Private real estate can provide access to investment strategies beyond directly owned rental property and publicly traded real estate securities.
Private offerings may include DSTs, private real estate funds, debt investments, development strategies, value-add programs, and specialized property sectors.
These strategies may provide access to professional management and institutional investment platforms, but they generally involve reduced liquidity, longer holding periods, offering-specific risks, and private securities considerations.
Investors should review the offering documents, sponsor, strategy, fees, financing, risk factors, valuation methodology, and exit plan.
| Key Point: Private real estate can expand an investor’s opportunity set, but reduced liquidity and greater complexity require careful due diligence. |
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Important Disclosure: This material is for educational purposes only and is not tax, legal, accounting, or investment advice or an offer to sell or solicitation to purchase any security. Private real estate, DSTs, Opportunity Zone investments, private funds, and UPREIT structures involve risk, including possible loss of principal and limited liquidity.
