Partner Program: Operator-Led, Client-Centric
Bring your clients a clean, operator-led path to Florida/Texas multifamily—without adding operational noise to your practice. We co-host education and provide institutional collateral, a structured data room, and clear compliance workflows (accreditation, disclosures, BD/RIA channels). In 30 days, stand up a repeatable client flow with briefings, IC-hotline access, and a disciplined reporting cadence that deepens relationships and trust.
From Plan to Performance: Where Investment Thesis Meets Measurable Outcomes
Operator led platform
We raise and operate on one platform. Our sister team StylesPM runs leasing, maintenance (including 24/7 response), renewals, resident experience, and reporting—so pro formas meet reality.
Focused & repeatable
Florida & Texas B/C garden communities (150–300 units) where practical upgrades and disciplined operations move NOI. Your clients get a simple, understandable story.
Compliance first
We handle accredited investor verification for 506(c) offerings and provide required disclosures for endorsements/solicitations—so you stay within the lines.
Eligibility & Fit
CPAs
Optimize tax aware planning with an operator led real estate sleeve. Co host simple, client friendly sessions and share diligence without the gimmicks
RIAs / Private Wealth
Institutional grade materials, reporting cadence, and compliance alignment under the SEC Marketing Rule for testimonials/endorsements where applicable.
Family Offices
Direct access to IC, clear risk framing, and a repeatable playbook in Florida & Texas—plus co invest opportunities when sizing/timing align.
PROGRAM OVERVIEW
Education first. Diligence on demand.
We equip you to brief clients confidently: co branded one pagers and decks, live Q&A with our investment team, and transparent methodology behind any performance we present.
Partner Economics & Compliance
Three compliant paths: RIA/BD selling–solicitor agreements, SEC Marketing Rule–aligned solicitor/endorser arrangements, or a no-compensation introducer model. We follow firm policy and regulation (required disclosures, oversight, disqualification checks) and provide templated language with a link to full disclosures.
RIA / Broker Dealer Channels
Where permitted through your RIA/BD, we work under written selling/solicitor agreements. Compensation structures follow your firm’s policies and applicable rules (e.g., Marketing Rule disclosures; BD rules).
Solicitor Agreements (RIA)
For advisers relying on the SEC Marketing Rule, endorsements/solicitations require specific disclosures, oversight, and disqualification checks. We provide templated disclosure language and process.
Introducer
Prefer to avoid compensation? Make introductions without economics; we still provide co-branded education and documentation to support your compliance posture and recordkeeping requirements.
We do not pay transaction based compensation to unregistered persons; any placement economics must run through properly registered BD/RIA channels under written agreements. (See FINRA Rule 2040 guidance and legal analyses.)
Clear process. Clean materials
Tools You Get
01/
Partner One Pager — co branded, client safe.
04/
Full Deck — strategy, underwriting, sensitivities, risks
02/
Data Room — diligence docs, SOPs, Q&A.
05/
IC Hotline — pre set windows for quick go/no go.
03/
Event Kit — invites, run of show, scripts, follow ups
06/
Reporting Samples — example letters, statements, K 1 timeline.
Stand up a clean client flow in 30 days
Align
Audience, compliance path, and events calendar.
Arm
Co branded assets, disclosure language, data room preview.
Brief
Kickoff session; IC Q&A; follow ups with your top families.
Measure
Track attendance, interest, allocations; refine the next cadence.
One platform. One source of truth.
StylesPM executes leasing, screening, 24/7 maintenance, renewals, resident experience, and owner reporting from our Miami HQ—so your clients’ questions about execution meet real ops, not theory.
Ready to bring a clean alternative to your clients?
This page is intended for CPAs, RIAs, family offices, and other professional intermediaries. Nothing herein constitutes an offer to sell or the solicitation of an offer to buy any security; any such offer will be made only through confidential offering materials to qualified investors and in accordance with applicable securities laws. If general solicitation is used under Rule 506(c), all purchasers must be accredited investors and the issuer must take reasonable steps to verify accredited status before subscription. Endorsements or solicitation activities, if used, will include the disclosures and oversight required by the SEC’s Marketing Rule. Transaction based compensation is not paid to unregistered persons; where compensation is permitted, it is provided only through properly registered channels (e.g., broker dealer or RIA) under written agreements and applicable rules. Investments in private funds are speculative, involve significant risk (including loss of principal), are illiquid, and typically require long holding periods. Past performance is not indicative of future results. The Styles Group and StylesPM do not provide tax, legal, or accounting advice; professionals and clients should consult their own advisors.