The Foundation Group’s NNN-1031 Investment Division was formed by Bruce Kahn, CCIM, CPM to assist investors and property owners in locating and understanding a broad selection of real estate and alternative investments. As the real estate marketplace transforms, ownership opportunities now include a large selection of income-producing commercial real estate and other financial vehicles*, in addition to traditional real estate. Today’s ownership opportunities include income-producing commercial real estate (net lease, single or multi tenant retail properties, multi-family, industrial and land) and alternative investments such as revenue producing oil & gas leases.*
As managing director of The Foundation Group, a full service Investment Real Estate Company, Bruce brings decades of experience in acquisition, sales, management, development, and other commercial real estate services to the process. We speci
alize in maximizing investment returns by using a disciplined long-term investment strategy; and focus on the goals of the investor.
Securitized Tenant In Common Investments* along with other alternative investments make more sense today than ever before. They can provide exceptional investment diversification without the nuisances of the three “T’s” (tenants, toilets & trash). For the first time in history, average investors can enjoy the benefits of institutional grade investment property ownership and remain actively involved in commercial real estate with all the benefits that it provides. With our vast knowledge and experience in Investment Real Estate, we feel that we can greatly assist our clients in the decision making and property selection process.
Each Investor has different goals and risk tolerances. We focus on the individual client and bring our extensive experience in the real estate field to the table. This enables us to generate a specific plan that can diversify the client into different property types in different geographic areas to help accomplish their investment goals.
Every investment has some element of risk, including loss of value, control, and liquidity. We can assist our clients in putting a portfolio together to assist them in minimizing and quantifying various risk elements.
We work with our clients in a goal-oriented manner to customize an approach and strategy for all types of exchange and investment vehicles. Our training, knowledge and understanding of the complex issues that drive real estate investments enable us to deliver superior levels of performance. We have actively worked with clients in hundreds of exchanges and have often served as professional asset advisors.
Tenant In Common/TIC Investments*
In a Tenant in Common (TIC) Program, each investor receives a separate deed evidencing a fractional ownership interest in a larger property. Investors are considered “tenant in common” and typically own their prorated interest in LLCs.
Net Lease Properties
Most net leased properties involve little or no management. In most instances, the tenant is responsible for the operating expenses including maintenance, repairs, taxes and insurance. Important consideration is given to the credit worthiness of the tenant, lease terms, demographics and physical location of the asset.
“People will always need roofs over their heads.” There are some significant benefits to owning multi-family properties including cash flow, upside appreciation and growth, lower risk capital preservation and good protection from inflation.
Favored by many institutional and private investors, retail investments generally involve longer term leases. These investments can be individual single use buildings, strip centers with credit anchors, specialty retail centers, and investment grade shopping centers.
Many land investments have no debt and generally do not generate cash flow. Typically land is purchased for appreciation. Land is a finite resource and good up-front research can mitigate risk.
From single tenant to large multi-tenanted properties, these properties typically have lower operating costs than other property categories with many or all of the costs billed back to the tenants.
Statistically, the aging population will create more demand in this area. Senior housing can be property specific and provide different levels of care and services.
Oil and Gas Investments*
For over a century, sophisticated investors have understood the benefits of royalty investments. Different programs deliver attractive risk adjusted performance.
Delaware Statutory Trust – DST*
A Delaware Statutory Trust, or DST is a legal entity created under the laws of the State of Delaware and may provide substantial investor benefits. A DST may be used as the structure to acquire 1031 replacement property but must comply with the requirements of IRS Revenue Ruling 2004-86. Each owner has a “beneficial Interest” in the DST.
*Securities offered through Bruce Kahn, CCIM, CPM, registered representative of Independent Financial Group, LLC. Member NASD, SIPC.
Whether you're a seller or a buyer, discover how The Foundation Group can help you succeed with your real estate goals.
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