Why Invest in Non-Traded REITs?

Non-traded REITs are not intended for all investors. However, for those investors with a long-term focus, REITs may provide:

  • Portfolio diversification.
  • Historically low correlation with other traditional asset classes.
  • Potential protection against inflation.1,2
  • Long-term income and growth within a portfolio.
  • Protection against daily market fluctuations.3


There is no assurance these objectives will be met.

If a REIT fails to meet the REIT qualification standards now or in the future, the REIT will be subject to increased taxes, which will decrease investors' returns. Investing involves risk, results are not guaranteed.

1 "NCREIF Property Index Returns," National Council on Real Estate Investment Fiduciaries, accessed on Feb. 16, 2016.
2 "Consumer Price Index," U.S. Bureau of Labor Statistics, accessed on Feb.16, 2016.
3 Non-traded REITs are considered an illiquid investment. There are significant limitations on the redemption of shares.