Retirement and Net Income

Collect the rent and live off the net income is a key component of real estate investment. Real estate investment securities are designed to allow investor access to commercial real estate benefits without the burdens of management and personal liability.

Owning investments that provide stable monthly income is attractive for many. The checks fund retirement living or compound while the asset remains intact. Retirees faced with minimum distributions find net income attractive.  

Securities based upon real estate assets may enjoy appreciation (or depreciation). If the assets are purchased in a market slump then appreciation may be significant.

Real Estate Investment Trusts, (REITs), as traded on Wall Street, are familar to many; less familar are non traded and private trusts. These may offer tax benefits and stability as well as other desired benefits. We believe that these can provide dependable income with preservation of capital.

Some funds are structured as LLCs with a variety of cash flow strategies based on commercial property or on mortgage debt. Those based upon apartment buildings are favored by many.

Access to "institutional" level properties is made possible by many real estate investment securities. "Institutional" means properties customarily bought by institutions such as insurance companies and pension funds. 

Retirees and income investors have the same desire for cash flow as the institutions; real estate investment securities allows investors access.

Annuities, Variable Annuties and other insurance products may be attractive to many investors.  They may fill an important part in retirement strategy. We believe that they are best understood as an insurance product to assure income. They have an embedded  insurance expense which impacts performance. In many cases, but not all, that expense is well worth the cost. We disclose, you decide.

Investors and retireees have more investment choices than many realize. A call or email to Sourcenet Investments may be the the best investment of the day.