Direct Equity Investment

Block Funds offers the ability to invest through direct cash contributions, providing a straightforward and efficient way to participate in institutional-quality commercial real estate opportunities. Investors can deploy capital directly into Block Funds offerings and gain exposure to professionally managed private real estate investments.

To invest, investors simply complete the subscription process and fund their investment through a wire transfer, ACH, or physical check. Our team works closely with each investor throughout the process to help ensure a smooth and efficient experience.

Direct cash investments with Block Funds allow investors to diversify beyond traditional public markets, gain access to private commercial real estate assets, and invest alongside Block Funds principals and institutional partners.

Investing with your IRA

Block Funds offers the ability to invest using self-directed retirement accounts, including Traditional IRAs and Roth IRAs. Investing through an IRA allows you to deploy retirement capital into institutional-quality commercial real estate opportunities while maintaining the potential tax advantages of your retirement account.

To invest with an IRA, you will work with a qualified self-directed IRA custodian of your choosing. Once your account is established and funded, your custodian will facilitate the investment into Block Funds offerings on your behalf. Our team coordinates closely with custodians to help ensure a smooth and efficient process.

Using an IRA to invest with Block Funds enables you to diversify your retirement portfolio beyond traditional stocks and bonds, gain exposure to private commercial real estate assets, and participate alongside Block Funds principals and institutional partners.

If you have questions about investing through an IRA or need assistance coordinating with a custodian, our team is available to help guide you through each step of the process.

1031 Exchange Investments

Block Funds may offer opportunities that are structured to accommodate investors seeking to complete a Section 1031 like-kind exchange. A 1031 exchange allows eligible real estate owners to defer capital gains taxes by reinvesting proceeds from the sale of qualifying property into another qualifying real estate investment, subject to IRS rules and timelines.

For investors completing a 1031 exchange, Block Funds offerings may serve as replacement property options, including access to institutional-quality commercial real estate that can support long-term diversification and passive ownership objectives. All 1031 exchanges must be executed through a qualified intermediary, and strict identification and closing deadlines apply.

Block Funds works closely with investors, qualified intermediaries, and legal and tax advisors to help facilitate the exchange process where applicable. Investors should consult their own tax and legal professionals to determine eligibility, suitability, and compliance with all IRS requirements before pursuing a 1031 exchange.

If you are considering a 1031 exchange and would like to learn more about available opportunities, our team is available to discuss how the process may work within the Block Funds platform.

Joint Venture & Institutional Opportunities

Block Funds partners with institutional investors, family offices, and experienced real estate sponsors to pursue joint venture and structured investment opportunities across commercial real estate assets. These partnerships are designed to align capital, expertise, and long-term investment objectives while leveraging Block Funds' sourcing, underwriting, and asset management capabilities.

Joint venture and institutional investments may be structured to accommodate varying capital commitments, return profiles, governance rights, and investment horizons. Through these arrangements, partners gain access to off-market and selectively sourced opportunities, efficient execution, and disciplined risk management.

Block Funds principals invest alongside partners where appropriate, reinforcing alignment of interests and a shared focus on value creation. Our team works collaboratively with institutional and JV partners throughout the lifecycle of each investment, from acquisition through asset management and exit.

If you represent an institution, family office, or investment group interested in joint venture opportunities with Block Funds, we welcome the opportunity to discuss potential partnerships and customized investment structures.