What’s a non-traded REIT?
A non-traded REIT (Real Estate Investment Trust) is a corporate entity that pools investors’ money for the purpose of investing in a portfolio of real estate properties. Since the shares are not offered on any stock exchange, they are considered to be “non-traded”. A non-traded REIT may invest in many different types of real estate asset classes, such as: • Healthcare related properties • Multi-family apartments • Office buildings • Warehouse Facilities • Retail Centers • Restaurants • Hotels • Self Storage facilities Because these REITs are “non-traded”, they are carried at cost on investors’ monthly statements until their “liquidity event”. This non traded element of these REITs eliminates the potentially uncomfortable event referred to as “Statement Shock Syndrome”. Non-traded REITs can provide a valuable source of both current, partially tax sheltered monthly income and growth potential for investors. This is all accomplished through a diversified portfolio of institutional quality
