State investor suitability rules apply – not suitable for everyone.
Years ago, commercial real estate was only attainable by institutional investors and wealthy individuals. Today, with the advent of products such as REIT, many investors now have access to opportunities that were once only available to the cream of the crop.
Diversification and reducing portfolio volatility are important reasons why REIT have become an attractive alternative to the traditional stock or real estate portfolio. Non-Traded REIT by definition are not traded and therefore offer reasonably predicted income streams in the form of dividends. These are typically illiquid assets and more appropriate for long-term investments. However, there are also potential tax advantages to investing in REITs and potential capital appreciation. As with any investment, there are risks in dealing with REITs and they are NOT right for everyone.
If you would like more information regarding Non-Traded Real Estate Investment Trusts, please call us at 888-265-7443.