Investment perks are a marketing tactic used by issuers to enhance their offerings and provide a token of appreciation to investors. These perks often come in the form of merchandise or other rewards and are tied to specific investment thresholds.
What are investment perks?
Investment perks are rewards offered by an issuer as part of their marketing strategy. Typically, these perks are provided to investors who meet specific investment thresholds. For example, an issuer might offer, “Investors who invest $1,500 will receive a free t-shirt.” Details of these perks programs are outlined in the offering document.
How to earn perks
To earn perks, you must invest in a property that explicitly states in its offering document that a perks program is available. While additional information about the program may be shared on the web landing page or in-app landing page, the full details will always be found in the offering document.
To qualify for perks, investors need to meet the minimum investment threshold outlined in the offering document. Once the threshold is met, the issuer will fulfill the perk after the campaign closes. The timeframe for fulfillment is also provided in the offering document.
FAQs
Where do the funds for a perks program come from?
Issuers typically use their marketing budgets to fund perks programs. These budgets are separate from funds allocated for property enhancements, property management, or other asset-related expenses.
Can I still get perks if I invest multiple sums of money instead of a single lump sum?
Yes, so long as the net investment amount you have contributed to a single offering meets the issuer’s outlined requirement for a perk.
Are perks accumulative? Do I get multiple perks as I meet various thresholds?
This depends on what the issuer specifies in the offering document. Some issuers may offer cumulative perks, such as: “Invest $1,000 and receive a free hat; invest $2,000 and receive a free hat and t-shirt.” If cumulative perks are not explicitly mentioned, do not assume you will receive perks from previous tiers.
Who is responsible for fulfilling perks?
The issuer is solely responsible for fulfilling perks in accordance with the terms outlined in the offering document.
When can I expect to receive my perks?
Issuers can begin fulfilling perks after a campaign officially closes. The timeline for fulfillment, typically within 90 days of the campaign's end, is outlined in the offering document but may vary by issuer.