Invest With Us

For the first time ever, qualified individuals can now participate with the Berges Investment Group in buying and selling apartment buildings.  With over $250 million in real estate transactions, multifamily acquisition and disposition activity is under the direction and leadership of investment pro Steve Berges!

Investor participation is limited to a small, select group of qualified individuals with a minimum participation level of $50,000.  Self-direct IRA funds are acceptable. Depending upon availability, individuals will have the opportunity to select between debt/preferred equity instruments with fixed returns ranging from 10% to 12% and equity positions with expected returns of 15% or more.  All funds are secured by the asset they are invested in.  

To learn more about how you can become one of the select few individuals who will be allowed to participate with the Berges Investment Group buying and selling apartment buildings, use the contact form below to provide information about yourself and your investment objectives.  A time can then be scheduled to speak with you at your convenience to more fully describe how you can participate in this opportunity.  Our corporate office is located in the Kirkwood Office Tower, 11757 Katy Freeway, Ste. 1300, Houston, TX  77079.  Click here for a map of our location.

Don't miss out on this very limited opportunity to invest with a proven leader, author and investor Steve Berges, with over $250 million in personal and client transaction volume! Investment capital will be capped at an amount predetermined by the Berges Investment Group and participation will not be allowed to be over-subscribed.  This opportunity is available to a limited number of qualified individuals until such time as the investment subscription is filled.


1. Diversification
- If having money in the stock market is making you nervous, now may be a good time to consider taking some of the gains enjoyed over the past few years and diversifying into real estate.  Recent reductions in liquidity through the FED's QE (quantitative easing) programs has resulted in increased volatility in the stock market.  Other factors having an adverse impact on stocks include global events such as conflict between and among nations, economic weakness in European nations resulting in a flight of capital to so-called 'quality,' and the potential threat of global epidemics from diseases such as Ebola.

2. Interest Rates and Liquidity - Interest rates are at historical lows with the 10 year treasury ranging from about 2.0% to 2.5%.  LIBOR, which is the benchmark many commercial real estate investments are priced from, is even lower at .25%.  Lender appetite for commercial real estate virtually evaporated after the collapse of the Lehman Brothers event sent shock waves through world economies in September 2008.  The liquidity well had all but dried up for most types of real estate related investments. Fortunately, the current market environment for income producing assets is very favorable as there is an abundance of capital readily available for real assets such as apartment buildings.

3.  Build Wealth Through Asset Appreciation - The opportunity to capture the inflationary component of real returns can be achieved by investing in real estate, and in particular, income producing assets such as apartment buildings.  Inflationary measures can, in fact, have a multiplier effect on the value of a multifamily property because of the Net Operating Income (NOI) metric that is used to determine an asset's economic value.

4.  Potential to Generate Income through Positive Cash Flow - Another benefit of investing in real estate is the ability to receive monthly or quarterly distributions through positive cash flow that is generated from rental income.  After all expenses have been paid, including debt service, the goal is to operate the property in such a manner that the income exceeds the expenses so that the remaining free cash flow can be distributed to shareholders.

5.  Reduction of Tax Liability - Current tax laws generally have a favorable impact on a real estate investor's tax liability.  For example, an apartment building valued at $1 million has an asset life of 27.5 years resulting in a $36,363 deduction for tax purposes.  An investor in the 30% tax bracket would enjoy a very real tax savings of $10,909.

6.  Build Wealth through the Reduction of Principal - Most real estate is purchased using a combination of debt and equity giving investors the ability to leverage up.  As the principal portion of the debt is repaid each month, the resulting equity necessarily increases by an equal amount.  The tenants of an income producing asset, in effect, repay the debt that is owed while the owner enjoys the benefit.

7.  Opportunity to Achieve Above Average Returns - Anytime a corporation can add value to the goods and services it produces, the opportunity to capture additional profits exists.  This is especially true of real estate where value can be created in a multitude of ways.  It is the application of the principle that the sum of the parts is greater than the whole, or 1 + 1 = 3. A simple example is the 'fix and flip' strategy that is applied by countless investors who buy and sell single family houses for a profit after renovating them. Savvy operators of apartment buildings can apply the same principle, albeit on a much larger and much more efficient scale.


This form is to be used ONLY if you are considering investing in apartments with the Berges Investment Group.  Please use the Contact Form on our Contact Us page for all other inquiries.  Thank you!

First Name: *
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 Source of Funds IRA   Non IRA
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Comments: Enter comments here such as best time to contact you and any information you wish to share pertaining to your investment objectives. Thank you!

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