CONNECT ROLLOVER NOTES
How to Keep Your Money Working with Rollover Notes
Invest in a Rollover Note and begin earning fixed monthly income, like a standard note.
When your 6-month term ends, your principal rolls into a new note.
You stay in control, opt out at least 30 days before maturity to withdraw your principal.
You're never locked in beyond a single 6-month term.
Keep Your Money Working
If you stay in, your principal rolls into a new note automatically, no extra steps.
Earn a Competitive Fixed Rate
Rollover Notes offer a fixed rate of 7.75% APY as a bonus for letting it ride.
Set It and Forget It
No manual transfers. No ongoing management.
✔ Fixed monthly income
✔ A built-in checkpoint every 6 months
✔ Automatic reinvestment
✔ A hands-off investment experience
✖ Owning or managing property
✖ Repairs, maintenance, or surprises
✖ Tenants, leases, or vacancies
✖ Long-term lockups or commitments
Why Investors Choose Rollover Notes
Frequently Asked Questions
Rollover Notes function like standard 6-month notes, with one key difference: at the end of each term, your principal is automatically reinvested into a new note. This allows your investment to continue earning without needing to log in, reapply, or move funds manually.
Yes. You can choose to withdraw your principal at the end of any 6-month term by opting out at least 30 days before maturity. This gives you a built-in opportunity to access your funds on a regular schedule.
Rollover Notes invest into new notes at the current available rate at the time of each rollover. While rates may change over time, you’ll always see the current rate before investing in a new note.
Rollover Notes are backed by real estate loans, just like our standard notes. These are structured investments designed to generate income, but like all investments, they involve risk, including the possible loss of principal.
No. If you choose the rollover option, your investment continues automatically at the end of each term. You only need to take action if you’d like to withdraw instead of reinvesting.
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Connect Invest Rollover Note Program Terms
The Rollover Note Program ("the Program") allows investors to earn a fixed return on real estate–backed Connect Notes with the option of automatic reinvestment at the end of each 6-month term. By selecting a Rollover Note at the time of investment, your principal will continue into a new note at maturity unless you choose to withdraw.
The Program offers a fixed 7.75% Annual Percentage Yield (APY) on eligible Rollover Note investments. This rate is current as of January 1, 2026, and applies for the full duration of each 6-month term. Interest is calculated based on the principal balance of your note and paid monthly. Payments are disbursed on the first day of the following month unless it falls on a weekend or bank holiday, in which case they will be processed on the next business day. The minimum investment to participate in the Program is $500, in increments of $500.
Funds invested in a Rollover Note are committed for the full 6-month term and are not accessible prior to maturity. At the end of each 6-month term, your principal will automatically roll into a new Rollover Note unless you opt out in advance. To withdraw your principal at maturity, you must notify Connect Invest at least 30 days before your note’s maturity date.
If notice is not received within this timeframe, your investment will automatically reinvest into a new Rollover Note at the then-current rate and terms. You will be notified prior to maturity of the upcoming term and any rate adjustments. Withdrawn principal will be returned to your Connect Invest Wallet, with no penalty for opting out at maturity.
If you wish to opt out of automatic reinvestment, you may do so by contacting us at info@connectinvest.com or calling 866-795-7558 at least 30 days prior to your maturity date.
Connect Notes are unsecured, general recourse obligations of Connect Invest II LLC and are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Returns are not guaranteed, and your investment is subject to risk, including the possible loss of principal. Investors should review the full Offering Circular before investing. Connect Invest reserves the right to modify the interest rate, adjust the terms of the Program, or discontinue the Program at any time. Any changes will apply to new notes and rollovers issued after the effective date of the change and will not affect the rate of any note already in its active term.
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DISCAIMER: Past performance does not guarantee future results or success. The material contained herein does not constitute an offer to sell or a solicitation of any offer to purchase these securities, nor shall there be any sale of these securities in any state or other jurisdiction in which such offer, solicitation or sale would be unlawful. Offers for the sale of these securities will only be made to investors, who meet certain suitability standards, pursuant to the Connect Invest II Offering Circular (the “Offering Circular”). Investments in these securities are not suitable for all investors. Investments involve a high degree of risk and should only be considered by investors who can withstand the loss of their entire investment. Prior to purchasing any of these securities, prospective investors should carefully review the Offering Circular, including the “Risk Factors” section, and any supplements thereto. Investors should perform their own investigations before considering an investment in these securities and consult their own legal and tax advisors.
