Is Fractional Ownership Right For You?

Many of my clients are individual investors, buying and selling investment real estate to grow their investment portfolios. One common question I hear from these clients is “how do I grow my investments faster?” They are concerned that the amount they have to invest on their own is simply not enough to achieve the long-term growth they desire.

One option I often suggest is fractional or co-ownership in the form of a Delaware Statutory Trust (DST) or Tenancy In Common (TIC). This type of joint ownership allows an individual investor to acquire a larger and hopefully more profitable real estate asset than what an individual investor could have purchased with only their own resources.

This type of investment ownership also gives the investor a better grade of investment property and allows an investor to better diversify his or her real estate investment portfolio through involvement with multiple DSTs or TICs. If you think a DST or TIC sounds right for you, discuss it with your investment advisor.

To find out how we can help you find and close on your next 1031 exchange property or to learn more about the exchange process and our qualified intermediary services, please visit our website.