Wealthstone Group | Real Estate | Private Real Estate Investments

An effective investment portfolio built with asset allocations among stocks, bonds, and cash is a thing of the past. In today's saturated and efficient traditional markets, achieving above-market returns with conventional portfolios is increasingly challenging. Investors now seek a balanced approach that delivers attractive returns with lower risk.

Modern portfolios are diversifying strategically across uncorrelated assets and securities, including commercial real estate, to enhance return potential while minimizing risk exposure. We collaborate with clients to develop custom portfolios that leverage real estate to mitigate risk, reduce volatility, and increase passive income and growth.

Residential

Multifamily
Single family rentals
Student/senior housing

Industrial

Logistics and distribution
Warehousing
Manufacturing

Retail

Malls
Grocery-anchored
Open-air and neighborhood centers

Office

High-rise; amenity-rich; co-working
Central business district (CBD); suburban
Corporate headquarters/campuses

Hospitality

Resorts; extended stay
Luxury
Select service
Conference/convention center

Real Estate Equity

Equity denotes a share in the ownership of a property
The valuation of equity interest is determined by the property's value less any remaining debts, such as mortgage loans
The return on an equity investment is generated from rental income, appreciation in property value, or the sale of the property

Real Estate Credit

A mortgage or loan provided by an institution to a real estate property owner, generating interest income for the lender
Used to finance commercial property acquisitions, fund new developments, and enable refinancing for existing property owners
Lenders can include banks, insurance corporations, government-sponsored enterprises, and private real estate lenders

Direct Investments

Purchasing real estate directly for either personal occupancy or to rent out, including options like a single-family house, an apartment complex, or a commercial property

Private Placements or Limited Partnerships

Closed or open-ended investment funds dedicated to acquiring or funding real estate properties; typically open only to accredited investors with high minimum investment amounts

Interval Funds, Mutual Funds, Exchange Traded Funds (ETFs)

A pool of capital from investors with the objective to invest in real estate operating entities and/or REITs, enabling access to a diversified investment portfolio with lower minimum investment amounts

REITs

A non-traded or publicly traded company that owns, operates or finances income-producing real estate; required to distribute 90% of their taxable income to shareholders via dividends

Publicly Traded REITs

Non-Traded REITs

Access

Investors trade shares on public markets at prices that might vary from the actual value of the REIT's portfolio

Investors subscribe and redeem at net asset value, investing directly with the manager or via an intermediary, without any exchange trading

Investments

Portfolio consisting of various real estate properties or loans, diversified by the nature of the property and/or geographic area

Liquidity

Exchange-traded: Investors purchase and sell shares, allowing for quicker access to their funds when needed

Illiquid or semi-liquid: Periodic access to liquidity is typically available, but it is dependent on specific thresholds and requirements

1031 Exchanges

Discover how to leverage tax-deferred exchanges to enhance your investment portfolio and secure your financial future.

1033 Exchanges

Explore the essential guide to leveraging 1033 Exchanges in real estate. Discover how you can defer taxes and enhance your investment strategy.

Delaware Statutory Trusts

Discover how Delaware Statutory Trusts (DSTs) can transform your investment strategy, offering a blend of flexibility, diversification, and passive income potential.

Qualified Opportunity Zones

Discover how you can contribute to America's underserved communities while enjoying significant tax benefits.

Private Real Estate Investments

We collaborate with clients to develop custom portfolios that leverage real estate to mitigate risk, reduce volatility, and increase passive income and growth.

Beyond Traditional: Real Estate Diversification

Sectors of Commercial Real Estate