Prefer real-estate exposure without the day-to-day of being a landlord? Passive structures let your retirement capital participate in real estate while experienced operators handle the work.

What passive participation can look like

• Investing alongside experienced operators rather than managing property yourself.
• Defined roles, reporting cadence, and timelines documented up front.
• A potential fit for IRA or Solo 401(k) capital seeking diversification beyond the stock market.

Things to weigh first

• Whether a passive structure suits your goals, timeline, and account type.
• How leverage and UDFI / UBIT may apply when debt-financed real estate sits inside a retirement account.
• Liquidity -- passive real estate is generally a longer-hold position.

Whether this is right for you depends on your situation. Talk with our team to learn what may be available.

Important: This page is for informational purposes only and is not an offer to sell, or a solicitation of an offer to buy, any security or investment. Any investment opportunities, where available, are offered only through separate documentation and only to qualified or accredited investors where applicable, and are subject to availability. Consult your own legal, tax, and financial advisors. Past performance does not guarantee future results.