Your client relationship.
You remain the client’s primary financial professional, leading planning, portfolio decisions and the ongoing relationship. We work with your firm on the investment-specific information and operating updates.
FOR WEALTH MANAGERS & FINANCIAL PROFESSIONALS
Your relationships.
Our local expertise.
A shared opportunity.
Offer your clients a local private investment opportunity through a partnership built around your firm. You lead the client relationship. We acquire, improve and operate the properties. Eligible partners receive compensation under an agreed written schedule.
Now inviting financial professionals serving Dickinson County. Start with a direct conversation with Tyler Chartier.
BUILT AROUND YOUR PRACTICE
Expand the conversation.
Keep the relationship.
Your brand at the forefront.
Present the opportunity through firm-branded or co-branded materials prepared for your firm’s review. Your brand leads the client experience; the investment issuer, terms and Yooper Properties’ role remain clearly disclosed.
Our local operating work.
We acquire, improve and operate rental housing in Dickinson County. Your clients can evaluate an investment in the business without taking on day-to-day property management.
THE YOOPER PROPERTIES PARTNER INVITATION
A local opportunity.
A defined role for your firm.
We’re inviting wealth managers, financial advisors and other appropriately authorized professionals serving Dickinson County to evaluate a partnership with Yooper Properties.
- You bring the relationship. Identify clients for whom the investment may be appropriate and lead your firm’s review and advice.
- We bring the operating business. Local property acquisition, improvements and rental operations sit with Yooper Properties.
- We prepare the presentation together. Agree on firm-branded materials, required disclosures and how clients receive investment updates.
- We settle the economics upfront. Document permitted compensation, payment terms and client communication boundaries before introductions.
Our first call covers the business model, your firm’s requirements and the proposed partner terms. The next step is a focused document review with your team.
Start My Partnership ReviewA LOCAL PURPOSE FOR PRIVATE CAPITAL
An agreed rate.
Real work in the 906.
Yooper Properties puts capital to work acquiring, restoring and operating rental homes in Iron Mountain, Kingsford and the surrounding Dickinson County community.
Our investment model is built around a fixed contractual rate for an agreed term. Clients invest in the business; they do not automatically own a building or receive a share of its profits. Property ownership by the business does not itself give investors collateral rights.
Fixed rate does not mean risk-free. Interest payments and principal repayment depend on the issuer’s ability to meet its obligations and are not guaranteed.
Explore our property portfolioFROM INTRODUCTION TO ALIGNMENT
A clear path to working together.
- 01
Meet the team
Share your firm’s approach, client needs and partnership goals. We discuss the fit before any client introduction.
- 02
Review the opportunity
Review the business information, investment terms and risks. Your firm completes its own due diligence and determines whether an opportunity is appropriate for a client.
- 03
Agree on the relationship
Document branding, client contact, information sharing and any permitted compensation. Obtain required firm approvals before presenting an investment.
- 04
Introduce eligible clients
Clients start by requesting investment terms, reviewing the approved offering materials and completing eligibility and subscription requirements. Agree on ongoing communications with the client’s consent.
Earn compensation for eligible participation under a written partner agreement. We agree on your firm’s commission or fee schedule before any compensated introductions, so you can evaluate the economics alongside the opportunity.
- Defined upfront: the amount or formula, who pays, payment timing, renewal treatment and any repayment conditions.
- Appropriate to your role: transaction-based compensation only where legally permitted, with required registrations and firm approvals.
- Transparent to clients: required fee and conflict disclosures, including any effect on investment proceeds or client returns.
Rates are negotiated with each eligible firm. Payment requires an executed agreement, applicable registration and compliance approval.
QUESTIONS FROM FINANCIAL PROFESSIONALS
Know where
everyone stands.
Do I keep my client?
The partnership is designed to keep you as the primary financial professional. Yooper Properties focuses on the investment and property operations. Client contact boundaries and any non-solicitation commitments must be agreed in writing; clients retain their freedom to choose their providers.
Can I white label the investment?
We offer a firm-branded presentation model: educational materials can carry your firm’s branding, with your firm reviewing and approving them before use. The legal issuer, Yooper Properties’ role, investment risks and any compensation remain disclosed. Branding and servicing responsibilities are documented in the partner agreement.
Is the return tied to a building’s performance?
The investment model uses an agreed fixed rate under the investment documents, rather than a share of an individual property’s profits. Stronger property performance does not automatically increase the client’s rate. A fixed contractual rate does not eliminate default risk or guarantee payment.
How does this compare with a bank or credit union?
This is a private business investment, not a savings account or certificate of deposit. Compare the specific rate, term, fees, liquidity and risk against current alternatives. Investments are not FDIC- or NCUA-insured, and principal and interest may be lost. Evaluate the full investment terms alongside the client’s objectives and ability to accept risk.
Who can receive a commission?
Compensation depends on the activities performed, the offering structure, applicable registration requirements and your firm’s approval. Investment adviser registration alone does not establish eligibility to receive securities sales commissions. The partner agreement establishes eligibility, the commission or fee schedule and when compensation is earned.
Can my clients invest today?
Contact Tyler to request investment terms and discuss your clients’ needs. We guide your firm and eligible clients through document review, agreements and onboarding. Funding follows completed checks and verified instructions.
YOUR NEXT STEP · CONNECT WITH TYLER
Let’s put the partnership
on the table.
Contact Tyler Chartier for information about the investment model, your firm’s client relationship and compensation structure.
Email Tyler About a PartnershipTyler@YooperProperties.com
Email Tyler with your firm name and partnership questions. We’ll follow up with information about the investment model and next steps. Please do not include client personal or financial information.