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Transfer on Death (TOD) Beneficiaries allow you to specify who will inherit your Landa account assets in the event of your death. These assets will be transferred to your beneficiaries without the need for probate court involvement.
You can designate TOD beneficiaries in your account settings by visiting the Beneficiaries section. It is recommended to consult with estate, tax, financial, and/or legal advisors when naming beneficiaries. Please note that Landa customers in Louisiana are currently unable to register TOD beneficiaries.
In the event of your death, your TOD beneficiaries should contact estates@landa.app to transfer your brokerage assets. They may need to provide a government-issued ID and other documents to receive the assets. You can change your beneficiaries at any time by accessing the Beneficiaries section in your Landa app settings.
Yes, you can change your beneficiaries at any time. Go to settings in your Landa app and tap Beneficiaries, then “Edit” to add a new beneficiary, change their information, or delete an existing one.
Landa will never contact a beneficiary except in the event of a transfer on death, so your beneficiaries need to be made aware that they have been named and may need to contact Landa if necessary.
Furthermore, if you are married and live or have lived in a community property state, your spouse or domestic partner as your default beneficiary may need to provide permission before naming another individual as your beneficiary.
All TOD beneficiaries must be natural persons who are at least 18 years old and either U.S. Citizens or legally permitted to open a Landa account.
Is it currently possible to adjust the allocation of assets among my beneficiaries?
No, currently your assets will be split evenly among your named beneficiaries to the extent possible. If you have several beneficiaries that cannot be evenly divided by 100%, Landa will round the allocations to whole percentages (e.g. 34%, 33%, 33%).
Upon transfer, your Landa account assets are split evenly among your beneficiaries. Beneficiaries can generally receive all assets currently in your account and can transfer assets to their own Landa account. From there, they may hold the assets or sell the shares in the marketplace.
Any account owner who is currently active and not living in Louisiana can add a beneficiary to their account. Transfer on Death (TOD) registrations are not currently available for Landa customers in Louisiana.
What happens to assets in my account if I don't designate a beneficiary?
If you pass away without designating a beneficiary, assets in your account may be subject to probate court or a probate alternative, depending on the value of the account. The probate process will be governed by the laws of your state of residence.
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Landa Holdings, Inc. ("Landa Holdings") operates the www.landa.app website (the "Site") and the Landa mobile application (the "App")(collectively, the “Platform”). Landa Holdings manages Landa App LLC, Landa App 2 LLC, Landa App 3 LLC (“Landa Issuers”), and raises funds and facilitates the issuance of shares for the Landa Issuers entities through the Platform pursuant to Regulation A under the Securities Act of 1933 (“Regulation A”).
Neither Landa Holdings nor any of its affiliates is a registered broker-dealer or investment advisor. All securities-related activity for the Landa Entities is conducted through Dalmore Group LLC (“Dalmore”), a registered broker-dealer and member of FINRA/SIPC, You can review Dalmore's brokercheck for Dalmore.
Landa is not a bank.
Further, Landa Management LLC, a wholly-owned subsidiary of Landa Holdings, manages Landa Financing LLC (“Landa Financing”), and raises funds and facilitates the issuance of shares for Landa Financing through the Platform pursuant to Regulation A. All securities-related activity for Landa Financing is conducted through Dalmore Group LLC (“Dalmore”), a registered broker-dealer and member of FINRA/SIPC (for more information on Dalmore, review Dalmore’s brokercheck.
You should speak with your financial advisor, accountant, and/or attorney when evaluating any offering of securities. Neither Landa Holdings, Landa App, nor Dalmore makes any recommendations or provides advice about investments, and no communication, through this website or in any other medium, should be construed as a recommendation for any security offered on or off this investment platform. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or a recommendation to buy or sell any securities. The Site and/or the App may make forward-looking statements. You should not rely on these statements but should carefully evaluate the offering materials in assessing any investment opportunity, including the complete set of risk factors that are provided as part of the offering circular for your consideration. We urge you to review the applicable offering circular, available here.
All securities offered by the Landa Entities and Landa Financing are deemed “Shares”. Investing in Shares involves risks, and there is always the potential of losing money when you invest in Shares. Past performance is no guarantee of future results. Investments in Shares are speculative and involve substantial risks to consider before investing, outlined in the respective offering materials and including, but not limited to, illiquidity, lack of diversification, and complete loss of capital. An investment in Shares constitutes only an investment in a particular offering and not in Landa Holdings, Landa App, or any of the underlying asset(s). Investors should carefully review the risks located in the respective offering materials for a more comprehensive discussion of risks.
No money or other consideration will be solicited (and if sent, will not be accepted), and no offer to buy Shares of a particular offering can be accepted, and no part of the purchase price can be received until an offering statement filed with the Securities and Exchange Commission (the "SEC") relating to those Shares has been qualified by the SEC. Any such offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of acceptance given after the date of qualification by the SEC. An indication of interest involves no obligation or commitment of any kind.
Investment overviews on the Platform contain summaries intended for informational purposes only and are not complete. For detailed information, we urge you to refer to the applicable offering circular filed with the SEC. Neither Landa Holdings nor any of its affiliates offers refunds after an investment has been made.
You should speak with your financial advisor, accountant, and/or attorney when evaluating any Shares. None of Landa Holdings or its affiliates, Dalmore makes any recommendations or provides advice about Shares, and no communication, through this website or in any other medium, should be construed as a recommendation or investment advice. Nothing on the Platform should be construed as investment or tax advice, or a solicitation or offer, or a recommendation to buy or sell any securities.The Platform may make forward-looking statements. You should not rely on these statements but should carefully evaluate the offering materials in assessing any investment opportunity, including the complete set of risk factors that are provided as part of the offering circular for your consideration. We urge you to review the applicable offering circulars, available here.
All Shares will be issued in electronic form only and will not be listed or quoted on any securities exchange. After a Series’ offering has concluded, we expect that the Public Private Execution Network Alternative Trading System, or PPEX ATS (the “Secondary Trading Platform”), which is registered with the SEC and operated by North Capital Private Securities Corporation (“North Capital”), will be the only venue available for the resale of Shares. Resales of Shares will be conducted by Dalmore, as a broker-dealer member of the Secondary Trading Platform; provided, however, any such resale of Shares will be subject to federal and state securities laws and the restrictions in the Series’ Operating Agreement, and there can be no assurance that an active market for any Shares will develop on the Secondary Trading Platform, that the Secondary Trading Platform will be available to allow resales of Shares to residents of all states, or that the Secondary Trading Platform will be available at all. For these reasons, investors must be prepared to hold their Shares indefinitely.
All images and figures shown are for illustrative purposes only and are not actual customer or model returns. Landa is not a cryptocurrency app, all monetary values are in U.S dollars and available only to U.S. investors.
All Rights Reserved © Landa Holdings, Inc
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