Bright+ Fund is a private real estate investment fund that combines multifamily, residential, and commercial properties into a single, professionally managed portfolio. The fund is structured to offer passive income, long-term growth, and tax efficiency for accredited investors.

To invest, you must meet the SEC’s definition of an accredited investor, such as:

• Individual net worth over $1 million (excluding primary residence)

• Individual annual income over $200,000 (or $300,000 with a spouse)

• Accredited business entities or trusts

The minimum commitment is $250,000, funded over 2 years. An initial investment of $100,000 is required to begin.

Yes. Bright+ is structured with a REIT subsidiary, allowing investments from IRAs, solo 401(k)s, and other retirement accounts without triggering UBTI (unrelated business taxable income).

The Fund is structured as a limited liability company (LLC). Investors invest in the LLC, which owns the assets in the fund either directly or indirectly. The assets in the fund are managed by Bright Management Entity an entity owned by Lance Brant and Mark Bonnett. The LLC structure enables investors to invest in the Fund with their Self-Directed IRA or Solo 401(k) without having unrelated business income tax (UBIT). Cash flow passes from the property to the Fund which then pays dividends. The Fund then makes distributions to investors based on the number of units they own.

While past performance is not a guarantee of future results, Bright+ targets:

• 5–7% net annual income (distributed monthly)

• 5–8% average annual appreciation

• 10–15% total return target (net of fees)

Investors receive a K-1 form each year. Most distributions are expected to be classified as return of capital or qualified REIT dividends, which can lower taxable income.

Distributions are issued monthly, starting roughly 60 days after your investment is accepted. A DRIP (Dividend Reinvestment Plan) option will be available in 2026.

You’ll receive access to a secure investor portal with quarterly performance reports, asset breakdowns, and account history.

The minimum hold period is 1 year. After that, redemptions are processed quarterly and subject to a sliding-scale discount if withdrawn early.

• Request the Due Diligence Packet

• Schedule a call with our team to review your goals

• Complete your investment documents via our secure portal