Broker Check

Alternative Investment- Non-traded Real Estate Investment Trusts (REITs)

What Are Real Estate Investment Trusts?

Non-traded REITs allow investors to participate in a pool of income-producing real estate such as medical buildings, single tenet retail buildings, shopping centers, offices, hotels and warehouses often leased to some of the largest corporations in the U.S.  These companies have decided to lease so that they can free up capital for other operations.  This provides investors the opportunity to receive rental income from some of the best known companies in America without the hassle of acting as a landlord!  To qualify as a REIT, a company must distribute at least 90 percent of its taxable income to shareholders.  Another benefit to investors is that REITs avoid double taxation.

During this exclusive event, you will learn critical information discerning investors should know about non-traded REITs, including:

  • The potential benefits of investing in non-traded REITs, including the potential for a consistent income stream and stability of principal, as well as potential capital appreciation and tax advantages
  • Understanding the benefits and drawbacks of investing in an illiquid, non-traded investment
  • How non-traded REITs potentially provide diversification benefits to traditional stock and bond portfolios
  • How to evaluate if you are a suitable investor for non-traded REITs

This seminar will help investors who have never worked with non-traded REITs better understand the mechanics and potential benefits of this asset class, and provide investors already familiar with non-traded REITs more information on the opportunities available in today's market.

Guarantee your reservation by calling 623-255-5180 or click here to sign up.  You will receive an invitation for our “Access to Opportunity” seminar 2-3 weeks before the event. (These events will be hosted close to home at Tutti Santi and Arrowhead Grill located in the Northwest Valley.)

We look forward to you joining us for dinner to better understand Non-traded REITs and how they may impact your investment portfolio. Also, feel free to let your friends know about our upcoming seminar series if you feel they may benefit from these exclusive educational events.  Don’t miss your “Access to Opportunity!”

Real Estate Investment Trusts Risks:

Investing in real estate and real estate investment trusts (REITs) may not be suitable for all investors and involves special risks, such as limited liquidity and demand for real property; changes in supply and demand for real property; change in law; tenant turnover or defaults; loss of investment; competition; casualty losses; use of leverage; real estate values may fluctuate based on economic, environmental and other factors.  There is no assurance that the investment objectives of any real estate program will be obtained.