



 

Free TIC Guide




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REITs
(NON 1031 EXCHANGE)
Please
email us at info@cornerstoneexchange.com
if you would like more information on any any of these properties
or call us at 1 (800) 781-1031.
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KBS -
KBS Strategic Opportunity REIT

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Equity Remaining:
$1,000,000,000 |
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Preferred
Minimum Investment: $4,000 |
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Type: REIT |
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Term: Unknown |
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Status: Available |
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Projected
cash flow: Undetermined (but likely to be approx. 6% dividend) |
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Payment period: Monthly |
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Total Syndication: $1,000,000,000 |
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The KBS Strategic Opportunity REIT is a mortgage REIT and is seeking
to capitalize the opportunities made available due to the market
dislocation, lack of liquidity and government intervention. The REIT
will primarily focus on various types of debt, but expects to also
acquire direct real estate. The REIT became effective in
November 2009, and has satisfied the minimum offering amount except
for the states of Pennsylvania and Tennessee, which have higher minimum offering
amounts. According to KBS, they are in the process of closing their
first asset.
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Steadfast Secured Income REIT
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Equity Remaining:
$90,000,000,000 |
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Preferred Minimum Investment:
$25,000 |
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Type:
REIT |
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Status: Available |
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Projected Annual
Cash Flow: 7% |
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Total Raise:
$94,000,000,000 |
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Total Syndication:
$94,000,000,000 |
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This REIT is a newly
formed Maryland corporation that intends to own a diverse portfolio of
real estate investments focused primarily on the multifamily sector,
including stabilized, income-producing and value-added affordable
housing. In addition to multifamily properties, Steadfast may also
selectively invest in industrial properties, other types of commercial
properties and real estate-related assets such as debt instruments
(including the origination or acquisition of mortgage, mezzanine,
bridge, commercial real estate and other real estate loans as well as
securities of other real estate companies).
This offering is
externally managed by Steadfast Secure Income Advisor, LLC.
Steadfast is offering up to $94,000,000 in shares of common stock at a
purchase price of $9.40 per share. Steadfast has the option to increase
the offering by up to an additional $18,800,000 of shares of common
stock, for a total of $112,800,000.
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Inland
Diversified Real Estate Trust REIT
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Equity Remaining:
$5,000,000,000 |
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Preferred
Minimum Investment: $25,000 |
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Type: REIT |
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Term: Unknown |
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Status: Available |
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Projected
cash flow: Undetermined (but likely to be approx. 6% dividend) |
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Payment period: Monthly |
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Total Syndication: $5,000,000,000 |
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This
offering has a broad objective, as the REIT may focus on Commercial
real estate located in the US and Canada, which may be acquired
directly or indirectly by purchasing interests, including controlling
interests, in REITs or other real estate operating companies, with a
focus on retail properties; office buildings; multi-family properties,
including student-housing properties; industrial/distribution and
warehouse facilities; lodging properties; medical office buildings and
health-care related facilities; public infrastructure assets,
including toll roads, water utilities, correctional facilities,
airports, ports, electricity and gas transmission and distribution
networks and telecommunications facilities; and triple-net, single-use
properties. The Issuer may also originate and invest in real
estate-related loans and invest in real estate-related securities
including commercial mortgage-backed securities. Properties may
be existing properties with operating histories, newly constructed,
under development, or have not yet been developed. |
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Cole Credit Properties
REIT
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Equity Remaining:
$1,900,000,000 |
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Preferred
Minimum Investment:
$25,000 |
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Type: REIT |
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Status: Available |
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Projected Annual
Cash Flow : 6.75% |
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Total Raise:
$2,500,000,000 |
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Payment period: Paid monthly |
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Cole Credit
Properties III, Inc is a non-traded, registered REIT that intends to
invest primarily in high-quality commercial properties net leased to
investment grade and other credit worthy tenants. The REIT will
focus primarily on acquired properties with long-term triple net
leases to national and regional name brand retailers and will also
consider other commercial real estate investments. The REIT expects to
maintain a low level of debt (currently 5% LTV) with long-term fixed
rate debt.
To date the
REIT has acquired 84 properties since January 2009 at an average CAP
rate of 8.75%.
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Lightstone REIT
II
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Equity Remaining:
$270,000,000 |
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Preferred
Minimum Investment:
$25,000 |
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Projected Annual
Cash Flow: 6.5%
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Year Built: varies |
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Status: Available |
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Type: REIT |
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Total Raise:
$300,000,000 |
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Total Syndication:
$300,000,000 |
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Payment period: Paid
Quarterly |
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David Lichtenstein founded The
Lightstone Group in 1988 and has led the Company's growth into one of
the largest privately-held real estate companies in the country. The
Lightstone Group has been expanding its diverse portfolio in the
residential, industrial, office, retail and hotel industries throughout
the United States and has earned it investors an average 46.9% annual
return over the past 12 years (to be verified in PPM).
The Lightstone Group has become one of the largest
residential and commercial owners and operators of real estate companies
in the industry with a diversified portfolio of over 18,00 residential
units and approximately 30 million square feet of office, industrial and
retail properties in 27 states, the District of Columbia and Puerto
Rico.
Over the next two years of possible "serious buying
opportunities" in the commercial and residential real estate markets,
the Sponsor intends to acquire interests in primarily industrial
facilities, multi-tenanted retail space, office buildings, residential
apartment communities and other income- producing real estate. The
portfolio may include both active and passive investments and joint
venture transactions. The Sponsor will invest $50 million in cash or
property into the REIT to be distributed after investors have return of
capital plus 7% preferred return. |
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American Realty Capital Trust
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Equity Remaining:
$1,450,000,000 |
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Preferred
Minimum Investment:
$25,000 |
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Projected Annual
Cash Flow:
6.7% |
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Year Built: varies |
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Status: Available |
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Type: REIT |
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Total Raise:
$1,500,000,000 |
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Total Syndication: $ |
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Payment period: Paid monthly |
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American Realty Capital Trust (ARCT), a publicly registered non-traded
REIT, will use the net proceeds from this offering to acquire and
operate a portfolio of commercial real estate consisting primarily of
freestanding, single-tenant properties net leased to investment grade
and other creditworthy tenants located throughout the United States and
Puerto Rico. The current potfolio includes CVS Pharmacies,
Walgreens, Federal Express, PNC Bank, Auto Zone and other national
credit tenants.
Accreditation: $250,000 Net worth or $70,000 annual income with a
$70,000 Net Worth
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Griffin Capital
Net Lease REIT

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Equity Remaining:
$97,000,000 |
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Preferred
Minimum Investment:
$100,000 |
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Type: REIT |
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Status: Available |
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Projected Annual
Cash Flow: 6% (paid monthly) |
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Total Raise:
$100,000,000 |
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Total Syndication: $100,000,000 |
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Griffin intends to acquire assets consistent with their single tenant
acquisition philosophy by focusing primarily on properties:
· critical
to the business operations of the tenant;
· located in
primary, secondary and certain select tertiary markets;
· leased to
tenants with stable and/or improving credit quality; and
· Subject to
long-term leases with defined rental rate increases or with short-term
leases with high-probability renewal and clear income acceleration
potential.
Griffin has already identified 2 properties from their current portfolio
that will be included in this REIT—a distribution facility located in
South Carolina that is home to the second largest manufacturer of
hosiery products in the world, and a office/laboratory facility in
Illinois that is occupied by a engineering and construction company that
primarily serves the oil and gas industries.
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KBS’s Real Estate Investment Trust II
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Equity Remaining:
$1,500,000,000 |
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Preferred
Minimum Investment:
$25,000 |
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Type:
REIT |
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Status: Available |
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Projected Annual
Cash Flow: 6.7% |
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Total Raise:
$2,000,000,000 |
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Total Syndication: $ |
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LTV: % |
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Payment period: Paid
monthly |
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KBS Real Estate
Investment Trust II is a publically registered non-traded REIT offering
200,000,000 million shares of common stock at $10 a share, and
80,000,000 shares at $9.50 pursuant to a dividend reinvestment plan. KBS
II will invest the proceeds in a diverse portfolio of real estate
assets, and real estate related assets; these may include: mortgage,
mezzanine, bridge and other loans; debt securities. Traditionally, KBS
focuses on Class A office buildings in primary markets with credit
tenants. |
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Behringer Harvard Multifamily REIT
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Equity Remaining:
$1,200,000,000 |
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Preferred Minimum Investment:
$25,000 |
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Type:
REIT |
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Status: Available |
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Projected Annual
Cash Flow: 6% |
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Total Raise:
$1,500,000,000 |
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Total Syndication:
$1,500,000,000 |
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Behringer
Harvard intends to acquire and operate class A multifamily communities,
with a particular focus on using multiple strategies to acquire high
quality apartment communities located in infill markets such as Los
Angeles, Orange County, Seattle, and San Francisco. The REIT began to acquire assets in January 2009. The REIT is currently cash flowing at
6% with 21 properties.
Investors receive 100%
of all returns until the return of their initial invested capital, plus
a 7% per year cumulative, non-compounded return --- thereafter,
investors receive 85% of all returns with sponsor participation of 15% |
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Paladin REIT
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Equity Remaining:
$600,000,000 |
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Preferred
Minimum Investment:
$20,000 |
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Projected Annual
Cash Flow:
6% -6% - 6% - 6% -
6% |
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Year Built: varies |
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Status: Available |
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Type: REIT |
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Total Raise:
$750,000,000 |
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Paladin
Realty Income Properties, Inc is a diversified REIT by property type and
location, focusing on properties in the $5- $50 million range that we
purchase through a joint venture structure
Paladin
has invested in $3.4 billion of real estate, totaling over 200 assets and has
sponsored or advised 28 real estate programs.
Qualified/Retirement Money OK – No UBTI
Accreditation: $250,000 Net worth or $70,000 annual income with a
$70,000 Net Worth |
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Please
email us at info@cornerstoneexchange.com if you would like more information on any
any of these properties or call us at 1 (800) 781-1031.
Risks:
Please
also note that the listing above is not an offer to sell nor a solicitation
on an offer to sell and is being supplied to you for information purposes
only. All investments have inherent risks including those risks common in
real estate investment. Potential risks relating to each investment
property are disclosed in a private placement memorandum that must be read
by the investor prior to making an investment decision. These risks include
but are not limited to:
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Illiquidity (there is currently no secondary market), |
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Tax
status risk which may result in immediate tax liabilities, including
penalties, |
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The fact
that substantial fees associated with the purchase of the investment may,
in certain cases, outweigh the tax benefits, |
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The
risks of using leverage in real estate, |
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The
investment is speculative and involves a high degree of risk, |
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The
risks associated with fractionalized ownership in real estate and
investment contracts as securities, |
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Property
appreciation is not guaranteed, |
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The
potential for loss of principal invested, and |
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Other
certain risks are disclosed in detail within the Private Placement
Memorandum and should be reviewed before investing. |
Please
also note that in order to qualify as an investor in a public REIT there are
certain minimum accreditation standards. The accreditation standards
very per state but gernarally require the investor to have a net worth of at
least $250,000 or $75,000 of gross annual income and a net worth of at least
$75,000. If you do not meet this
definition of an accredited investor please notify us immediately and
disregard this message and it contents.
Security investments offered
through OMNI Brokerage, Inc. (Member FINRA, SIPC)
One City Boulevard West, Suite 870, Orange, CA 92868; Phone (800) 781-1031
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