Why commercial real estate needs to included in your portfolio
For savvy investors looking to expand beyond stocks and bonds, real estate can offer a unique expansion of your portfolio. Commercial Real Estate (CRE) provides lucrative opportunities for diversifying investments, all while supplying an attractive array of investment benefits.
What is a real estate investment fund?
Real estate investment funds provide an appealing way to access the commercial and residential real estate markets, allowing investors of various financial backgrounds to forge new alliances and gain greater control over their investments. Through collective capital sources, real estate fund entities can take advantage by diversifying portfolios and leveraging economies-of-scale on new transactions.
How does a real estate investment fund work?
Real estate investment funds provide a clear path to wealth creation for many investors. By taking equity or debt positions in properties, investors can leverage asset appreciation and dividend income from the associated rents on these investments. This model allows shareholders to potentially benefit without bearing major risks of ownership, all while maintaining an attractive alternative return source compared to traditional fixed-income products offered by banks and other financial institutions.
Why invest in real estate?
Investing in real estate gives you the chance to unlock some exciting opportunities, such as earning passive income and expanding your portfolio. Plus, with monthly rents available and potential tax breaks on offer, it’s a great way to build up your resources for the future!
Why invest in commercial real estate (CRE)?
Commercial Real Estate (CRE) Investing has increased in popularity over recent years due to its consistent returns, higher yields, passive income, and potential for growth. Those considering an alternative investment may find that CRE offers increased earning power compared with residential rentals, which typically bring annual yields ranging from 6% to 12%. With careful consideration given to the area’s economy and other external factors influencing return rates on their investments, investors are turning en masse towards commercial real estate as an appealing option.
How do I start investing in Beyond's real estate investment funds?
Visit our Marketplace. Fill out the Accredited Investor Form and then transfer money into your Beyond account and you can start investing!
How do I create an account?
If you’re ready to take the first step toward investing with Beyond, visit our Marketplace! Just answer our quick, survey-style questionnaire with your contact information and investment objectives. Upon submission, we’ll grant you access to our platform and have an Investor Relations representative reach out for a one-on-one introduction if requested. Start now – explore your options today!
What is an accredited investor?
Individuals looking to participate in special private capital market investing must meet specific financial criteria. According to the Securities and Exchange Commission (SEC), an individual can qualify as an accredited investor if they have a projected two-year income of at least $200,000 (or joint income with spouse/spousal equivalent of $300,000) for the current year; net worth over one million dollars (excluding primary residence when counted together with their partner’s assets); OR hold Series 7, 82 or 65 license while being registered in good standing as a finance worker. Only accredited investors are eligible to invest in Beyond’s real estate investment funds.
How to qualify as an "accredited investor"? (i.e. a Trust, LLC, Partnership, or Corporation)
Accredited investors have access to unique investment opportunities, but there are other categories of individuals who may also qualify. Entities, such as trusts with more than $5 million in assets and controlled by a financially sophisticated individual, or any entity whose total investments exceed the same amount, can also be accredited without needing to meet the SEC’s definition of an individual investor.
What is the minimum investment?
The minimum investment amount is $20,000. However, some specific funds may require a higher investment amount.
What is Beyond's investment strategy?
With an eye for attractive returns and risk mitigation, we specialize in the acquisition of income-producing commercial real estate assets – primarily office, multi-family, and industrial properties located in top U.S. markets. With the potential to increase their value through capital improvements or active lease management strategies, our sound investment philosophy leverages thorough market analysis combined with strategic value-driven parameters to identify optimal investment opportunities to bring maximum returns on your portfolio and long-term financial security.
Can international investors invest in Beyond Funds?
Non-U.S. investors typically need to meet certain criteria in order to invest with Beyond—qualifications which may include investments of over $5 million or representing qualified purchasers who cumulatively have more than $25 million invested in the market.
Our services are specifically tailored to those residing within the United States. Participation is incumbent upon the international customer’s compliance with applicable regional laws as our offerings have not been registered abroad unless otherwise noted.
Will I be required to prove I am an accredited investor?
Beyond works hard to protect every investor’s interests. We strictly adhere to SEC rule 506(c), which involves verifying the accreditation status of each customer before any funds can be invested. To ensure complete compliance, investors are obligated to provide appropriate documentation proving their accredited standing with Beyond when requested. The following documents can be provided to verify your status as an Accredited Investor: (1) W-2s; (2) tax form 1040 (3) a letter from a broker-dealer, SEC-registered investment adviser, licensed attorney or CPA stating that you are an accredited investor (“a verification letter”); (4) Individual BrokerCheck Reports (as applicable).