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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.
Income
Portfolio diversification
Capital preservation
Inflation hedge
Simplified tax reporting
Professional management
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)
Comparing Reit Types
Annualized Returns (%) as of 12/31/20
Bloomberg Barclays US Aggregate Bond TR USD data sourced from Morningstar (https://performance.morningstar.com/Performance/index-c/performance-return.action?t=XIUSA000MC). S&P 500 Index sourced from Yahoo Finance (https://finance.yahoo.com/quote/%5EGSPC/history?p=%5EGSPC). NAREIT Equity REIT Index data sourced from NCREIF (NCREIF.org).
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.
OPEN FOR INVESTMENT
THE INCOME REIT
Nationwide
Minimum Investment
$5K
Annualized Rate
RealtyMogul Income REIT has consistently declared distributions on a monthly basis since it started its operation. All distributions equate to approximately 6.00% (net of fees) on an annualized basis based upon Purchase Price and Net Asset Value (NAV) as of 04/30/20. The annualized distribution rate is not a guarantee or projection of future distributions and may be modified at the REIT's discretion.
6.00%
Distribution Frequency*
The frequency with which you can expect to receive distributions. Distributions may be automatically reinvested or deposited to a bank account. Distributions are not guaranteed.
Monthly
A Real Estate Investment Trust with the objectives to pay attractive and consistent cash distributions; and to preserve, protect, increase and return your capital contribution.
Open for Investment
THE APARTMENT GROWTH REIT
Nationwide
Minimum Investment
$5K
Annualized Rate
The RealtyMogul Apartment Growth REIT has consistently declared distributions on a quarterly basis since it started its operation. All distributions equate to approximately 4.50% (net of fees) on an annualized basis based upon Purchase Price as of 01/01/18. The annualized distribution rate is not a guarantee or projection of future distributions and may be modified at the REIT's discretion.
4.50%
Distribution Frequency*
The frequency with which you can expect to receive distributions. Distributions may be automatically reinvested or deposited to a bank account. Distributions are not guaranteed.
Quarterly
A Real Estate Investment Trust with the objectives to realize capital appreciation in the value of our investments over the long term; and to pay attractive and stable cash distributions to stockholders.
Our REIT distributions to date
The Income REIT
Since The Income REIT’s inception in 2016, investors have received ${mogulReit1DistributionDuration} of consecutive distributions totaling ${mogulReit1DistributionAmount} .
${mogulReit1LastDistributionDeclaredAlt}%
Annualized Distributions (Net of Fees) As Of ${mogulReit1EffectiveDistributionDate}
RealtyMogul Income REIT has consistently declared distributions on a monthly basis since it started its operation. All distributions equate to approximately ${mogulReit1LastDistributionDeclared} (net of fees) on an annualized basis based upon Purchase Price and Net Asset Value (NAV) as of 04/30/20. The annualized distribution rate is not a guarantee or projection of future distributions and may be modified at the REIT's discretion.
Our REIT distributions to date
The Apartment Growth REIT
Since The Apartment Growth REITs inception in 2017, investors have received 17 quarters of consecutive distributions to investors totalling over $7.6MM.
${mogulReit2LastDistributionDeclared}%
Annualized Distributions (Net of Fees) As Of ${mogulReit2EffectiveDistributionDate}
The RealtyMogul Apartment Growth REIT has consistently declared distributions on a quarterly basis since it started its operation. All distributions equate to approximately ${mogulReit2LastDistributionDeclared}% (net of fees) on an annualized basis based upon Purchase Price as of ${mogulReit2EffectiveDistributionDate} The annualized distribution rate is not a guarantee or projection of future distributions and may be modified at the REIT's discretion.
REIT investing for retirement
Investing in real estate may be a great way to diversify your retirement portfolio and has the potential to generate long-term tax-deferred growth.
IRA INVESTING
On the RealtyMogul 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.
Gain New Investing Insight
Traded vs. Non-Traded REITS
There are different types of REITs you may invest in. The guide below is intended to give you some of the information you need to decide which type of REIT is best for you.
Fundamental Differences Between Equity REITs and Debt REITs
Investing in REITs may offer diversification and attractive yields compared to traditional investments. However, investors need to weigh all the advantages and disadvantages before deciding to invest in a REIT.
How to Invest in a REIT using a Self-Directed IRA
A Self-Directed IRA (SDIRA) is a distinct category of retirement account which allows you both greater control over managing your investments and potentially more freedom in the types of investments you can make than most other IRAs offer.