| REITsReal Estate FundsLLCs |
A powerful diversification tool.
A REIT is an entity that owns a portfolio of multiple investment properties. Investors in the REIT receive distributions of the income in the form of dividends.
There are hundreds of different REITs in the market today, many focusing on a specific property type for their property acquisitions.
The two classifications of REITs:
A publicly traded REIT offers shares that trade in the public markets, just like stocks. This type of REIT can be very liquid, and its share value is subject to stock market fluctuation.
A private REIT also offers shares, although not publicly. So, share value is determined by the aggregate value of the property holdings of the trust, not by supply and demand.
Private REITs are also “self-liquidating.” When a property investment held by the REIT runs its investment life-cycle and is sold, investors receive capital distributions from the sale. When the final property is sold, the REIT closes.
The potential benefits of investing in a REIT.
Speak with an INVERNESS Real Estate Investment Consultant about your REIT options now.
Other important considerations.
There are hundreds of different REITs in the market today, many focusing on a specific property type for their property acquisitions.
The two classifications of REITs:
A publicly traded REIT offers shares that trade in the public markets, just like stocks. This type of REIT can be very liquid, and its share value is subject to stock market fluctuation.
A private REIT also offers shares, although not publicly. So, share value is determined by the aggregate value of the property holdings of the trust, not by supply and demand.
Private REITs are also “self-liquidating.” When a property investment held by the REIT runs its investment life-cycle and is sold, investors receive capital distributions from the sale. When the final property is sold, the REIT closes.
The potential benefits of investing in a REIT.
- Like shares of publicly traded stocks, REITs can provide dividends and potential capital appreciation if the value of shares increases.
- Unlike sole ownership of income property, publicly traded REITs offer investors the potential growth and stability of a broad real estate investment portfolio, along with the ability to maintain relatively quick access to their assets.
The potential risks of investing in a REIT.
- As with any real estate investment, a REIT can decline in value.
- Regular dividend payments may cease at any time.
- Private REITs are not publicly registered or traded and therefore are not particularly liquid.
Investing in REITs with INVERNESS Real Estate Investments
INVERNESS provides direct investment opportunities in REITs and a select array of other real estate investments. Properties included in the REITs INVERNESS offers are subjected to rigorous due diligence and a thorough vetting process before being acquired by the REIT.
Speak with an INVERNESS Real Estate Investment Consultant about your REIT options now.
Other important considerations.
- Before investing in a REIT, be sure to speak with your tax or financial advisor to determine how it may impact your tax status and overall financial position.
There are hundreds of different REITs in the market today, many focusing on a specific property type for their property acquisitions.