Monthly Archives May 2022

The UPREIT Structure: What Is It? How Does It Work? | The Peak Group

If you’re an investor who’s done any research into an “UPREIT,” on the surface, it may seem like a cumbersome idea. The reality is that this real estate investment tool could be essential to the future viability of your assets! If you’ve even started toying with the idea of investing through an UPREIT structure, then you probably have some very real pain points that have been leeching your resolve when it comes to your real estate portfolio. For each investor, the day-to-day struggles of self-management can be different—however, at The Peak Group, we consider them problems worth solving.
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What Is an UPREIT? How Does It Benefit Investors? | The Peak Group

While buying, selling, and managing real estate can be extremely rewarding, there are quite a few details to consider when organizing and optimizing your assets. Namely, one should consider the boost to your portfolio that comes from investing with a group—rather than managing your holdings alone. There are various tools available to real estate collectives that can be utilized by professional investors to insulate their portfolios and protect investment gains that cannot be accessed on the individual scale.
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Investors: Use an UPREIT to Defer Taxes on Real Estate | The Peak Group

The taxes on the sale of your assets can be enough to make an investor second guess making the sale altogether—even if you need to liquidate to pursue other investments or escape from under the weight of an overwhelming portfolio. Thankfully, the U.S. government and the IRS understand this and have thrown investors a bone. President Eisenhower first introduced the concept of a Real Estate Investment Trust or “REIT” as an alternative to traditional mutual funds. From there, the Umbrella Partnership Real Estate Investment Trust or “UPREIT” was born.
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How Does an UPREIT Work? Is It ‘REIT’ for You? | The Peak Group

Whether an investor is looking to diversify their portfolio further or develop reliable passive income streams that will continue to prove profitable with time, the real estate market is often the first place that they’ll turn to. That said, this is largely due to the sheer volume of investment possibilities available to those just approaching the real estate market. This can be both exciting and confusing at the same time.
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Why an Umbrella Partnership REIT for DFW Investors? | The Peak Group

Any investment vehicle worth its salt is a great way to achieve financial freedom and your investment goals as a property owner. In a quickly growing market like Fort Worth or Dallas, Texas, there’s no reason why you shouldn’t be able to meet or exceed the expectations you have for your investments. One way that many successful investors are finding an edge for their portfolio is by working with an Umbrella Partnership REIT, or UPREIT.
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Portfolio Too Much to Handle? It’s Time for a DFW UPREIT | The Peak Group

There are probably a myriad of reasons why you initially chose real estate investing as your primary vehicle for generating long-term wealth. Most investors in DFW are pretty familiar with the laundry list of positive incentives to get started in real estate investing. However, what the so-called “real estate gurus” out there don’t tell you is that investing alone is a full-time job.
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