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Commercial Real Estate (CRE) is a unique asset class. Depending on the type of property and the structure of the investment vehicle, CRE investments can provide income, stability, potential for growth, and varying degrees of correlation to the equity markets.

Real Estate Investment Trusts (REITs) are one type of vehicle available to help investors reach their financial goals in a risk-controlled manner. These can be traded equity securities (listed on a stock exchange and priced every business day during market hours) or non-traded securities whose prices are governed by prospectus and periodic property-level appraisals. Another way to invest is in private, direct real estate investment partnerships.

Real estate investments vary by property type, asset type (equity or mortgage debt), geography, and strategy. The cost structure, liquidity, strategies, terms and features of closed end investment offerings (typically, non-traded equity) are governed by prospectus. Risk and return potential vary by sponsor, offering, and overall market and economic conditions. Past performance is no guarantee of future returns.

Alternative investments are more complex than traditional investment vehicles and can have different fees and cost structures. They often invest in illiquid assets, which can make them difficult to exit and price on a regular basis. Some strategies involve leverage which can magnify gains or losses.

Commercial Real Estate may provide relatively high income with a low correlation to traditional stock and bond investments, which may provide useful diversification in client portfolios.

A trusted advisor, acting in a fiduciary capacity, is an essential business partner who can help determine the mix of investments that may be right for you.

Contact us today to learn more about REITs