Get answers to your most burning questions about commercial real estate investing, the HappyNest app, and more.

About HappyNest

Q: What am I investing in?

When you invest in HappyNest, you’re investing in shares of private market real estate or the HappyNest REIT. The more you invest, the more you own.

Q: How is it possible to start investing with only $10?

We set our initial required deposit at just $10 to give everyone the chance to invest.

Q: Does HappyNest cost anything to use?

We charge no monthly fees and no broker fees. So, it doesn’t cost you anything to use our investment app.

Q: Is my bank account information protected?

We securely handle your banking connections through encrypted connections to communicate directly with your financial institutions. In addition, we use cutting-edge technology to protect your personal information and e-mail you if any unusual account activity occurs.

Q: How do I earn money with HappyNest?

The most common way to grow your money is from dividends. We pay at least 90% of our net income in dividends. HappyNest REIT shares can also increase in value over time. When the share value increases, you can capture that value by selling your shares at a future date. Another way to see your money grow is through our referral and reward programs. We run various promotions that allow you to grow your account with little to no hassle. Want to learn more? Send us a note at info@myhappynest.com.

Investing in HappyNest

Q: Who can invest with HappyNest?

Any U.S. citizen or resident with a social security number and who is over 18 years of age.

Q: Can I link a business account?

We are currently not available for businesses yet, but we plan to be in the future. Check back often for updates.

Q: How does HappyNest determine its share price?

All assets are held at cost for the first 12 months. After the initial holding period, there is a semi-annual valuation of the properties in our portfolio which helps determine the REIT’s share price.

The net asset value, also known as NAV, is a firm’s total assets minus its total liabilities. NAV is the fund’s price per share on a specific date or time. Our NAV per share will equal the net aggregate asset value for HappyNest divided by the number of our outstanding shares of common stock as of the end of the most recently completed semi-annual period, subject to the calculation principles relating to the number of our outstanding shares. Generally, our NAV per share will be calculated once every six months, on September 30 and March 31.

For more information, please visit our offering circular.

Q: What is the holding period for my investment?

We have a three-year holding period for all investments. Withdrawal requests will be evaluated case-by-case and are subject to the availability of funds and our share repurchase program.

Q: How can I monitor the performance of my investments?

You can monitor the performance of your investment portfolio through the dashboard. Please make sure your app stays updated to ensure you have access to the latest features.

Q: Can I pick and invest in individual properties?

We offer a portfolio investment option over individual investments to reduce risk and diversify your portfolio.

Q: Can I invest more than $10,000 in one transaction?

Of course! There are just a few easy steps that our friendly support team will help you with. Send us a note at investments@myhappynest.com.

Dividends

Q: What is estimated dividends?

Estimated dividends are the estimated cash distributions that have accrued on your investment but have not yet been paid out in cash. The estimated dividend calculation is equal to the product of the present value of your current investment and a conservative daily growth rate of 0.014%, or approximately 5% annually. The number of compounding periods of interest per year and the amount of time your money has been invested is also considered when determining your estimated dividend.

Q: How often will I receive dividends?

We aim to pay quarterly dividends from earnings generated by the portfolio’s rental income. However, we are an emerging fund and may initially choose to allocate available cash to grow the portfolio before paying out distributions. Therefore, our payment of dividends depends on current market conditions, recent investments or sales, and available cash flow.

By law, REITs like HappyNest must pay a minimum of 90% of their annual net income to their shareholders – that’s you.

Q: What if I don’t want my dividends reinvested?

Investing in the HappyNest platform automatically enrolls you in our dividend reinvestment plan. If you have any questions regarding the dividend reinvestment plan, please contact our team at investments@myhappynest.com