Investor Information

Investor Information

Start Investing

Thank you for considering investing through Canopy South Capital Management, LLC. People are our most important assets, and Investors are our most important people. We strive to do all we can to make your involvement with our company as simple, helpful, and profitable as possible.

Who Should Apply?

You should apply to become an investor if you:

  • Are an Accredited Investor
  • Want to diversify your investment portfolios with assets other than stocks, bonds, government securities or cash, but are unsure of the process
  • Are underwhelmed by your current investment returns
  • Don’t have the time, experience or interest to navigate the complexities of real estate investing, but still want to diversify your holdings with real estate components
  • Are looking for the significant value, growth and income real estate investing affords
 

Individuals

Our current investment opportunity, Canopy South Financial, LLC, is limited to Accredited Investors only. These investors are generally defined as:

  • Those with a net worth of $1 million or more, excluding their primary residence

or

  • Have a gross income of $200,000, or if married, $300,000
 

Institutions

Various organizations may qualify as Accredited Investors. These include:

  • Other companies
  • LLCs
  • Partnerships
  • Business trusts
  • Individual trusts
  • Entities composed of individuals who qualify as Accredited Investors

Most of these organizations must have assets in excess of $5,000,000.* 

If you have an organization, trust, company, business or other entity that is considering investing with us, we would be glad to talk with you and review the legal requirements to determine if you qualify. 

* The full definition of an entity that qualifies as an Accredited Investor can be found under Regulation D, Rule 501, of the Securities Act of 1933.


Investing Through Self-Directed Retirement Accounts

You can also invest in real estate and our company using self-directed IRAs. Please don’t overlook this option because the tax savings can be quite significant.  

By using self-directed IRAs, you may be able to defer until retirement any tax consequences that could result from the interest or profits you receive from your investments with us. If you invest using self-directed Roth IRAs, any profits or income you receive may be tax free. These are the same tax advantages you would receive when investing in stocks or bonds in traditional retirement accounts.

We are happy to explain this option further at any point in the process and refer you to reputable companies that administer self-directed accounts. This is a great way to grow your assets in your retirement accounts using real estate income and profits that further your retirement nest egg.


How to Get Involved

Ready to become an investor?

Request a free, no-obligations consultation by filling in the form in the Contact us section of this website, e-mailing us at or calling us at 615 432-2728. We look forward to hearing from you.

A representative will be in touch shortly to discuss investment options and provide more information about our firm. Please include your contact information as well as the best times to reach you.


Important Disclosures

Securities offered by Canopy South Financial, LLC involve a high degree of risk and should be considered only by sophisticated investors who can bear the risk of the loss of their entire investment.  These securities have not been reviewed or approved by United States Securities and Exchange Commission or by any state securities agency, nor have those authorities passed upon the accuracy or adequacy of this website or any other information furnished to prospective investors in connection with this offering.  This offering is open only to “accredited investors” as defined in Rule 501 of Regulation D of the Securities Act of 1933.  These securities are being offered under an exemption from the registration requirements of the Securities Act of 1933 and have not been registered with the United States Securities and Exchange Commission or any state securities agency.  As a result of this exemption, these securities are subject to legal restrictions on transfer, and Canopy South Financial, LLC is not required to comply with certain disclosure requirements that apply to securities that have been registered under the Securities Act.  Prospective investors should not assume that they will be able to liquidate or resell these securities and should be aware that no public market exists for doing so.   Canopy South Financial, LLC is not registered as an investment company under the Investment Company Act of 1940, and investors are not subject to the protections offered by this Act.  Additionally, the Fund Manager, Canopy South Capital Management, LLC, is not registered as an investment advisor under the Investment Advisors Act of 1940. This material contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.  Such statements regarding future events and/or the future performance of the Fund are subject to certain risks and uncertainties that could cause actual events or the actual future results of Canopy South Financial, LLC to differ materially from such forward-looking statements.  Any historical performance data contained herein represents past performance and does not guarantee future results; current and future performance may be different than the performance data presented. Canopy South Financial, LLC is not required to follow any standard methodology when presenting performance data and its performance may not be directly comparable to the performance of other similar funds.  This website provides a limited summary of Canopy South Financial, LLC and is not intended to be a comprehensive overview of its business, operations, risks, or condition, nor is this website intended to represent balanced investment advice.  Interested investors must obtain and carefully read Canopy South Financial, LLC’s Private Placement Memorandum prior to investing.