The process to prove you are an accredited investor may have gotten easier. Under Rule 506(c), investors must prove they meet the definition of an accredited investor—a step that traditionally required sharing sensitive documents or getting third-party validation.
Change in SEC Process
In March 2025, the SEC clarified that investors in 506(c) offerings can now self-certify their accredited status under certain conditions, provided:
- You invest a minimum of $200,000 (if you’re an individual) or $1 million (if you’re an entity)
- You provide a written statement confirming you’re an accredited investor
- You affirm that the funds you’re using aren’t borrowed for this investment
- The issuer doesn’t have reason to believe otherwise
In other words, you can now participate in privately marketed offerings without handing over tax returns, bank statements, or getting a letter from your CPA—if your investment meets the stated thresholds.
Why the SEC Did This
The SEC’s goal was to strike a balance—maintaining investor protections while making it easier for legitimate investors to participate in 506(c) offerings. Many accredited investors, particularly those writing larger checks, were deterred by the invasive nature of the old verification process. This update helps address that concern.
What it Means for You
This change significantly reduces the friction for qualified investors like you to access private real estate deals offered by Haverkamp Group. It also expands your options when evaluating other alternative investments.
Bottom Line
If you’re an accredited investor looking to take advantage of the opportunities marketed in the private market—like any of the funds with Haverkamp Group—this new guidance makes it faster and simpler to qualify.
