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The Benefits of CRE Credit
in an Investment Portfolio

Adding CRE credit to an investment portfolio can provide diversification benefits as a result of the lower correlation with the returns on stocks or bonds. An investment in CRE credit can also provide the following benefits: 

  • Steady income: a fixed income opportunity with the potential for higher current income
  • Potential for higher risk adjusted returns: returns similar to higher risk, higher yielding fixed income investments but with lower volatility
  • Defensive position in the capital structure: when property values decline, the equity position absorbs the loss before the mortgage loan value is impacted

Download this informative White Paper to learn how CRE allocations, both in equity and credit, can play important roles in a well-structured investment portfolio. 


The Case for
Commercial Real Estate Credit

This White Paper will discuss portfolio asset allocation theory, the concept of asset class "correlation," and the potential role of "alternative" investments in a diversified portfolio, generally, and commercial real estate (CRE) credit as a distinct alternative asset class.

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check out our other insightful ebooks:
Qualified Opportunity Zones: The Facts

This informative fact sheet provides a better understanding of:

  • Qualified Opportunity Zones (QOZs)
  • Qualified Opportunity Funds (QOFs)
  • Potential Tax Benefits for Investors
  • QOZ Investing Timeline
INL Fact Sheet Preview Building Wealth 03.28-02
Building Wealth via the 1031 Exchange

This fact sheet provides a hypothetical example that depicts the tax benefits of a real estate property sale with 1031 exchange versus a cash-only sale.

Defer Capital Gains with a 1031 Exchange

Section 1031 of the Internal Revenue Code allows an investor to defer the payment of capital gains taxes that may arise from the sale of a business or investment property.