Why Invest in Real Estate?

Any seasoned real estate professional will tell you the money is in the dirt.

Investors have realized that real estate is no longer just an alternative, but a strategic core investment that can preserve and grow wealth in the following ways:*

How Do You Allocate Your Portfolio? A Northern Trust study reveals that high-net worth individuals are likely to allocate significant portions of their portfolio to alternative investments, including real estate: 18% allocation for 70 percent of individuals with more than $1 million in liquid assets 26% allocation for individuals with more than $5 million in liquid assets

• Improve portfolio ROI: In the future, the U.S. population and economy are expected to grow, especially in select markets. As the population increases, urban areas expand, and the value of the land, improved or not, to which it expands can increase dramatically. Purchasing this land at the right time and under favorable conditions can result in considerable rates of return.
• Diversify your portfolio: A real estate investment fund is no longer just an alternative, but a strategic critical investment that can help stabilize your overall portfolio and provide outstanding rates of return.
• Minimize tax impacts: On properties held for investment purposes, your investment may receive capital-gains treatment.
• Provide potential long-term stability: Many investments can be marginalized by extreme competition or through changes in technology; however, real estate tends to hold its value over time.
• Own a tangible asset: A land investment fund is based on tangible real assets that can aid in estate planning.

As a member of Miller & Zimmerly Real Estate Investment Group, our partners have the opportunity to:

• Participate in multi-million dollar real estate deals that may otherwise be out of reach.
• Gain access to exclusive real estate opportunities.
• Maximize their buying power.

* Past performance is not an indicator of future results.