Module 4: Investment Vehicles & Structures Separately Managed Accounts (SMA) Separately Managed Accounts in real estate provide tailored, investor-specific portfolios that balance professional management with full ownership, control, and transparency.
Module 4: Investment Vehicles & Structures Real Estate Syndications & Crowdfunding Syndications and crowdfunding let investors pool capital to access larger real estate deals, balancing professional management with greater accessibility.
Module 4: Investment Vehicles & Structures Limited Partnerships & LLCs LPs and LLCs are two of the most common structures in real estate investing, offering investors ways to limit liability, define roles, and balance control with protection.
Module 4: Investment Vehicles & Structures REITs (Listed & Private) REITs offer investors access to income-producing properties through listed and private structures, each with distinct trade-offs in liquidity, transparency, and investment accessibility.
Module 4: Investment Vehicles & Structures Real Estate Funds (Private Equity, Opportunistic, Core/Core-Plus) Real estate funds pool investor capital into institutional-grade properties, offering access to strategies that range from stable core income to high-growth opportunistic plays.
Module 4: Investment Vehicles & Structures Direct Ownership vs Indirect Ownership Choosing between direct and indirect real estate ownership depends on capital, control, and time commitment — each path offers distinct advantages and trade-offs for investors.