Phil Graham, EVP of Strategic Relations for Inland Securities Corporation, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss diversification and tax advantages of real estate investments.
Inland has been a leader in commercial real estate investments for almost six decades, launching over 800 private and public investment programs. The firm raised $30 billion in equity, which facilitated over $55 billion in real estate acquisitions. Today, the firm manages $17 billion in assets in 43 states with offerings in 1031 DSTs (Delaware Statutory Trusts), qualified opportunity zone programs, registered non-traded REITs, and Regulation D private placements. These products offer tax-advantaged investment opportunities to mass affluent and accredited investors.
Traditional real estate sectors include retail, office, multi-family, and industrial. Inland specializes in alternative real estate sectors driven by demographic trends, including self-storage, student housing, senior living, and manufactured housing. These alternative sectors may be less economically sensitive than the traditional sectors. Advisors may wish to diversify their real estate exposure across the traditional core sectors as well as the alternative sectors. Inland can work with advisors to make sure clients follow all of the requirements to take advantage of the tax benefits and tax deferrals offered by specific real estate investments.
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