Investing In Tax Deferred Real Estate

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Learning about Real Estate Funds

Real Estate Funds are pooled investment vehicles where multiple investors combine their resources to invest in a diversified portfolio of real estate properties. These funds can include various assets, such as commercial buildings, residential complexes, and land development projects. By spreading investments across multiple properties, Real Estate Funds reduce risk and provide diversification compared to investing in a single property.

One of the primary benefits of Real Estate Funds is that they generate income through rental payments from properties in the portfolio. Investors also benefit from property appreciation when assets are sold for a profit, enhancing their overall returns. This structure allows investors to participate in the real estate market without the responsibilities of direct property ownership.

The tax advantages of Real Estate Funds are another compelling feature. Investors often receive dividends, which may be taxed at a lower rate if classified as long-term capital gains. Additionally, funds can pass on depreciation deductions, which help reduce taxable income from rental revenues, increasing the overall tax efficiency of the investment.

Real Estate Funds are more accessible than other alternatives, such as Delaware Statutory Trusts (DSTs), as they often do not require investors to meet strict accreditation criteria. Publicly traded Real Estate Funds are listed on stock exchanges, providing high liquidity and lower minimum investment requirements, making them appealing to a broader group of investors. Private Real Estate Funds, while typically requiring higher minimum investments, often offer specialized opportunities for growth and niche market exposure.

These funds align well with broader investment strategies, offering both short-term and long-term benefits. Income from rents provides steady cash flow, while property appreciation delivers potential for significant capital gains over time. With professional management, investors can diversify their portfolios, gain exposure to real estate markets, and enjoy the benefits of real estate ownership without operational complexities.

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Offering Disclosure

The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the respective issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to the “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. Past performance is no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.

Securities offered through Metric Financial, LLC Member: FINRA/SIPC. Only available in states where Metric Financial, LLC is registered. Metric Financial, LLC is not affiliated with any other entities identified in this communication.

Offering Disclosure
  • There is no guarantee that any strategy will be successful or achieve investment objectives;
  • Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
  • Change of tax status – The income stream and depreciation schedule for any investment property may effect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
  • Potential for foreclosure – All financed real estate investments have potential for foreclosure;
  • Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits;
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