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CapitalPress.com
Friday, December 31, 2021
Equilus Capital Partners helps customers navigate retirement, investments
By BRENNA WIEGAND
For the Capital Press
Since Joel Frank began
Equilus Capital Partners
in 2017, the private capital
equity fi rm has sourced and
procured income-producing
real estate ventures through-
out the Pacifi c Northwest.
One of their goals is to
help those who have decided
to sell the family farm to cre-
ate an income stream able to
provide for them throughout
the years ahead.
“I hate to see people
who’ve worked hard all their
lives retire and then, as time
goes on, seem to get poorer
and poorer,” said Jake Car-
penter, partner and vice pres-
ident of investor relations. “I
call it the diff erence between
the lake and the river. They
sold their farm; they pay up to
24.3% Capital Gains Tax and
put the rest in checking and
savings accounts and draw a
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Equilus Capital Partners helps guide those selling large properties to create an income stream in the years to
come. The team members, left to right, are Jake Carpenter, Lisa Weede, Paul Bondo, Joel Frank, Rhonda Frank,
Roberto Castro, Jocelyn Frank and Leslie Massey.
monthly amount, but eventu-
ally that lake dries up.
“We focus on educating
and empowering people to be
the decision-makers in build-
ing a strategy to create a river
of income that doesn’t dry
up,” Carpenter said. “Some of
these folks become like fam-
ily to us. It’s not about setting
them up and walking away;
it is walking beside them
throughout their retirement
years.”
Investors receive their
share of the cash available
for distribution in the form
of quarterly dividends along
with the opportunity to partic-
ipate in the capital apprecia-
tion for investments held 7-10
years. Tax deductions from
the depreciation allowance
and other tax benefi ts are also
passed on to the members.
A pivotal issue in selling
large properties is the abil-
ity to avoid the capital gains
tax through an Equilus invest-
ment strategy.
“It puts the tax bill back in
their pocket,” Carpenter said.
“They can then reinvest the
proceeds into income-pro-
ducing real estate without the
use of a 1031 Exchange, pro-
viding passive income and
growth without the investor
having to deal with trash, toi-
lets and tenants.
“A lot of people do not
know if or where the oppor-
tunities are in real estate these
days,” Carpenter said. “They
are very hesitant to invest in
stocks, bonds and mutual
funds and want to remain
invested in real estate. Our
local income-producing real
estate fund provides a great
option for these individuals
desiring to create tax-advan-
taged income, growth and
additional diversity with their
cash.”
Those with large 401(k),
IRA, or other qualifi ed retire-
ment accounts can transfer
those funds penalty free and
tax free into a self-directed
IRA. Self-directed IRAs
allow investors to access
alternative assets such as
income-producing real estate.
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Investment projects are
composed of a bundle of hold-
ings that often include apart-
ments and other multi-fam-
ily dwellings, hotels, mini
storage facilities and solid,
fast-growing companies.
“We help people signifi -
cantly increase the amount
of income they can earn from
the sale of their property,”
Carpenter said.
The company’s current
off ering is the ECP Opportu-
nities Fund I, LP; a $40 mil-
lion fund registered with the
Securities and Exchange
Commission earlier this year.
Under the current trajectory
it appears the off ering will be
completely funded within the
next two years.
“Farmers are just such
amazing people,” Carpen-
ter said. “These people have
turned out a certain way
because of all the blood,
sweat and tears they put into
these farms.
“We just want to see every
dollar work to its full potential
for them.”
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