Leveraging Commercial Real Estate For Retirement

Strategies for diversification and passive income

Build Wealth For Your Future

Commercial real estate is one of the most popular non-traditional asset classes for retirement investing. An investment in real estate has the potential for long-term appreciation as well as consistent cash flow. Combined with the tax advantages of a qualified retirement plan, an investment in real estate may present a compelling case for building a sufficient nest egg.

Retirement Funds and REITS

A simple way to invest in commercial real estate is through a Real Estate Investment Trust (REIT). REITs are a diversified basket of commercial real estate and can have the objective of appreciation and cash-flow, without any of the responsibilities for the day-to-day management of the properties.

RealtyMogul allows investors to use retirement funds from their Self-Directed IRAs (SDIRAs) to purchase shares in public, non-traded REITs. By allocating to real estate, investors may diversify their portfolios and generate income that can grow and compound within a tax-sheltered IRA over time.

REITS: A RETIREMENT INVESTMENT TOOL

REITs are known for their objective of regular passive income, because they are required to distribute at least 90% of their annual taxable income to investors on a yearly basis in the form of dividends. Another essential characteristic of commercial real estate is the potential to protect against inflation. This benefit arises because property values and rents have historically been positively correlated with growth in inflation.

DIVERSIFICATION

Real estate has a low (or negative) correlation to other asset classes, which means REITs may shield IRAs from market volatility.

PASSIVE INCOME

Our REITs are designed to generate monthly or quarterly distributions, which investors may elect to automatically reinvest.

LONG-TERM GROWTH

Over time, real estate has the potential to grow in value and may even outpace inflation.

INVESTING IN REITS FOR RETIREMENT

Over the long-term, REITs compare favorably to traditional investment indexes, such as the S&P 500 and U.S. bonds. When dividends are automatically reinvested and allowed to compound over time, a retirement portfolio has the potential to generate long-term tax deferred growth.

ANNUALIZED RETURNS (%) AS OF 6/30/18

Disclosure

DISTINCT, STRATEGIC APPROACHES TO RETIREMENT

Many investors would agree that successful retirement planning requires a holistic investment strategy – one that seeks both income and appreciation. To accommodate this approach, each of our distinct investment tools offer a different objective.

MogulREIT I: Diversified

MogulREIT I is a public, non-traded REIT that is focused on providing monthly income to investors through debt and equity investments in a diversified pool of commercial real estate property types including multifamily, retail, office, and industrial.

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MogulREIT II: Multifamily

MogulREIT II is a public, non-traded REIT that is focused on providing investors with the opportunity for capital appreciation by investing in value-add multifamily apartment buildings with both preferred and joint-venture equity.

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GET STARTED QUICKLY

Step 1

Create Your Account

Complete your account profile online at RealtyMogul.com, and share your investing goals with us. The process is quick and simple.

Step 2

Select Your Investment

After you create an online account, select which MogulREIT offering you would like to invest in: MogulREIT I or MogulREIT II. Click Invest, enter your Personal Information, and under "Ownership Information" select "Retirement."

Step 3

Fund Your Investment

Our team will coordinate with you and your chosen SDIRA custodian to either process your investment into MogulREIT I or MogulREIT II directly from your existing SDIRA, or assist you with transferring funds to a new SDIRA custodian and subsequently with completing the investment.

Step 4

Track Your Investments

Once your investment is placed, you have full visibility into the performance of your investment via the RealtyMogul dashboard. Track your total current invested value and distributions.

Frequently Asked Questions About Retirement Investing

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