Source Private Securities

Investor PortalDeal Rooms with offering documents, distributions, updates, and your profile.

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For investors

Deals worth trusting, in one state

Two ways to participate, one relationship with Source. We provide transparency into the people and plans behind each offering.

Tier 1

$50,000 minimum

Accessible entry

A curated set of Texas deals with Source Private Securities as your sponsor and point of contact. Source provides transparency into the people executing each offering through a Deal Room with a Source Diligence Report covering two sections: the Character Review of the people and the Pro Forma Assumption Review of the deal's performance assumptions and return projections. Offerings are structured with downside protection built into the security, and capital is staged against real derisking milestones.

  • Curated Texas offerings through Source Private Securities.
  • A Diligence Report, with Character Review and Pro Forma Assumption Review, in every Deal Room.
  • Downside protection written into the structure, not implied.
  • Investor portal with documents, distributions, and updates in one place.

Tier 2

$1M+ minimum

Strategic Partners

For UHNW individuals, family offices, and pension funds. This is a genuine strategic relationship rather than a subscription product. Terms and access are designed around what a partner at this level actually needs, using the multi-class structuring behind every offering.

  • Direct relationship with Source Private Securities.
  • Class terms shaped to the partner's objectives.
  • Preferred return mechanics, collateral position, tax treatment, and liquidity features as structuring levers.
  • Early visibility into the pipeline.

Tiers and investment profiles are separate choices

Tier 1 and Tier 2 describe how you participate. The investment profile describes how a given offering is expected to return capital. An investor at either tier can land in any profile, depending on the deal and the objective.

Getting started

How you begin investing

Five steps from first conversation to funded. Nothing moves forward until you have seen the people behind the deal and the documents that govern it.

  1. Step 01

    Introduction call

    A short conversation about your objectives, timeline, and how much involvement you want. No pitch on the first call.

  2. Step 02

    Verify accreditation

    Reg D offerings are limited to qualified investors. Accreditation is confirmed through standard third party verification before you see offering documents.

  3. Step 03

    Portal access

    Source provides your investor portal account with the current pipeline, background and performance information on the teams executing each offering, deal terms, and the structuring behind each class.

  4. Step 04

    Review the offering

    Definitive documents, references, and the derisking milestones capital is staged against. Source answers your questions and coordinates with the operating team when needed.

  5. Step 05

    Subscribe and fund

    Subscription documents are signed electronically in the portal, funds are wired to the offering account, and distributions, K-1s, and updates land in the same place.

Nothing here is an offer to sell or a solicitation of an offer to buy a security, and nothing here is investment, financial, legal, tax, or accounting advice. Any offering is made only through definitive offering documents to qualified investors. Real estate investments carry risk, including loss of principal, and no outcome is guaranteed.

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