Capital Equity Group,
Inc. typically provides opportunities for ownership in the same
institutional quality real estate as owned by pension funds
and insurance companies. The company offers ownership in these
properties through a variety of investment vehicles. Some of
those investment types include: Tenant in Common Ownership,
Delaware Statutory Trusts, Real Estate Investment Trusts, and
Limited
Liability Companies.
is a form of real estate ownership where a property owner holds
title to an undivided fractional interest with other “co-owners”
in a larger piece of property. TIC investments allow individual
owners’ access to larger properties in which they may
not have access to or the capital to buy on their own.
is a form of real estate ownership by
which investors own a beneficial interest in the DST which is
a bankruptcy remote entity. Investors in the DST generally are
shielded from liabilities with respect to the property. A DST
may also permit a beneficiary to perform a tax free exchange
on its pro rata share of the property when it is sold.
is an investment pool which allows an
investor to own the real estate as a shareholder of a corporation.
REITs provide certain tax benefits and by law pay out most of
their income to shareholders to avoid being taxed at the corporate
level.
offer the members of a LLC ownership
of real property, yet provides protection from liabilities related
to the property. Much like a limited partnership, an LLC is
typically not taxed at the entity level; therefore investors
avoid taxation at both the entity and individual level.
Capital Equity Group, Inc. specializes
in real property acquisitions primarily through the following
models:
Institutional Co-Investment Partnering-
Partnering with large institutional investors
provides several potential benefits in acquiring a property:
- Institutional underwriting support
and experience
- Often provides better results in debt pricing
- Enhanced credibility with a seller and
an ability to close quickly on an acquisition
Regular Syndication –
Acquisition of real properties using a private real estate investment
trust (REIT) or limited liability company (LLC) offers several
advantages:
- These structures work ideally with opportunistic
plays (condominium conversion properties) and turnaround projects
(properties that have been undermanaged)
- These structures best facilitate partnering
with regional firms on an off market acquisition
Like Kind Exchange –
Acquisition of real estate through the use of like-kind exchange
equity offers the following potential benefits:
- Provides exchange investors the opportunity
to trade up in the quality of real estate owned
- Like-kind exchange equity facilitates
exchanging on a tax deferred basis into future properties
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