Structuring Real Estate Joint Ventures with Private Real Estate Investment Trusts PDF Download

Author: Scott L. Semer
Publisher:
ISBN: 9781558716582
Category : Real estate investment trusts
Languages : en
Pages :

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Book Description
"The purpose of this portfolio is to provide a source of guidance to tax practitioners advising clients investing in U.S. real estate through or with a private REIT. It includes a discussion of the unique issues that a private REIT confronts in complying with the qualification requirements under the Code, including issues relating to forming the REIT and ensuring that the REIT earns qualifying income, while obtaining an ownership structure that serves the business objectives of the joint venture participants (including management of the property by a significant participant in the joint venture). It also addresses issues unique to UPREITs and DownREITs, issues that arise in taking a public REIT or UPREIT private, and issues presented in selling or otherwise exiting from a private REIT. In addition, it addresses the particular issues that arise for foreign investors, including withholding, the branch profits tax, issues under U.S. tax treaties, and issues for foreign governmental investors under [Section] 892 of the Code."--P. iii.

Author: Don R. Campbell
Publisher: John Wiley & Sons
ISBN: 0470676116
Category : Business & Economics
Languages : en
Pages : 341

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Book Description
A step-by-step guide to attracting all the investment funds you will ever need for your next real estate transaction As the sales of Real Estate Investing in Canada have proven, Canadians are looking to real estate investing to build wealth. In his bestselling book Real Estate Investing in Canada, Don R. Campbell introduces the Authentic Canadian Real Estate (ACRE) system, the first system of its kind to show ordinary Canadians how to profit from investing in residential real estate. Told as a narrative, a typical Canadian couple named Richard and Emma successfully buy their first properties and now are ready to leverage their equity into more properties. In order to achieve their goals, they are introduced to a joint-venture specialist and, with his guidance, they learn how joint-venture partnerships work and secrets and strategies for acquiring new properties that only the pros know. Richard and Emma build their portfolio -- and their confidence -- and so they leave their jobs to focus on real estate investing full-time. Following a proven 7-step system, Richard and Emma are equipped with the information, strategies and motivation they need to go to the next level by explaining: What are joint-venture partnerships and how do they work to create win-win relationships Wealth attraction principles-how to become a money magnet How and where to find joint-venture partners-marketing and lead generation--and separate the wheat from the chaff Structuring a joint venture deal-building a team of experts and the due diligence process Legal structures and agreements, including tax implications 19 landmines to avoid in joint venture partnerships Following up with current joint venture partners and duplicating success The appendices offer valuable time-saving checklists, forms and worksheets, as well as advice on paper flow and time management.

Author: Sean Cook
Publisher:
ISBN: 9781980587026
Category :
Languages : en
Pages : 150

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Book Description
Investing in Real Estate Private Equity is your practical guide to investing in real estate through private offerings with established companies. The passive investment strategies for wealth building and income generation described in this book have traditionally been used by some of the world's most sophisticated institutional investors, but are now available to nearly everyone thanks to recent regulatory changes. This handbook will guide you through the process of building your own diversified real estate portfolio by identifying and making investments with established and experienced private real estate operators. This is NOT another get-rich-quick real estate fix & flip scheme. You will NOT be encouraged to sign up for conferences or clubs to learn a no-money-down investment strategy. This IS a practical guide meant to help you avoid common mistakes and navigate more skillfully through an often byzantine industry. You will learn:- What a private real estate investment is; the mechanics of syndicates, funds, and crowdfunding- Fundamentals of basic real estate evaluation- How to evaluate operators and investments- Fees, incentives, and other loads- Common terms and structures- Strategies to evaluate and manage risk- How to create and execute a personalized investment strategyMost people underestimate the time requirements, complexity, risk, and general brain damage involved with buying real estate directly. Thankfully, private real estate investments provide most of the same benefits as direct ownership, while taking advantage of established real estate companies' years of experience, market knowledge, industry reputation, negotiating leverage, and expertise. Even better, they allow investors to diversify their investment allocation across a range of real estate product types (multifamily, retail, office, self-storage, etc.) and throughout the capital stack (equity, debt, mezzanine, and preferred equity), all while working with specialists in each strategy.Written by an experienced practitioner with over $1 billion in transactional experience, this book challenges conventional wisdom and provides an inside look into how the industry actually works. Using the practical tips and strategies found here, you can build your own unique real estate portfolio, manage risk, avoid common mistakes, hopefully make money, and perhaps even have some fun along the way.

Author: Su Han Chan
Publisher: Financial Management Association Survey and Synthesis
ISBN: 9780195155341
Category : Business & Economics
Languages : en
Pages : 40

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Book Description
This work provides the investing public, real estate practitioners, regulators and real estate and finance academics with up-to-date information on what modern scholarly research tells us about Real Estate Investment Trusts (REITs). REITs are credited to allow institutional and individual investors to invest in real estate via a corporate entity. The increasing interest in REITs as indicated by their growth in market capitalization and institutional holdings in the United States and around the world suggests that REITs are becoming an increasingly important part of investors' diversified portfolio.

Author: Daniel S. Berman
Publisher: Prentice Hall
ISBN:
Category : Joint ventures
Languages : en
Pages : 318

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Author: Stephanie Krewson-Kelly
Publisher: John Wiley & Sons
ISBN: 1119252768
Category : Business & Economics
Languages : en
Pages : 254

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Book Description
The go-to guide for smart REIT investing The Intelligent REIT Investor is the definitive guide to real estate investment trusts, providing a clear, concise resource for individual investors, financial planners, and analysts—anyone who prioritizes dividend income and risk management as major components to wealth-building. The REIT industry experienced a watershed event when Standard & Poors created a new Global Industry Classification Standard (GICS) sector called Real Estate. Publicly traded equity REITs have been removed from Financials, where they have been classified since their creation in 1960, and have begun trading as their own S&P Sector. This separation from banks and financial institutions has attracted new investors, but REITs require an industry-specific knowledge that is neither intuitive nor readily accessible to newcomers—until now. Using straightforward language and simple example to illustrate important concepts, this book will enable any reader to quickly learn and understand the lexicon and valuation techniques used in REIT investing, providing a wealth of practical resources that streamline the learning process. The discussion explains terminology, metrics, and other key points, while examples illustrate the calculations used to evaluate opportunities. A comprehensive list of publicly-traded REITs provides key reference, giving you access to an important resource most investors and stockbrokers lack. REITs are companies that own or finance commercial rental properties, such as malls and apartment buildings. Despite historically high total returns relative to other investments, such as the Nasdaq or S&P 500 index, most investors are unfamiliar with the REIT industry, and wary of investing without adequate background. This book gets you up to speed on the essentials of REIT investing so you can make more informed—and profitable—decisions. Understand REITs processes, mechanisms, and industry Calculate key metrics to identify suitable companies Access historical performance tables and industry-specific terminology Identify publicly-traded REITs quickly and easily REITs have consistently outperformed many more widely known investments. Over the past 15-year period, for example, REITs returned an average of 11% per year, better than all other asset classes. Since 2009, REITs have enjoyed positive returns; large cap stocks and cash are the only other classes that paralleled that record. Even in 2015, a 'year of fear' related to rising rates, REITs returned 2.4%, beating most all other asset classes. REITs have a long history (over fifty years) of performance, and have entered the big leagues. If you feel like you've been missing out, don't keep missing out. Prepare yourself, and your portfolio, to benefit from the demand for REITs that have followed the creation of a Real Estate GICS sector. The Intelligent REIT Investor gives you the information you need to invest wisely and manage your real estate risk effectively. By maintaining a tactical exposure in the brick and mortar asset class, investors should benefit from the information contained in The Intelligent REIT Investor. Join the REIT world and look forward to owning stocks that will help you to sleep well at night.

Author:
Publisher:
ISBN:
Category : Joint ventures
Languages : en
Pages : 708

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Author: Association of Foreign Investors in Real Estate
Publisher: AFIRE
ISBN: 9780615373379
Category : Real estate investment
Languages : en
Pages : 258

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Book Description

Author: Richard Imperiale
Publisher: John Wiley & Sons
ISBN: 0470046244
Category : Business & Economics
Languages : en
Pages : 256

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Book Description
EVERYTHING YOU NEED TO KNOW ABOUT REITS GETTING STARTED IN REAL ESTATE INVESTMENT TRUSTS Real Estate Investment Trusts (REITs) offer small investors the chance to participate in a broad range of real estate opportunities across most major property sectors and geographic locations. But to make the most out of this proven investment vehicle, you must first gain a firm understanding of it. Getting Started in Real Estate Investment Trusts provides an accessible introduction to the benefits and performance characteristics of REITs and examines the role they play in a well-diversified investment portfolio. Divided into three comprehensive parts, Getting Started in Real Estate Investment Trusts covers a wide variety of issues within this field, including: * The legal and financial history of REITs * How REITs behave as an investment class and how they are best integrated into an investor's portfolio * The fundamental economic issues that affect real estate and how they impact REITs * Specific methods for analyzing REITs as an investment * Different types of REITs: residential, office, industrial, retail property, and more Filled with in-depth insight and practical advice, Getting Started in Real Estate Investment Trusts is a valuable road map to an investment that can help stabilize and grow your portfolio for years to come.

Author: Rob Beardsley
Publisher: Independently Published
ISBN:
Category :
Languages : en
Pages : 0

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Book Description
It is not enough to buy a great deal at the right price. The investment's capital structure must be structured optimally to match the strategy and business plan for the deal and its investors. Structuring and Raising Debt & Equity for Real Estate sheds light on the various types of lenders and equity investors and deal structures so that you can better put together your next investment. In this book, you will also learn strategies to source and attract debt and equity partners, which are two key relationships in the real estate investment business. In Rob's previous bestselling book, The Definitive Guide to Underwriting Multifamily Acquisitions, he shares his process of analyzing a potential investment from A to Z. In this new book, Rob takes you through the next step of understanding real estate capital structures and how to raise debt and equity for your next real estate investment. "Structure trumps strategy in many cases and it is often undervalued. Taking advantage of promote crystallization, or 1031 exchange transaction options within syndicated deals or funds are two things often overlooked for example. Also, structuring private joint venture and Co-GP structures is the fastest growing segment within our club and the family office industry overall. Out of 1,000+ members of our investor club we selected Rob as one of a few to connect to a billionaire we have closed 18 deals with because of his expertise on deal structures and market access." -Richard C. Wilson, CEO of Family Office Club Billionaires.com "Structuring and Raising Debt & Equity for Real Estate builds on the insights from Rob's first book about analyzing multifamily investments and takes it to the next level by sharing the skills and processes needed to structure and acquire a winning investment. Whether you're looking to do your first syndication or joint venture with institutional capital, this book offers you the tools do so." -Joe Fairless, Co-Founder of Ashcroft Capital "While The Definitive Guide to Underwriting Multifamily Acquisitions provided readers with everything they need to do prior to getting into escrow, in Structuring and Raising Debt & Equity for Real Estate, Rob provides a no-nonsense outline of the exact structures and strategies which are working to actually get the deal funded and closed. This short but impactful book is required reading for real estate entrepreneurs of any level." -Hunter Thompson, author of Raising Capital for Real Estate & Principal of Asym Capital