Verbex AI
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HomeVest
Case Study
HomeVest is a modern real estate investment platform that empowers users to invest in SEC-qualified fractional shares of single-family rental homes, starting with as little as $100. Traditionally, real estate investing required significant capital, deep knowledge, and hands-on involvement. HomeVest revolutionizes this by simplifying the process—investors can browse properties, verify their identity, link their bank accounts, and invest directly online.The system also ensures compliance with KYC, AML, and accreditation regulations through integrations with Plaid. All transactions, including dividends and capital gains, are transparently tracked, and earnings are deposited directly into user wallets with plans for withdrawal to bank accounts in future phases.
Client
HomeVest
Duration
3 months
Service
Dynamic Website & Dashboards
Overview
Homevest is a platform that allows investors, for as little as $100, to purchase SEC-qualified shares in individual rental homes. Our platform provides an opportunity for investors to invest in real estate without having to purchase an entire property. The traditional process of investing in rental properties is complex and time-consuming, with a steep learning curve and significant time and resources required. Homevest sets out to simplify the process and make it accessible to anyone, with a mission to empower the world to build wealth through modern real estate investing.
We buy single family homes in key target regions and rent them to high quality, vetted renters. We then pass on rental income to our fractional shareholders. If and when the house is sold, we pass along those capital gains as well.
Fractional investment in real estate allows smaller investors to pool their money via the Homevest platform to buy a percentage of a single-family home. It's easier to understand via an example.
At the core of our business model is to rent out each home to start generating rental revenues immediately. Thus, owning a fraction of a Homevest house entitles you to a fraction of that rental income, not to mention a portion of the capital gains when the home is eventually resold.Investors with Homevest purchase SEC-regulated shares homes that generate rental incomes.
The American JOBS Act has opened up new opportunities for entrepreneurs to raise capital and for investors to invest in private, early-stage ventures. Previously, these early-stage investments were restricted to accredited investors, those with a net worth over $1 million or an income exceeding $200,000. While this is an exciting new prospect, there are still limitations on how much a non-accredited investor can invest.
🚚 Key Delivered
- Dynamic Investor Website — mobile-optimized, intuitive frontend for new and seasoned investors
- Admin Dashboard — management interface to oversee users, properties, and transactions
- Investment Portal — real-time fractional investment experience with secure fund handling
- Payment & Bank Integration — connected using PayPal and Plaid for deposits and verification
🌟 Core Features
- 🏘 Property Listings – Visual and informative listings including price/share, ROI, documents, and images.
- 💸 Invest in Properties – Purchase SEC-regulated fractional shares directly from linked bank accounts.
- 🔐 Secure Payments – Fund your wallet via PayPal or bank accounts connected through Plaid.
- 👤 Investor Onboarding – Register via email or social login, with 2FA and secure authentication.
- 🏦 Bank Account Linking – Manage bank accounts with multi-factor authentication via Plaid.
- 🔎 Profile Verification – Automated KYC, AML, and Accreditation Compliance via third-party APIs.
- 📈 Portfolio Dashboard – Visual performance analytics, transaction history, ROI insights.
- 📩 In-App & Email Notifications – Real-time updates on transactions, dividends, and system changes.
🔄 Use Cases Covered
- Retail investors accessing fractional real estate for the first time.
- Accredited and non-accredited investors participating under JOBS Act compliance.
- Admins managing property listings, investor activity, and approval workflows.
- Full lifecycle investment management—from discovery to income distribution.
🚧 Challenges & Solutions
| Challenge | Solution |
|---|---|
| Ensuring financial regulation compliance | Integrated KYC/AML verification and accreditation via Plaid and Parallel Markets |
| Secure banking connectivity | Used Plaid Link and Transaction API with tokenized bank data storage |
| Tracking complex fractional ownership | Built detailed logic in backend with Drizzle ORM for ROI and dividend calculation |
| Handling dynamic data in dashboards | Developed rich data visualizations with Next.js, real-time updates with Firebase |
⚙️ Tech Stack & Tools
Next.js (React-based)
Node.js (Express)
PostgreSQL
Passport.js (2FA, Role-Based Access)
Plaid API
PayPal SDK
Parallel Markets
Drizzle ORM
Firebase
AWS (Auto-scaling, Load balancing)
From the Case Studies
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