Investment Holding Company Seeking $8,000 for Real Estate Fund Investments
Financial Details
- Asking Price:
- $8,000
- Annual Revenue:
- $1,500
- Cash Flow / SDE:
- $1,260
- Profit Metric:
- Yearly Service Revenue
- Valuation Multiple:
- 6.3x
- Location:
- Dallas, TX, US
- Source:
- Date:
- September 15, 2025
Key Highlights
Description
This listing is for an investment holding company established in 2022 and registered in Iowa, seeking $8,000 in subordinated debt. The company's core strategy involves investing in diversified real estate funds, including Fundrise and Groundfloor. Current financial assets comprise holdings in Fundrise ($2,250 + $1,428), Groundfloor (-$115), and bank accounts ($88 + $4,500). Revenue streams include services ($1,260 annually), dividends ($58 quarterly), and loan repayments ($8 annually). Operational expenses are minimal, with monthly costs for web hosting ($14.99) and bookkeeping ($15.99). The requested investment of $8,000 is earmarked for further strategic allocation: 25% ($2,000) to Groundfloor, 35% ($2,800) to Fundrise, 20% ($1,600) to be held in the bank, and 20% ($1,600) to be placed into a Certificate of Deposit (CD). The estimated business value is $19,854.
Industry Information
- Industry Description:
- Financial Services
- Classification:
- Financial Services
Operational Snapshot
- Year Established:
- 2022
Real Estate & Lease
- Status:
- Not_included
Listing Details
- Listing ID:
- 6ffd45dc-8adc-4e91-9076-dfb46de9b07f
- Deal Status:
- For Sale
- Date Posted:
- September 17, 2022
- Last Updated:
- September 15, 2025
- Currency:
- USD