Real Estate Investment Trusts - REITs

The diverse product lines of our real estate sponsor firms permit investors to select real estate investments based on their individual goals, objectives and risk tolerance. Our sponsors specialize in income, growth and balanced real estate opportunities.

Real Estate Investment Trusts or REITs pool the capital of many investors to acquire or provide financing for real estate properties. REITs permit investors to invest in a diversified real estate portfolio managed by a professional management team. This structure is required to pay distributions to investors of at least 90% of its taxable income (excluding net capital gains) on an annual basis. REITs avoid federal “double taxation” treatment of income that results from investments in other corporations because REITs are generally not subject to federal corporate income taxes on its net income if it complies with certain federal income tax requirements.

Generally, REITs intend to provide investors with an opportunity to own a select portfolio of income-producing properties. Objectives may include income, diversification, and potential for capital appreciation through investing in commercial office, warehouse, retail, medical office, hotel, marina, assisted living, self-storage or multi-family real estate. There are risks associated with REITs which are outlined in the prospectus or private placement memorandum.