Alternative Investments Overview

1. Access to Unique Investment Opportunities

• These brokers often provide access to institutional-grade assets (like large apartment complexes, commercial properties, etc.) that individual investors typically can't access on their own.
• They curate deals that are pre-vetted, managed by experienced sponsors, and packaged for investors.

2. Tax Efficiency

• Alternative real estate brokers often specialize in 1031 exchange-compliant investments (especially DSTs), helping clients defer capital gains taxes.
• Investments like Opportunity Zones or Qualified REITs may offer capital gains deferral or elimination, depreciation benefits, and other tax strategies.

3. Passive Income Potential

• Investors benefit from monthly or quarterly distributions without having to manage tenants or properties.
• These offerings are typically managed by professional firms, which takes the burden of property management off the investor.

4. Lower Entry Point

• Unlike direct real estate investments, securitized offerings often have lower minimum investments (sometimes $25,000–$100,000), making them accessible to more investors.

5. Portfolio Diversification

• Securitized real estate allows investors to spread risk across different asset classes (e.g., multifamily, industrial, medical, storage) and geographies.
• This diversification can help buffer against localized market downturns.

6. Compliance and Professional Oversight

• These brokers typically operate under FINRA/SEC regulations, ensuring higher transparency and compliance standards.
• They conduct due diligence on offerings and can match clients with investments that suit their risk tolerance and investment goals

7. Tailored Investment Strategy

• A specialized broker can help craft a customized real estate strategy based on the client’s:
  • Risk profile
  • Tax situation
  • Income needs
  • Time horizon

Alternative Real Estate investments are considered securities and only avaialbe to Accredited Investors.