WHY MULTIFAMILY?
Multifamily real estate has the potential to add stability, diversification, tax-advantaged income, and equity growth to your investment portfolio
Important Multifamily Insights
Passive Investor’s Guide to Multifamily Real Estate
Private multifamily real estate is favored by many of the world’s largest and most sophisticated investors — insurance companies, pension funds, sovereign wealth funds, and endowments. It offers a unique blend of stability, current income, equity growth, and tax advantages. Learn how these key potential benefits result in attractive risk-adjusted returns with lower volatility.
Multifamily Real Estate Investing Benefits
Current Income
Consistent cash flow paid in the form of distributions, typically made quarterly. Income from private real estate has exceeded that of other asset classes over the past 15 years.
Diversification
Private multifamily investments add diversification to your investment portfolio, and may increase returns without increasing risk.
Capital Appreciation
Opportunity to achieve long-term capital appreciation through value-add and operational improvement initiatives.
Proven Inflation Hedge
Multifamily has outpaced inflation by 6.8% on average over the past 22 years.
Tax Efficiencies
Multifamily investment offers unique tax advantages, notably depreciation deductions, that significantly lower taxable income.
Low Correlation
Private multifamily has exhibited low correlation to other asset classes, particularly the equity and fixed income markets, over the last 20 years.
Multifamily Foundations
Multifamily investments present a compelling opportunity for investors to diversify their portfolios and achieve consistent, durable income. This asset class offers a hedge against market volatility due to the enduring demand for shelter, evidenced by its reduced correlation to stock and bond markets.
Principal Security
First and foremost, investor’s capital must be preserved and protected.
Predictable Income
Multifamily real estate investing offers consistent, durable cash flow.
Income
Growth
Increased income through rent growth, operational improvements, and expense management.
Equity
Growth
Value-creation initiatives and attentive management increase your equity value.
Acceleration Opportunities
Over time, there may be the ability to harvest your equity gains and increase cash yield and total return.