No, this is not a requirement. Most, but not all, of our investors are veterans. The fund is run by veterans with a mission to increase the economic power of veterans and industry-leading professionals. We also make regular donations to veteran charities after the payment of yield to our investors.

To be accredited, you would need to have a net worth of at least $1,000,000, excluding the value of your primary residence, OR have an income of at least $200,000 each year for the last two years (or $300,000 combined income with your spouse). In addition, persons who carry specific professional certifications are considered sophisticated and accredited.

Our current fund, BMG Yield Fund II, has a 6% annual yield paid in quarterly installments beginning from the date of investment, plus 60% of cash from capital transactions (following payment of Class A Member preferred return and return of Class A Member capital).

Yes, absolutely. The key is getting you set up with an account with a self-directed option, and then it’s just a matter of directing that investment amount to one of the BMG funds. We typically work with Midland Trust, an unaffiliated custodian, to help with that process.

By using a third-party administrator, you never take possession of those funds, and they maintain their tax-deferred status through the transfer as long as they stay in that account with BMG. You will still receive quarterly statements and see how your earnings are accumulating and the impact of annual compounding.

We now have over 150 properties under management and 30+ consecutive quarters of consistent performance. We have never missed, nor altered, a quarterly yield payment for any investor. We have reached $105.4 million in capital deposits over the lifespan of the company and currently have a nearly 70% reinvestment rate from existing investors.