You would not invest all of your proceeds into one or two stocks. Doesn’t it only make sense to strategically diversify your real estate holdings as well?

We help our clients invest in institutional quality real estate with the goal of providing income, capital preservation and appreciation over the long term. We work with your CPA, attorney, and other advisors to thoroughly understand both your liquidity needs as well as your short-term and long-term financial goals and needs.

While there are no guarantees and you could lose money, institutional quality professionally-managed real estate may provide:

  • An increase in value over the long term
  • Passive income
  • Hedge against inflation
  • Benefits of leverage to increase returns
  • Tax advantages on acquisition, during the holding period, and upon disposition
  • A store of value during difficult economic periods nationally and internationally
  • Diversification of risk
You can acquire institutional quality investment real estate either through a single owner (entity) structure
or a multi-owner structure or both.

Fractional (multiple-owner) ownership using a Delaware Statutory Trust (DST)

A Delaware Statutory Trust, subject to certain rules, may be used in a 1031 exchange.  The DST entity is formed under the laws of Delaware.  Individual investors or investor entities, such as a family trust or LLC, acquire an undivided interest in the specific DST.  Owners are considered to own a direct interest in real property in proportion to their investment percentage in the trust.

Direct Single Owner Entity

When you purchase investment real estate as a single individual or single entity, you have more say in day-to-day management and final property disposition than you would have in a multiple-ownership vehicle.

Contact Us Today to See How You Might Benefit from Strategic Diversification

(559) 213-7767