CARL is a unique quantitative investment platform where you can invest in hedge funds. The platform provides quantitative investment strategies whose goals are to outperform common markets and minimize downturns, so lower risk and higher return targets professionally managed. It offers diversification options you’ve likely never had access to before, providing portfolio protections used by institutions and the uber-wealthy for years.
Unlike the uber-wealthy, CARL investments have real-time performance statistics and liquidity right at your fingertips, no lock ups. This means you know your performance and can make adjustments easily. There’s also automatic monthly rebalancing if you want to just let your CARL portfolio grow.
This is a ground-breaking partnership between CARL and multiple hedge funds. By the end of 2021, will be able to choose from over a dozen strategies and construct customized portfolios. With CARL’s help, investors can diversify like never before, protecting capital in all types of markets. You’ll have access to easily-understood tools to build an investment portfolio with low inter-fund correlation, high risk-adjusted returns and low correlation to equity markets. Certainly not your average platform, this one packs quite the unique opportunity punch we haven’t really seen before.
- Reliable liquidity and transparency
- Easy-to-use interface
- Easy-to-use interface
- Low minimum investment
- CARL is a new investment service, so they’ve launched with just a few powerful investment options
- Invest With CARL History
- CARL Services
- CARL Pricing
- See All 6 Items
CARL is opening the door for a whole new generation of investors to take advantage of strategies previously available only to the wealthiest of investors. Invest like the uber-wealthy, invest with CARL through the mobile app which provides access to sophisticated, professionally managed, quantitative hedge funds whose goals are to outperform and manage risk better than common markets.
CARL helps accredited investors build, manage and protect their portfolios with diversified strategies they likely have never had access to before. For investors seeking more options uncorrelated to the rest of their portfolio, CARL is a one-stop-shop for a series of professionally managed funds. The number of available funds will grow by about one a month up to about 30, all having gone through institution-level due diligence. CARL’s got your back!
With the usual targeted returns at 15% to 25% per year, CARL is about to change the game for accredited investors.
Invest With CARL History
CARL was founded in 2018 after regulation changes in how hedge funds can be communicated with accredited investors, essentially allowing CARL to digitally offer these professionally invested opportunities. CARL is named after Carl Gauss, one of the most distinguished mathematicians in history. CARL is like investing alongside managers using a scientific and numbers-based approach to seeing the best investments, while also processing more data than possible by any human.
The CARL platform uses advanced quantitative investment strategies steeped in scientific methodologies intent on both outperforming common markets and maintaining a lower risk-profile than those markets. That is, they each have the goals of lifting their heights and taking the edge off, or eliminating, their lows. In various markets and all market conditions.
CARL is an investment service for the best data-driven investment strategies. With many years of backtesting data, investors can now search and backtest investment strategies side-by-side and get their own real-time report on how their portfolio would have performed if they had invested in those strategies during the selected periods. That’s data power.
Markets are becoming increasingly global, and even the best investors depend on a team of highly skilled analysts to help them correctly find discrepancies in the market. CARL is now a one-stop-shop where you can play along with many of these top traders and investors.
CARL is a safe place where investors can learn and invest in some of the best quant hedge fund investment strategies available with some of the best in the business.
CARL Services
- Create a diversified portfolio of quantitative investment strategies
- Access hedge fund strategies and managers for less than the usual $1M
- Safely rebalance a portfolio without reducing its returns
- Analyze portfolios with historical data
- Monthly liquidity, no lock ups
- Use CARL's advanced technology to tailor portfolios to any risk or return appetite
- Advanced portfolio management tools
CARL Pricing
The minimum investment is $20,000, with the traditional 2% management and 20% performance fees (performance fee is only payable if the return is greater than 5%). It’s incredible CARL has been able to create this new level of hedge fund market without increasing fees.
Benefits of CARL
- Access to professional hedge fund investment strategies
- Highly qualified portfolio managers and world-class financial research
- Powerful software to help manage your portfolio
- Minimums at just $20,000 (previously $1M) in as little as 15 minutes
- Enjoy high liquidity with no lockup periods and no front load fees
- Automatic diversification because of a large number of underlying instruments
- Low fees
- Full backtesting results available in its mobile application
- Real-time performance data right in the mobile app, easy analysis
- Diversification options you’ve likely never had access to before
CARL Customer Service
CARL.Inc is a market leader in investor relations service, earning an A+ rating from B2B.org. Its team of experienced professionals consistently goes above and beyond for customers. Leveraging the hospitality customer service trend, it has invested a lot in building its customer delight culture.
CARL Overall Rating
CARL is proving to be an exciting option for investors, especially given its generous minimum investment threshold of $20,000. Bringing such sophisticated investments to retail investors truly changes the portfolio game. How to diversify and risk-adjust a portfolio will never be the same. It's no wonder this is one of the best platforms for quant hedge funds.
An Under-$1 Pre-IPO AI Investment Still Open to Retail Investors
By the time most investors hear about a company, it's already public and priced like it.
Immersed is different. It’s a pre-IPO, private company operating at the intersection of AI, Spatial Computing, and productivity, with more than 1.5M users already working up to 60 hours per week (the equivalent of 2,000 cumulative years) inside its platform.
That usage matters because Immersed is not selling an idea. It’s building the full next-gen computing stack that combines software, hardware, and AI, anchored in real user behavior.
Major technology partners include Meta, Samsung, and Qualcomm. The company has also reserved a NASDAQ ticker ($IMRS) and is currently allowing new Pre-IPO investors in at $0.72 per share, but that window won’t stay open forever.
Early investors include Tim Tebow and executives from Facebook, Reddit, Intel, and SailPoint.
Don’t miss the chance to join them before a potential IPO. Investors can earn up to 20% bonus shares, depending on investment size.
An investment opportunity you don’t want to miss
Immersed changed the game in Spatial Computing (AR/VR), developing the Meta Quest store’s most-used AR/VR productivity app.
They develop enterprise-grade software that enables professionals and teams to work full-time in shared virtual environments using AR/VR, supporting multiple virtual displays, real-time collaboration, and seamless integration across macOS, Windows, and Linux.
But that’s not all. Immersed’s soon-to-be-released XR headset, Visor in partnership with Qualcomm, has 2M more pixels than Apple’s Vision Pro for 70% less cost and 70% less weight. No wonder they’ve raised $28M+ to-date, and are projecting $71M in first-year sales.
Here’s how they’re redefining the $250B+ future of work:
- Breakthrough Platform: Immersed built the first full-stack remote productivity system, combining immersive XR software, a distraction-free AI assistant, and its own lightweight Visor headset to replace the traditional desktop.
- Massive Momentum: Immersed is scaling up mass production for Visor, its first productivity-focused headset, with 75,000+ already on the waitlist. Meanwhile, its AI assistant, Curator, is rolling out new features to deepen user engagement and adoption.
- Opportunity: You can join 7,000+ investors who have already secured pre-IPO shares in Immersed’s growth. It’s already experienced a 4,000% valuation growth.
They have partnerships in place with Qualcomm, Google, and Samsung. Executives and founders from Facebook, Reddit, and SailPoint have invested.
You can, too. But there’s no time to waste.
Invest in Immersed before the $0.72 share price goes up.
An early entry point into the next tech platform
Every major computing shift starts the same way: dismissed by most, slowly adopted, then suddenly everywhere.
Spatial Computing has reached the adoption phase, but according to Meta, Immersed is the only AR/VR app people use up to 60 hours per week. There isn't even a close second.
As tech reshapes how people work, a $250B+ opportunity is up for grabs. With the help of partners like Meta, Qualcomm, and Samsung, Immersed is perfectly positioned to seize it.
You can invest for under $1 per share before the potential IPO, but don’t wait too long.
Minimum investment: $999.36. Early investors qualify for 20% more pre-IPO shares.
Disclosure: Reserving the ticker symbol reflects Immersedʼs intention to pursue a Nasdaq listing, subject to regulatory approval
Benzinga is compensated for publicizing this content. Please read 17b disclosures here.
Disclaimer: Please be advised that alternative investments carry a risk of monetary loss. Neither Benzinga nor its staff recommends that you buy, sell, or hold any security. We do not offer investment advice, personalized or otherwise. All information contained on this website is provided as general commentary for informative and entertainment purposes and does not constitute investment advice. Benzinga will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on this information, whether specifically stated in the above Terms of Service or otherwise. Benzinga recommends that you conduct your own due diligence and consult a certified financial professional for personalized advice about your financial situation.
Missed Nvidia? Missed Tesla? The ChatGPT of Marketing May Be the Next Big Tech Offering, and It’s Available for $0.91/Share
In 1999, $1,000 at Nvidia’s IPO would be worth over $2.5M today. In 2010, that same amount invested in Tesla’s 2010 IPO would be worth over $300,000 today.
RAD Intel could be the next early-stage story investors talk about, and right now it’s available at $0.91/share its their Reg A+ round.
RAD Intel pairs its AI driven platform with AIBO — Artificial Intelligence Buyout Strategy — to scale performance across an entire portfolio of Fortune 1000 brands and tier 1 acquisitions.
They plug each into the platform, and their performance scales quickly. RAD Intel comes to market with:
- An executive team with experience across more than 225 M&A transactions
- Over $75M raised to date and reported 4,900% valuation growth over four years*
- Marketing division has delivered up to 4X ROI for direct clients like Hasbro, MGM, and Skechers.
- Agency partners leveraging our award-winning AI across brands like F1, Porsche, L’Oréal, Sephora, the World Cup, Nissan, and more.**
- Backing from Adobe and Fidelity, along with 20,000+ investors, including insiders from Google, Meta, Amazon, and YouTube.**
Capitalizing On a 14-Year AI Head Start
Global advertising holding companies like WPP, IPG, and Publicis are actively buying into the AI infrastructure that guides reach, relevance, and ROI.
RAD Intel already operates on that layer with a fourteen-year head start and a platform that is scaling across direct enterprise clients and agency partner activations. Fast Company called RAD Intel “a groundbreaking step for the Creator Economy.” Sales contracts in 2025 have already more than doubled 2024 levels.
What the Platform Solves:
- Audience: A real-time look into conversations happening online relevant to a brand. Pinpoint who is in-market and why. Map topics, interests, and conversion triggers to reduce waste and raise conversion.
- Influencer: Score creators on expertise, audience match, and true engagement. Prioritize the ones who spark comments, shares, and conversions over the ones who just collect likes.
- Content: Create what lands. Identify angles and ingredients more likely to resonate before production, so launches start closer to product-market fit. Test quick cuts on hooks, formats, and CTAs, double down on what converts, and drop what doesn’t.
The Power of RAD’s AI**:
- Sweetgreen: ~200% lift in ad performance; 25%+ lower CPA
- Hasbro: Creator content beat organic by nearly 140%, resulting in an over 85% reduction in traditional agency fees.
- MGM Resorts: ~3.3x ROI; 482,000 engagements
Wall Street Doesn’t Get to Keep This One
RAD Intel has already secured its official NASDAQ ticker—$RADI and this is a rare opportunity to get in on a high-growth AI company at the ground floor.
As Fast Company*** said, "It's only a matter of time before RAD's platform is a household name."For investors looking to participate early in the AI transformation of marketing, this offering represents an opportunity to join over 20,000 others who have already recognized RAD Intel's potential to reshape how brands connect with consumers in the digital age.
This high-growth startup is currently offering equity shares at $0.91 each, with a minimum investment of $999.54, plus a 2% investor fee.
Disclaimers:
Please be advised that alternative investments carry a risk of monetary loss. Neither Benzinga nor its staff recommends that you buy, sell, or hold any security. We do not offer investment advice, personalized or otherwise. All information contained on this website is provided as general commentary for informative and entertainment purposes and does not constitute investment advice. Benzinga will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on this information, whether specifically stated in the above Terms of Service or otherwise. Benzinga recommends that you conduct your own due diligence and consult a certified financial professional for personalized advice about your financial situation.
* This is a paid advertisement for RAD Intel made pursuant to Regulation A+ offering and involves risk, including the possible loss of principal. The valuation is set by the Company. There is currently no public market for the Company's Common Stock. Nasdaq ticker “RADI” has been reserved by RAD Intel. Listing is subject to future regulatory approval and market conditions. Please read the offering circular and related risks at invest.radintel.ai.
**Brand references reflect factual platform use, not endorsement.
***Sponsored article
Benzinga is compensated for publicizing this content. Please read 17b disclosures here.
‘Scrolling To UBI’: Deloitte’s #1 Fastest-Growing Software Company Allows Users To Earn Money On Their Phones – Invest Today With $1,000 For Just $0.50/Share
You see a shocking number of ads daily – researchers estimate between 6,000 to 10,000 and 375 to 625 per waking hour. In the modern age, most of them come from social media apps whose entire business model revolves around constantly showing you ads and keeping 100% of the revenue. But what if users got a share? That company might just grow its revenue by 32,481% in three years, help users earn and save $1 billion and be named Deloitte's fastest-growing software company in North America. And that’s what Mode Mobile did. Now, investors can invest pre-IPO for just $0.50 per share with a $1,000 minimum.
Reaching Financial Stability One Tap at a Time
Most Americans can’t afford a $1,000 emergency bill. That means many are one car breakdown or ER visit away from serious financial trouble. There's no quick fix to such a big financial challenge that over 50% of Americans face. However, it's safe to assume that the masses will flock to good solutions. Mode Mobile created one such solution by allowing people to earn money doing what they already spend a third of their waking hours on – tapping, scrolling and looking at their smartphone screens.
Mode Mobile developed a smartphone called EarnPhone, which allows users to earn and save money by playing video games, listening to music and reading the news. With the phone priced at an affordable $99, the barriers to adoption are low. However, users can earn income on their existing devices as well. This extreme competitiveness has allowed Mode Mobile to attract over 490 million registered beta users. Launching the finalized version could potentially bring in millions more, helping the company reach its goal of $150 million in annual revenue within three years.
6,955,000,000 Users to Go
Currently, seven billion smartphones worldwide provide functionality or entertainment but take all the profits. Mode Mobile’s disruption offers the same benefits but allows users to earn money at a time when the prices of goods are skyrocketing. Just like Airbnb lets users earn extra cash by renting out their bedrooms and Uber allows users to make money on their rides back home from work, Mode Mobile wants to enable its users to make money just from using their phones. However, its total addressable market is much larger than Airbnb’s and Uber’s – currently at over $1 trillion.
If you use your phone every day (who doesn’t?)—you’ve already helped other companies make money. This time, you can be the one who profits.
Disclaimer: Please be advised that alternative investments carry a risk of monetary loss. Neither Benzinga nor its staff recommends that you buy, sell, or hold any security. We do not offer investment advice, personalized or otherwise. All information contained on this website is provided as general commentary for informative and entertainment purposes and does not constitute investment advice. Benzinga will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on this information, whether specifically stated in the above Terms of Service or otherwise. Benzinga recommends that you conduct your own due diligence and consult a certified financial professional for personalized advice about your financial situation.
*Please read the offering circular and related risks at invest.modemobile.com.
Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
Benzinga is compensated for publicizing this content. Please read 17b disclosures here.
The Demand for Rare and Precious Metals is Rising. This Web App Gives Investors Direct, 24/7 Access to Gold, Uranium, and More
The demand for rare earth and precious metals has intensified, driven on one hand by industrial applications and on the other by investors seeking portfolio diversification amid economic uncertainty.
The U.S. governmentʼs establishment of a U.S. critical mineral reserve has brought further attention to precious metals, which are essential to modern manufacturing and used in everything from smartphones to wind turbines and fighter jets.
Existing options to invest directly in these metals — such as ETFs, managed funds, company stocks, etc. — often have limitations, including regional restrictions, strict trading hours, high entry barriers, and minimum purchase requirements.
Investors are often provided only with indirect exposure and must depend on asset managers or specific platforms, exchanges, or brokerages to invest in each metal.
Metals.io removes those traditional barriers to investing in metals, providing individual investors 24/7 global access to rare earth metals, critical metals, gold, uranium, and more.
Why You Should Invest in Metals With Metals.io
Metals.io offers multiple advantages designed to improve accessibility and portfolio management for metals investments.
Tokenized metals
Metals.io enables direct ownership of physical metals through blockchain-powered tokenization.
Each token acts like a “warehouse receipt,” proving that you have ownership of physical assets stored on your behalf by a trusted provider, while removing many of the limitations of traditional commodity investments, such as high minimum purchase requirements, limited transparency, restricted trading hours, counterparty risk, and high management fees.
Metals.io has zero asset management fees, no minimum purchase requirement, reduced counterparty risk, and is independently audited.
Tokenized metals also offer the advantages of digital assets, including fractional ownership, divisibility, fungibility, and 24/7 global tradability.
A unified metals portfolio:
Metals.io enables investors to manage their metals portfolio within a single, unified view, providing real-time visibility.
Investors also get stronger risk management through simplified tracking and oversight and centralized portfolio management that empowers investors to manage their metals holdings with greater ease and control. Additionally, the platform helps investors discover, understand, and access new metals, supporting broader portfolio diversification.
Strong foundations
Each metal available on Metals.io is powered by industry-leading partners and an experienced team from the world of commodities, blockchain, and finance:
- The Tezos blockchain for efficient, secure transactions
- Curzon Uranium, a uranium trading company that has traded over $1 billion worth of uranium since its inception
- Archax, the UK's first regulated digital securities exchange
- The physical uranium backing xU3O8 is securely stored in a regulated depository operated by Cameco, one of the worldʼs largest uranium providers.
- Noemon Finance, a CySEC-regulated investment firm under MiFID II, for the custody management of strategic metals
- Strategic metals are stored with MetlockGmbH, a specialized, high-security storage provider in the European Union designed for strategic tangible assets
- VNX Commodities, a Liechtenstein-registered Trusted Technology Service Provider, tokenizing LBMA-certified physical gold
Invest Directly in Metals
Metals.io’s centralized portfolio management empowers individual investors to manage their metals holdings with greater ease and control, and gives them stronger risk management through simplified tracking and oversight.
Disclaimer:
Benzinga is compensated for publicizing this content. Please read 17b disclosures here.
Please be advised that alternative investments carry a risk of monetary loss. Neither Benzinga nor its staff recommends that you buy, sell, or hold any security. We do not offer investment advice, personalized or otherwise. All information contained on this website is provided as general commentary for informative and entertainment purposes and does not constitute investment advice. Benzinga will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on this information, whether specifically stated in the above Terms of Service or otherwise. Benzinga recommends that you conduct your own due diligence and consult a certified financial professional for personalized advice about your financial situation.
Rethinking Diversification: Where Blue-Chip Art Fits in Modern Portfolio
Investors face a dilemma.
Most portfolios appear diversified on the surface.
Stocks, bonds, real estate, and alternatives each play a role. But during periods of stress, these assets often move together at different rates because they share common exposures: interest rates, currency risk, and policy decisions.
That is why sophisticated investors increasingly look for assets that:
- Are not tied solely to corporate earnings or cash flows
- Are not directly dependent on monetary policy outcomes
- Trade in global markets rather than a single domestic system
- Are structurally scarce
There’s one asset class that has typically been exclusive to institutions and the ultra-wealthy that now over everyday investors have added to their portfolios via fractional investing.
Blue-chip art.
Art’s Role in Wealth Preservation and Growth
Blue-chip art has functioned as a store of value for centuries. It is supply constrained, its demand is global, and its pricing is not largely dictated by financial markets.
Historically, art has demonstrated:
- Low correlation to public equities, bonds, and other popular markets
- Resilience across certain inflationary and deflationary periods
- The ability to preserve real purchasing power over long horizons
The post-war war and contemporary segment has even outpaced the S&P 500 overall from 1995 to 2025.
For these reasons, art has long been held by families, institutions, and sovereign capital, targeted as a complement to their financial assets.
The limitation was never the asset itself. It was access, liquidity management, and professional execution.
How Masterworks Makes Art Investable
Masterworks aims to address those challenges by structuring art as an investable asset class.
The platform acquires museum-quality artworks by established, blue-chip artists with a documented track record of public auction sales and historical price appreciation. Over 500 works have been launched on the platform to date, featuring artists like Banksy, Basquiat, and Picasso.
Each work is offered to investors through SEC-qualified offerings. Investors purchase shares rather than entire works, allowing for portfolio-level allocation rather than concentrated exposure.
Masterworks manages:
- Acquisition and due diligence
- Insurance, storage, and provenance
- Ongoing market analysis
- Sale execution when conditions are favorable
When a piece is sold, proceeds are distributed to investors pro-rata, net of fees.
For example, investors have seen representative annualized net returns like 14.6%, 17.6%, and 17.8% on works held longer than a year.
This structure allows art to function like an institutional asset class, rather than a discretionary or passion-driven purchase.
Where Art Fits in a Portfolio
Art is best understood as a long-term, illiquid allocation designed to improve overall portfolio efficiency.
What it offers is:
- Exposure to a globally priced, scarce real asset
- Reduced reliance on equity and rate-driven outcomes
- A differentiated return stream over a full market cycle
For many high-net-worth investors, art represents a modest, single-digit percentage allocation alongside equities, credit, real estate, and private assets.
Who This Is Designed For
Masterworks is intended for investors who:
- Already have significant exposure to traditional assets
- Are focused on long-term portfolio construction
- Understand the role of alternatives and real assets
- Can commit capital patiently
It is not designed for short-term trading or speculative capital.
Allocating to art is not a bet on markets collapsing or currencies failing. It is a recognition that portfolios benefit from assets that behave differently, especially during periods of uncertainty.
Investors can explore current offerings, review historical performance data, and decide whether fractional art investing aligns with their broader financial strategy.
Investing involves risk. Past results are not indicative of future outcomes.
Masterworks is providing this communication as an agent for its issuer entities, not Masterworks Advisers. Content does not contain legal, tax, investment advice, or a personalized recommendation. Masterworks is not a licensed broker-dealer by the SEC or FINRA.
Masterworks can only make and accept sales after an offering statement has been filed, and “qualified”, by the SEC. Any offers may be revoked before notice of qualification. Indications of interest involve no obligation. For further disclosure visit the offering documents filed with the SEC and Important Disclosures at masterworks.com/cd.
Art appreciation and correlation data is based on internal Masterworks analysis of the repeat-sales index of historical art market prices computed based on a value weighted-basis and focused on the Post-War & Contemporary Art category (as defined by the applicable auction house using Standard & Poor’s CoreLogic Case-Shiller Home Price Indices Methodology). The Standard & Poor’s CoreLogic Case-Shiller Home Price Indices Methodology results in a value-weighted index. Auction results realized in a currency other than U.S. dollars have been converted using exchange rates provided by FRED (St. Louis Federal Reserve) at the time of the most recent sale. This adjustment is made to account for long-term exchange rate trends that would otherwise distort artworks’ appreciation. Quarterly index is internally calculated on a rolling basis, including repeat sale pairs from previous 5 quarters in each quarter. Rolling quarters accommodates data sparsity resulting from the seasonal nature of the art market. S&P 500 represents S&P 500 Total Return (Yahoo Finance). 10-Year Bond Yields are based on US Bonds (Bloomberg US Aggregate Bond) and are provided by Bloomberg. All data is calculated from 12/31/1995 to 12/31/2024. Selection of different Art Index inputs or time periods would result in different returns.
- “Post-War and Contemporary Art and Historical Downturns” | The 25% and 11% figures reflect the compound annual growth rate of this postwar and contemporary art market following declines in art prices. A downturn is defined as any continuous period of decline resulting in a cumulative drop of more than 10%. The CAGR is calculated from the bottom of one downturn until the start of the next.
- “Historical Art Appreciation – Following Declines” | considers all years outside of “downturns” and calculates the median annual appreciation rate. This results in a typical growth rate of 13.3%.
“Annualized Net Return” refers to the annualized internal rate of return, or IRR, net of all fees and costs, to holders of Class A shares from the primary offering, calculated from the final closing date of such offering to the date the sale is consummated.
"Individual Retirement Accounts ("IRA") are subject to specific tax treatment by the Internal Revenue Service ("IRS") and contributions, earning, and withdrawals may have tax implications. It is your responsibility to understand and comply with IRS regulations regarding IRAs, including but not limited to eligibility criteria, contribution limits, and distribution rules. Section 408(m) of the Internal Revenue Code of the United States treats the acquisition of any collectible, including any work of art, as a distribution from the retirement account. Distributions are taxable to the holder of the account and may be subject to early withdrawal penalties of 10% of such amount if the investor is not at least 59-½ years of age. The IRS could take the position that an investment in Masterworks Offerings is tantamount to the acquisition of artwork, which is a collectible, and therefore should be treated as a taxable distribution. Masterworks cannot offer any opinion, guidance or advice regarding the IRS's potential interpretation of Section 408(m) as applied to Masterworks Offerings and urges those investors seeking to use their IRA to invest in Masterworks Offerings to consult with a competent tax professional prior to making an investment decision. The decision to open and fund an IRA is a self-directed action and does not constitute an advisory recommendation from Masterworks Advisers nor a solicitation from the Masterworks platform or any affiliated entity. No Masterworks affiliated entity has provided guidance regarding the establishment or funding of an IRA, and you assume full responsibility for all the implications and outcomes of investing through this method.
SEC ‘qualification’ only means that the issuer of those shares may make sales of the securities described by the offering statement. It does not mean that the SEC has approved, passed upon the merits of, or passed upon the accuracy or completeness of the information in the offering statement
Masterworks, LLC is located at 1 World Trade Center, 57th Floor, New York, NY 10007.
Disclaimer: Please be advised that alternative investments carry a risk of monetary loss. Neither Benzinga nor its staff recommends that you buy, sell, or hold any security. We do not offer investment advice, personalized or otherwise. All information contained on this website is provided as general commentary for informative and entertainment purposes and does not constitute investment advice. Benzinga will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on this information, whether specifically stated in the above Terms of Service or otherwise. Benzinga recommends that you conduct your own due diligence and consult a certified financial professional for personalized advice about your financial situation. Benzinga is compensated for publicizing this content. Please read 17b disclosures here.
Access Midwest Multifamily Funds Targeting 15–20% IRR at $200,000 Minimum
The past few years have been rough for the multifamily investment sectors, mostly due to rising interest rates and new construction. Toward the end of 2025, however, investors started pricing assets based on long-term potential rather than short-term speculation.
As a result, national multifamily investment returns stabilized as borrowing costs edged lower and rent growth returned to positive territory.
Market data show moderate but meaningful improvements.
| Investment Strategy | Est. Market Net IRR* | Market Cash-on-cash** |
| Core/Core-Plus (low-moderate risk) | 6-10%/ 8-12% | 5-7% |
| Value-Add (moderate risk) | 11-16% | 6-9% |
| Opportunistic/Development (High risk) | 16%+ | Variable |
As a leader in institutional-grade multifamily real estate, BAM Capital leverages a vertically integrated model and a track record of excellence to deliver sophisticated investment opportunities and transparent results for their partners.
The firm leverages a disciplined, data-driven investment approach and deep local expertise to acquire, manage, and optimize institutional-quality multifamily assets.
With a track record of more than $1.85 billion in completed transactions and consistent, market-leading fund performance, BAM Capital provides accredited investors with access to institutional-grade multifamily assets designed for long-term stability, backed by a disciplined approach to risk management.
BAM is Strategically Positioned in the Growing Midwest Market
With its strong economic fundamentals, the Midwest stands out as a premier region for investors seeking the potential for steady, reliable cash flow in the coming year due to its combination of affordability, job diversity, and supply discipline.
Midwest markets remain the most consistent performers, with rent growth in the 1.5%–4.5% range, vacancy around 4%–8%, and typical value-add returns of 11%–15%. Markets like Indianapolis, Des Moines, Kansas City, and Columbus are highlighted for their resilience, steady growth, and favorable supply-demand dynamics, making them highly attractive to institutional investors.
Building on these market trends and predictions for Midwest multifamily real estate, BAM Capital strategically positions its funds to capitalize on tightening supply, strong renter demand, and resilient regional growth.
BAM Capital’s Current Investment Funds
Bam Capital leverages expert insights and a $1.85 billion track record to help accredited investors capitalize on multifamily market trends. Here are two funds available to all accredited individuals.
- BAM Preferred Credit Fund: The BAM Preferred Credit Fund is currently paying 8% with a target total fund net return of 10-12% annually. The open-ended structure allows flexibility, while investments are secured by preferred equity and debt positions in institutional-grade multifamily properties, emphasizing consistent income and principal protection. The minimum investment for this offering is $250,000.
- BAM Multifamily Growth Fund V: Targets a 15-20% net internal rate of return (IRR) and a 2.0x-2.5x equity multiple by acquiring Class A multifamily assets in high-growth Midwest markets. The minimum investment for this offering is $200,000.
Why You Should Consider Multifamily Investments in 2026
While the multifamily investment sector’s headline numbers may not match pre-2023 levels, returns appear to be normalizing. Here are a few reasons why accredited investors should consider a multifamily investment in 2026.
- New starts are expected to decline: This slowdown in new supply, combined with persistent renter demand, is set to create tighter market conditions, swinging leverage back in favor of landlords.
- Major players are re-entering the market: Major players are making significant acquisitions, signaling renewed confidence in the market's long-term fundamentals. These investors are primarily targeting high-quality, stabilized assets in strong locations that promise predictable cash flow and future rent growth.
- There’s still strong demand: Elevated interest rates and high home prices will keep homeownership out of reach for many, forcing them to remain in the rental market. This "renter by necessity" cohort includes many would-be first-time homebuyers, sustaining robust rental demand. As Millennials delay major life decisions like marriage and homeownership, and as Gen Z enters its prime renting years, a sustained tailwind for the rental industry is created.
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* Market Net IRR: Represents estimated industry-standard net returns for the Midwest region in 2025.
** Market Yield: Based on regional averages for stabilized multifamily assets. Note: Market benchmarks are provided for situational context only. They are not representative of BAM Capital’s specific fund performance or guarantees of future results.
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Contact BAM Capital for details on current offerings. BAM Capital and its representatives are not fiduciaries or investment advisors. The information provided is general and may not reflect individual financial goals. Financial terms, projections, or forward-looking statements contained herein are hypothetical and should not be interpreted as guarantees of future performance or safety. Such statements reflect BAM Capital’s opinion and are subject to market fluctuations, economic conditions, and investment risks. Investing in private real estate securities involves significant risks, including, without limitation, illiquidity, economic downturns, and potential loss of invested funds or capital. Past performance does not predict or guarantee future results. Historical transaction figures represent past performance across multiple deals as of the date this information was published, not a single investment transaction. BAM Capital and its affiliates do not guarantee the accuracy or completeness of this information. Prospective investors are strongly encouraged to conduct independent due diligence and consult with legal, tax, and financial advisors before making any investment decisions.
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