Posts by Peak Properties

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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