REITs (Real Estate Investment Trusts)
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Scott Brooks, Chief Financial Officer
REITs (Real Estate Investment Trusts) offer ownership in a real estate portfolio of professionally selected and managed investment properties. A REIT is a company dedicated to owning and, in most cases, operating income-producing real estate. REIT structures can also engage in financing and debt.  Other non-traded and direct ‘alternative’ investment opportunities may access other industries, sectors, or unconventional strategies. Direct investments provide access to non-traditional, private equity opportunities – beyond traditional stocks and bonds.
Publicly traded equities offer immediate liquidity – the ability to be purchased and sold on a daily basis. With that flexibility, buyers and sellers determine the share price, which can also result in share price volatility. Investors that are interested in sacrificing immediate liquidity provided in the traditional equity markets may be interested in direct investments that are not traded and therefore not exposed to the daily volatility of the traditional public markets. [Please be aware that despite the absence of a daily bid/offer on direct investments, the underlying valuation of the assets gets re-priced at specified intervals and may still fluctuate based on determined valuations.] To complement and further diversify a portfolio of liquid securities, an allocation of non-traded investments, including REITs, and other alternative investments may provide additional diversification from traditional stocks and bonds. Non-traded, direct investments should be only considered for your illiquid allocation as there are no immediate markets to redeem shares on a daily basis. As well, an investor may not be suitable who does not have sufficient liquidity or a short time horizon. As with any investment, please be sure to review all the risks and fees associated with
each specific investment.
The material contained within does not constitute an offer to sell or a solicitation to buy any securities. Offers are made only by prospectus or other offering materials. A full prospectus or private placement memorandum will be provided to each potential investor who completes our investor questionnaire and meets the suitability standards required by law. Reg D Partnership offerings require a pre-established relationship with the accredited investor. It is important to carefully consider all information in your due diligence of any one product – investment objectives, risks, charges, expenses, disclaimers, and risk factors regarding any product listed here within.
Accredited Investor Definition: In the United States, for an individual to be considered an accredited investor, they must have a net worth of at least one million US dollars, not including the value of their primary residence or have income at least $200,000 each year for the last two years (or $300,000 together with their spouse if married) and have the expectation to make the same amount this year. Source: U.S. Securities and Exchange Commission / Accredited Investors
There are risks that should be considered and reviewed when evaluating any investment. The material in this website is neither an offer to sell nor a solicitation of an offer to buy the securities described herein. The applicable offering documents, prospectus, or private placement memorandum (PPM) will be provided to each potential investor who has completed our investor questionnaire and meets the suitability standards required by law and our firm policies. We will provide you with the offering documents prior to investing. While this is a general disclaimer, the specific offering documents should be thoroughly read to fully understand all the implications and risks of any offering of securities to which it relates. Investing involves risk and there is no assurance that investment objectives of a program or offering will be achieved. Some of the investment types listed herein may be considered highly speculative, illiquid, and have high fees and costs. It is important to carefully consider all information listed in the relative prospectus or PPM – investment objectives, risks, charges, expenses, disclaimers, source of distributions, and any other factors to assist in making an informed decision. Please refer to the prospectus or private placement memorandum for specific program risks and suitability standards in your state. Please contact us for more Information.
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