Investment Disclosures
Effective Date: January 1, 2026
General Investment Risks
Investing in real estate securities involves substantial risk. The value of your investment may increase or decrease. You may lose some or all of your invested capital. Real estate investments are illiquid by nature and there is no guarantee that a secondary market will be available for trading shares.
Regulatory Status
Securities offered through IVX Holdings LLC are offered pursuant to exemptions from registration under Regulation A+ (Tier 2) and Regulation D (Rule 506(c)) of the Securities Act of 1933, as amended. These offerings have not been approved or disapproved by the SEC or any state securities regulatory authority.
Forward-Looking Statements
All projected returns, expected ROI figures, and estimated rental yields presented on this platform are forward-looking statements based on current assumptions and market conditions. Actual results may differ materially from projections. These figures should not be relied upon as a guarantee of future performance.
Dividend Distributions
Dividend distributions are not guaranteed and depend on the financial performance of the underlying property. Distributions may be reduced, suspended, or eliminated at any time based on property operating results, capital expenditure needs, or market conditions.
Liquidity Risk
While IVX offers a secondary trading market for property shares, there is no guarantee of liquidity. You may not be able to sell your shares when desired or at the price you paid. Hold periods may apply to certain offerings.
Tax Considerations
Real estate investment returns may have tax implications including capital gains tax, ordinary income tax on dividends, and state-specific taxes. Consult a qualified tax advisor regarding your specific situation before investing.
Conflicts of Interest
IVX Holdings and its affiliates may have conflicts of interest in connection with the management and disposition of properties. All material conflicts are disclosed in the relevant offering documents.
Not Investment Advice
Nothing on this platform constitutes investment advice, tax advice, or legal advice. All investment decisions should be made after consultation with qualified financial, tax, and legal professionals.
Contact Our Compliance Team
IVX Holdings LLC — Compliance Department
Email: compliance@ivxholding.com
Email: investors@ivxholding.com