Educational Material

Beyond provides insights and other information so you can invest with confidence in the wide range of asset types, deal flows, strategies, and markets over the Beyond platform. We aim to make the passive income experience truly ‘passive’ while providing access to all the reference, tax reporting forms, and other information you need so you can dive deeper into macro environments, terminology, and other knowledge associated with investing in general and investing with Beyond in particularly. Even deeper-level access to events, training, reporting helps, and other informational value becomes available over the Investor Portal after investing in your first fund! Start a conversation with one of our investor relationship specialists today to advance your portfolio, grow your wealth, and actualize your financial plan! Start a conversation with one of our investor relationship specialists today to advance your portfolio, grow your wealth, and actualize your financial plan!

Investing in Beyond
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Beyond Insights
Events & Webinars
Help Center
Media Kit
Newsletter
  • WHAT IS AN ACCREDITED INVESTOR?

    Under the federal securities laws, only persons who are accredited investors may participate in certain securities offerings. One reason these offerings are limited to accredited investors is to ensure that all participating investors are financially sophisticated and able to fend for themselves or sustain the risk of loss, thus rendering unnecessary the protections that come from a registered offering.

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  • SETTING INVESTMENT GOALS AND RISK TOLERANCES

    The first questions to ask are "What are your investment goals" and "What is your risk tolerance?" These seem like simple questions. In reality they are both very complex questions. The vast majority of investors have never really thought through their goals or risk tolerances

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  • WEALTH CREATION

    How Much Do You Really Need to Retire Wealthy? We’ve probably all heard the story and seen the math, how if today’s newly retired senior citizen had invested a one-time lump-sum of $10,000 in the Dow Jones Industrial Average Index in 1960, it would be worth $736,843 at the end of 1999. This is a compounded return of 11.35%.

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  • GLOSSARY OF REIT INVESTMENT TERMS

    What is a cap rate? It is the rate of return generated on a real estate investment property; NOI (net operating income) divided by the property’s purchase price. This glossary explains some basic definitions associated with investing in REITs (real estate investment trusts).

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Overview

Beyond International is on a mission to supercharge the alternative investment marketplace. We deploy the latest financial technology to design investment structures with the goal of reducing volatility while providing possible hedges against downsides during times of instability. We are continuously adopting new tech to deliver higher yields, expand access to alternative investments, improve liquidity during the exposure period, and deliver purpose-built guidance for qualified investors. We strive to make the markets more transparent, risk more controllable, and portfolio design more efficient to help our clients grow and preserve their wealth.

Year Launched
2020
HQ Location
Irvine, CA
Team Size
40+
Partnership Contact
investment@beyond-wm.com
Press Contact
marketing@beyond-wm.com
Press Releases

April 22, 2022

Beyond International Investor Club Trip to Hawaii April 2022
Beyond International took several members of its Investor Club to Hawaii to enjoy the sites and survey assets in the Beyond Medical and Retail Fund currently open for investment. Investors also participated in seminars to learn more about general investing strategies. Beyond is committed to lowering the investment threshold by providing access to opportunities once only available to institutional investors and educating customers with its series of seminars and events throughout the year.

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Feb 16, 2022

Beyond International Invites Investors to Site Visit in Temecula, CA
Beyond International invited new and existing customers to survey a new investment project site in Temecula on February 16th, 2022. Attendees enjoyed a luncheon prior to embarking on the field trip. Our ecosystem gives our members access to exclusive VIP events, early access to top-shelf products, and other supports.

Beyond International Grand Opening—New Office in Irvine, California
Beyond Holding US, LLC invited new and existing customers to celebrate in its grand-opening event at its new office location. The event also served to commemorate the two-year anniversary of the company’s formation. CEO Jenny Zhan and General Manager Jason Ye delivered speeches and thanked guests for their participation in the event. Beyond was also honored to have Mr. Brad, CEO of United Growth, attend and deliver his congratulatory speech.

Beyond International Issues Dividends for 4Q 2021
Yet again, Beyond International has maintained a 100% on-time issuance of dividends for its various funds, including those for projects in California, Florida, and other areas. Join our mailing list to stay up to date on alternative investment news!

Beyond Company News Page

About

Our International Investors perfectly complement our Domestic Investors. Due to our international expertise, we design some of our investment funds to be tax-exempt for international investors. Therefore, the international pool is happy to receive a capped return on their investment due to the designed tax savings. The final result is that our domestic equity participants get any excess rewards, effectively enhancing the returns of our equity clients. Your returns are enhanced, on a similar risk profile investments as our competitors. A win/win situation, by design.

Our alternative investments portfolio focuses on apartment complexes, single-family houses, data center and communication infrastructure, renewable energy facilities, office buildings, hotels, retail outlet plazas, and other fields. Over 5,000 investors have trusted us with funds totaling over 150 million USD.

Key Features (Beyond Pillars of Performance)

  • Collateralized Exposures: Beyond invests in only those projects offering collateralization to safeguard investments unless otherwise noted in the project documentation.
  • Frequent Distributions: Most funds feature a quarterly distribution of interest or dividend to provide investors with tangible returns.
  • Drilled-Down Due Diligence: Our investment team goes beyond just the basic requirements; we become extremely familiar with sponsors and work to cultivate close communication. We only present projects to our investors that align with our stringent requirements.
  • Vetted Assets: Thorough evaluation on the project property or cumulative asset portfolio and business plan with review of capital allocations, budgets, build/renovation turnaround, entitlement/approval pipeline, and projected returns supported with data of the investment vehicle profile.
  • Flexible Liquidity: Invested principal amounts can be redeemed on at project-specific periods with no redemption fees (see fund descriptions for details).This option generally opens every quarter on a fund-by-fund basis.
  • Short Exposure Period: Generally, our projects range from one to five year investment cycles (investment to exit).
  • High-Quality Partners: The assets under management (AUM) of Beyond International and its affiliates exceeds US$10 billion. No loan defaults or late payouts to date from Beyond.
  • High-Standards: Beyond International's fund operation team and world-renowned fund administration managers, custodian banks, legal advisors, and other functions form the corpus of excellence in our private equity management and trading platform.
Audience

Demographics

70%  United States

20%  China 

5%  Other Asian Countries 

5%  Other- Europe, South America

Media Assets

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Click me to download Glossary of REIT Investment Terms.pdf