ACCESS THE FULL POTENTIAL OF COMMERCIAL REAL ESTATE
INVESTING IN REAL ESTATE INVESTMENT TRUSTS (REITS)
UNDERSTANDING THE BASICS OF A REIT
A Real Estate Investment Trust, or “REIT”, is a single investment into a diversified basket of real estate properties
REITs are legally required to distribute 90% of all taxable income to investors on a yearly basis
REITs are often diversified by property type, geography, or multiple categories to achieve strategic objectives
REITs have historically been positively correlated with inflation, which may make them a possible hedge for inflation
INVESTMENT OBJECTIVES
REITS are typically known for their objective of regular distributions, as well as moderate long-term capital appreciation, though they may offer other potential benefits.
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    Income
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   Inflation hedge
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   Portfolio diversification
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   Simplified tax reporting
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   Capital preservation
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   Professional management
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COMPARING AVAILABLE REITS
In the broader investment market, investors have access to three types of REITs
• Public non-traded REITs
• Public traded REITs
• Private REITS (Non-traded)
ANNUALIZED RETURNS (%) AS OF 12/31/20
A PERFORMANCE HISTORY WORTH CONSIDERING
Over the long term, REITS have compared favorably to traditional investment indexes, such as the S&P 500.
MEET THE REITS
The focus of The Income REIT is to provide monthly income to investors through contractually obligated interest payments.
The focus of The Apartment Growth REIT is on long-term capital appreciation, in addition to providing quarterly income.
IRA INVESTING
On the FlexyGate platform, you have the option to invest into one of the REITs using a Self-Directed Individual Retirement Account (SD-IRA) either by rolling over funds from an existing IRA or opening a new IRA, directly with us.
LONG-TERM STRATEGIES
For investors looking to grow their retirement savings with a buy-and-hold investment strategy, The Apartment Growth REIT offers multifamily properties with value-add opportunities and appropriate risk-adjusted returns as well as the potential for value appreciation.
