Guide to Securitized Real Estate Investments

Table of Contents

04

What is a Securitized Real Estate Investment?

06

Assets vs. Structure

07

A Note on Real Estate Programs

10

Real Estate Investment Trusts (REITs)

12

Real Estate LPs and LLCs

13

§1031-Eligible DSTs and §721 UPREITs

14

Qualified Opportunity Zone (QOZ) Funds

16

Mineral Rights

19

Preferred Shares

20

Interval Funds

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