Non-Traded REIT Investments
Real estate income potential without daily public market trading.
What is a Non-Traded REIT?
A non-traded REIT is a real estate investment trust not listed on public exchanges. It can provide portfolio real estate exposure and income focus within a longer-term investment structure.
Non-traded REITs invest in various property types—from multifamily and office to industrial and retail—offering investors access to professionally managed real estate portfolios with a focus on income generation and capital appreciation.
Benefits
Diversification
Access to a portfolio of properties across sectors and geographies
Income Focus
Potential for regular income distributions from rental revenue
Professional Management
Experienced teams handle acquisition, management, and disposition
Reduced Daily Volatility
Not subject to daily public market price fluctuations
Important Considerations
Illiquidity
Non-traded REITs are typically illiquid investments with limited redemption opportunities
Fees
Understand upfront fees, ongoing management fees, and potential liquidation fees
Valuation Timing
Share prices are typically updated quarterly or annually, not daily like public REITs
Redemption Limitations
Redemption programs often have caps, waiting periods, and may be suspended
How We Help
Education & Suitability Review
Assess whether non-traded REITs align with your goals, timeline, and risk tolerance
Sponsor & Structure Due Diligence
Evaluate sponsor track records, investment strategies, and fee structures
Portfolio Integration Guidance
Help determine appropriate allocation within your broader investment portfolio
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