Lisa Fenn

Navigating the Challenges of Investing in UpREITs: What Investors Need to Know

721 UpREIT CHALLENGES NAVIGATING THE CHALLENGES OF INVESTING IN UpREITs: WHAT INVESTORS NEED TO KNOW Investing in UpREITs (Umbrella Partnership Real Estate Investment Trusts) can provide significant tax advantages and liquidity, but it’s not without its challenges. Understanding these potential drawbacks is crucial for investors considering an UpREIT as part of their real estate portfolio. […]

Navigating the Challenges of Investing in UpREITs: What Investors Need to Know Read More »

How 721 UpREITs Offer Strategic Benefits Across Different Investor Profiles

721 UpREIT OFFERINGS HOW 721 UpREITs OFFER STRATEGIC BENEFITS ACROSS DIFFERENT INVESTOR PROFILES Real estate investment strategies evolve with changing personal circumstances and market conditions. One such innovative option that has gained popularity for its flexibility and tax efficiency is the 721 UpREIT. This investment vehicle is particularly beneficial for a diverse group of investors,

How 721 UpREITs Offer Strategic Benefits Across Different Investor Profiles Read More »

Exploring the Benefits of UpREITs: Liquidity, Diversification, and More

BENEFITS OF 721 UpREIT EXPLORING THE BENEFITS OF UpREITs: LIQUIDITY, DIVERSIFICATION, AND MORE Real estate investment offers various pathways, each with unique benefits and limitations. UpREITs stand out as a particularly advantageous option due to their liquidity, diversification, and transparency. Understanding these aspects can help investors make informed decisions tailored to their financial goals. Liquidity

Exploring the Benefits of UpREITs: Liquidity, Diversification, and More Read More »

721 UpREIT Offerings

721 UpREIT OFFERINGS UNDERSTANDING THE 3 MAIN TYPES OF UpREIT OFFERINGS: LIGHT, MEDIUM, AND HEAVY Investors often encounter various strategies and structures when delving into real estate investments, particularly those involving Delaware Statutory Trusts (DSTs) and Real Estate Investment Trusts (REITs). Among these, the 721 UpREIT offering stands out due to its unique benefits and

721 UpREIT Offerings Read More »

Scroll to Top