Information is designed to educate qualified and accredited investors about current Real Estate based investment offerings, as well as other non-traded alternative investment opportunities. is dedicated to real estate investment opportunities in non-traded REITs (Real Estate Investment Trusts), as well as other non-traded alternative investment opportunities.  If you are looking to further diversify your investments to complement a traditional portfolio of traditional asset classes, Alternative Investments could fulfill an allocation bucket in your overall portfolio. 

We offer a variety of other non-traded alternative investments including: Private Equity, Business Development Companies (BDCs), Commercial Real Estate Lending and Finance, Life Settlement Investments, Development/Construction, Energy, and Opportunistic, and more.  We also offer exclusive Accredited Investor Only investments for sophisticated and higher net worth investors.  Please review the Investments Section to review the different options available.

Property-based REITs are considered hard asset investments, primarily used for an income alternative, but can offer upside potential, or capital appreciation. A well-constructed portfolio often contains income components. The illiquidity feature of non-traded REITs is often the trade-off for an income component, commonly generating annual distributions, paid monthly, with potential upside if the value of the underlying real estate appreciates, the REIT is well-managed, costs are controlled, and occupancy has increased.  With this combination of potential growth and potential income, REITs may more likely be classified as ‘total return’ investments. REIT distributions can also potentially offer tax preferential treatment as well.

As a reminder, each program is unique and the features, risks, and sources of distributions should be carefully reviewed and considered.

Why consider REITs & Alternative Investments?

To complement a traditional portfolio of stocks and bonds, an allocation to real asset strategies may offer an alternative asset class for potential income and growth opportunities.  The large college endowments and institutions have been using direct investments in their allocations for years.

Institutional Management

Professionally selected and managed real estate portfolios for regular investors.

Real Asset Pricing Power

Like other real asset categories, commercial real estate has the pricing power to pass along rising costs by raising rents in periods when interest rates are rising or inflation is moving higher.

Diversify Your Risk

REITs and other alternative investments can provide a non-correlated alternative to traditional stock and bond investments. REIT portfolios are often diversified with various properties. There is always a risk of sector concentration or geographical concentration and it is important to review the specifics of any one offering.

Low Minimums and Moderate Suitability Requirements

Some non-traded REITs often have a minimum investment as low as $2,500.  Investors with a net worth (excluding home and furnishings and autos) of at least $70,000 and a gross income of $70,000, or a net worth (excluding home and furnishings and autos) of $250,000 can meet the suitability requirements.  Certain State requirements and restrictions do apply and will be reviewed on a case by case basis.

Some investments may be REG D offerings for sophisticated Accredited Investors Only.  In the United States, for an individual to be considered an accredited investor, they must have a net worth of at least $1,000,000 U.S. dollars, not including the value of their primary residence or have income at least $200,000 each year for the last two years (or $300,000 together with their spouse if married) and have the expectation to make the same amount this year.   Source:  U.S. Securities and Exchange Commission on Accredited Investors

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