Fulcrum Self-Directed: Better Options for Your Retirment Savings

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REITs as an Alternative Investment

REITs are a means by which an investor can invest into real estate without directly owning the property.  A REIT  is a company that accepts investors funds and, purchases properties owned by the REIT.  In most cases the REIT operates the income-producing property owned by the REIT….therefore, taking on the responsibility of the investment vs. the individual investor owning the property.

A REIT will typically own commercial real estate, which can run the gamut of strip malls, hospitals, office complexes, hotels, commercial real estate and more.  REITs may also even finance commercial real estate transactions.

REITs can be privately held or publicly traded…even on stock exchanges.  The intent is to treat the investment as one might invest into a mutual fund.

REITs may be held in either an equity or mortgage position…or, even a combination of both.

Learn more…

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About John Park

John

As co-founder of Fulcrum Self-Directed, John Park believes in the power of self-directed plans tempered by the individual responsibility to operate the plan in compliance with IRS and DOL regulations. As such, Fulcrum Self-Directed is in a unique position to assist a client in establishing an IRS compliance self-directed plan, while guiding clients with their responsibility to operate and administer their plan.

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