney or registered adviser dated within the last 90 days, or get verified online through Parallel Markets inside the subscription flow.
You · usually same day through Parallel MarketsWire instructions appear in Juniper Square once you’ve signed. Funds are due within 10 days of signing. Call us to confirm the instructions before you send money. Investing through an IRA? Your custodian sends the wire.
You or your custodian · within 10 days of signingThe Manager countersigns within about seven business days after your funds arrive, and your units appear in Juniper Square.
Sage · about 7 business daysProtect yourself from wire fraud. Wire instructions only appear inside Juniper Square. Sage will never email new or changed instructions. Before you send funds, call our investor relations team at [IR phone number] to confirm them.
The steps above work the same way, with your custodian funding the investment instead of you.
Open or transfer a self-directed IRA. Horizon Trust charges a flat $695 for setup, transfer and the first year, with no wire or transaction fees.
Tell us it’s an IRA so we send subscription documents in your IRA’s name.
Sign, and your custodian sends the wire from your IRA.
Turn on reinvestment so distributions compound inside the IRA. Horizon charges no extra asset fees on reinvested holdings.
The annual independent appraisal gives your custodian the year-end value it needs for reporting. Real estate that uses debt can create UBTI inside an IRA; ask your tax advisor how it applies to you. Horizon sets its own pricing, which can change. Not tax advice.