Strategies
REALM offers its investors both opportunistic and yield generating investments.
3 Ways to Engage with REALM as an Investor:
- 1. Opportunistic Vehicles
- 2. Cash Flow Vehicle
- 3. REALM Advisory
Summary:
InnerREALM Investments (IRI) creates a diversified portfolio of direct real estate investments that are purchased at attractive bases, provide significant upside potential and, at the same time, are structured to minimize downside risk.
Each property is held individually, providing the opportunity to align the hold period with each property’s unique business plan. IRI targets opportunistic investments that typically provide both ongoing cash flow and intrinsic embedded value that can be realized over a 2- to 5-year hold period.
Benefits
- Guaranteed access to all of REALM’s opportunitic deal flow.
- Priority to 1031 exchange needs
- Complimentary REALM Advisory capability
Summary:
Realm Direct Investments (RDI) offers deal-by-deal investment discretion. RDI invests alongside InnerREALM, as allocations become available. Typically, 1 in every 3 opportunisic deals have an allocation through REALM Direct Investments.
Benefits
- “First-come first-serve” deal-by-deal access for opportunistic direct real estate ownership
- No obligation
Summary:
REALM Master Partnership (RMP) was originally conceived as the internal vehicle in which REALM principals could build their own long term ownership vehicle. The Partnership has now evolved to meet investor demand for a diversified and low-risk portfolio of properties that provide consistent and durable cash flow as well as the opportunity for long-term appreciation. We also structured the vehicle to act as an alternative to 1031 exchanges utilizing a 721-partnership code to be able to source attractive deal flow from owners of high-quality properties that have appreciated significantly.
Benefits
- Diversificaton across property type and geography
- Stable passive income
- Efficient Tax Deferral Strategy
- 1031 exchange facilitation
- Ease of ownership
Advisory services:
Summary:
Gain access to REALM’s collective $6 billion of transaction experience over the last 25 years to understand creative solutions with your personally held real estate assets based on market trends and personal priorities.
Each property will be held individually, providing the opportunity to align the hold period with each property’s unique business plan. IRI targets opportunisic investments that typically provide both ongoing cash flow and intrinsic embedded value that can be realized over a 2- to 5-year hold period.
Benefits
- Experienced partner: Leverage REALM’s proprietary underwriting capabilities to advise based on big picture objectives.
- Comprehensive partner: access to REALM’s network of sophisticated Real Estate Professionals
- Aligned and Transparent Partner: Since REALM won’t have financial incentives, we can provide an unbiased assessment of potential strategies with your individually held real estate portfolio.
REALM 1031 Exchange Program:
Summary:
Many family offices that invest with REALM experience the stress and urgency of a 1031 exchange. We use this program to construct bespoke 1031 exchange solutions that match our investors’ investment priorities, while, at the same time, providing peace of mind and assurance of closing.
Benefits
- Access to REALM’s proprietary deal flow
- Personalized up-leg exchange solutions.
- Assurance of closing