The Ultimate Investor Onboarding Guide

The Ultimate Investor Onboarding Guide: What to Expect When Partnering with Goodin Development

At Goodin Development, we take a thoughtful, intentional approach to real estate investing. If you’re considering becoming an investor with us, you’re not just putting capital into a project—you’re partnering with a team that prioritizes impact, transparency, and sustainable growth. This guide outlines what you can expect during the investor onboarding process, helping you navigate your journey with confidence and clarity.

Understanding Our Investment Philosophy

Before onboarding begins, it’s important to align on values. At Goodin Development, our projects are grounded in community impact and long-term value creation. We focus on developing real estate that enhances neighborhoods, supports affordability, and promotes equity—without compromising returns.

Our goal is to build a portfolio that reflects smart growth, fiscal responsibility, and tangible benefits for the communities we serve. As a prospective investor, you’ll be joining a network of like-minded individuals who understand that investment isn’t just financial—it’s transformational.

Our Investment Philosophy

Step 1: Initial Interest and Discovery

The onboarding process begins with your expression of interest. Whether you’ve reached out through our website or been referred by an existing partner, the first step is a discovery call with our team. During this call, we’ll explore your investment goals, experience, and values. This is a two-way conversation—just as you’re assessing us, we’re also ensuring alignment to create a productive, values-driven partnership.

We’ll also walk you through our current and upcoming projects, typical deal structures, return expectations, and timelines. Transparency is key, and we encourage you to ask as many questions as needed to feel confident moving forward.

Step 2: Accreditation and Qualification

Next, we’ll verify your status as an accredited investor. This step is necessary to comply with SEC regulations and ensure you’re eligible to participate in our offerings. We may require financial documentation or third-party verification, depending on the investment structure.

We also discuss risk tolerance, investment horizon, and capital availability to ensure each opportunity fits your broader financial strategy. Our team provides guidance to help you understand how your investment aligns with your goals.

Step 3: Reviewing the Investment Opportunity

Once verified, you’ll receive access to our current investment offering package. This includes:

  • Project overview and financial projections
  • Market and demographic analysis
  • Legal documents (PPM, subscription agreement, and operating agreement)
  • Our community impact strategy

We host webinars or one-on-one sessions to walk through the offering in detail, allowing you to review documents and financials before making a decision. Our team is always available to answer any questions, ensuring you’re fully informed before committing.

Step 4: Signing and Funding

Once you’ve decided to invest, you’ll complete and sign the subscription agreement and associated legal documents. We use a secure digital platform for signatures and data handling to streamline this step.

After signing, we’ll provide funding instructions and deadlines. Our investor relations team works closely with you to confirm receipt and keep you informed throughout this process. You’ll also receive a welcome packet that outlines your ownership share, investment timeline, key milestones, and contact points.

Step 5: Ongoing Communication and Reporting

Investor relations doesn’t end after the capital is deployed. We maintain regular communication through:

  • Quarterly performance reports
  • Project milestone updates
  • Annual K-1 tax documents
  • Impact summaries outlining community benefits

We’re committed to transparency and will always provide honest assessments of progress, challenges, and opportunities. As an investor, you’re an essential stakeholder, and we aim to foster long-term relationships built on trust.

Step 6: Project Lifecycle and Exit

Each investment comes with a projected timeline, typically ranging from 3 to 7 years, depending on the project type. Throughout this period, you’ll be kept informed of leasing progress, occupancy rates, and any key financial events like refinancing or property disposition.

At the project’s conclusion, we distribute returns based on the waterfall structure outlined in the operating agreement. This includes return of capital and any preferred or profit-sharing distributions. A detailed final report is also provided, summarizing performance metrics and impact outcomes.

Why Partner with Goodin Development?

We aren’t just building structures—we’re building community wealth. Our team blends experience in real estate, finance, and community development to create investment opportunities that generate meaningful returns—financially and socially.

Investors choose us because we provide:

  • A mission-driven investment model
  • Rigorous due diligence and underwriting
  • Community-first development strategies
  • Transparent communication and reporting

We’re honored to work with investors who share our vision for equitable development and long-term impact. Every dollar invested with us contributes to a more inclusive, sustainable future.

Ready to Get Started?

If you’re ready to take the next step, we invite you to begin the conversation with our team. Let’s explore how we can build something transformative—together.

Contact us today to schedule your introductory call and begin your investor journey with Goodin Development.