Turner Investment Corporation specializes in providing investors access to real estate through co-ownership and direct investment.
Our Core Service
Turner Investment Corporation specializes in helping investors acquire management-free real estate suitable for IRC §1031 & §1033 Exchanges or for direct investment.
Whether you are an experienced real estate investor or this is your first like-kind exchange (IRC §1031 or §1033 Exchange), we make the process easy, provide you with a robust selection of pre-qualified properties, and help you with individualized personal service every step of the way.
“It is our greatest pleasure to help real estate investors achieve their dreams and give them the time & freedom to enjoy life.”
Delaware Statutory Trust (DST) Real Estate – A way to enjoy life!
Real estate owned in a Delaware Statutory Trust (DST) provides investors relief from daily management responsibilities. DSTs includes pre-arranged non-recourseNon-Recourse – there is no personal liability for repayment of the debt. financing, with low minimum investmentMinimum investment – typically $100,000 for 1031 Exchanges and $25,000 for cash investments although minimums can be waived at the discretion of the sponsor. requirements that make it possible to purchase larger, institutional quality real estate, and to diversify your real estate portfolio.
Property that is owned by a properly structured DSTDSTs available to our clients include a tax opinion verifying that the requirements of Rev. Ruling 2004-86 have been met. qualifies as like-kind replacement property for a 1031 or 1033 exchange. Property identifications can be made in hours with closings completed in as little as 3 to 5 days. You can retire from tenants, toilets & trash with predictable income and peace of mind.
Drawbacks to DSTs include lack of control over daily property management, over important decisions such when to sell, and there is no public market in which to sell individual interests. In addition, a DST is an investment in real estate, and like all real estate is subject to market value and rental income fluctuations, vacancies, taxes, & governmental regulations. Investors must be accreditedAccredited – An Accredited Investor is defined in the Securities and Exchange (SEC) Rule 501 of Regulation D as: Any natural person whose individual net worth, or joint net worth with that person’s spouse, exceeds $1,000,000 not including their primary residence or Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person’s spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year..
Institutional Quality Real Estate without Stock Market Risk
Non-traded Real Estate Investment Trusts (REITS) provide investors the opportunity to invest in large portfolios of real estate or in portfolios of loans secured by real estate without the price volatility experienced by exchange-traded REITS, with potentially higher returns.
There are two general types of REITS; Equity REITs that invest in commercial properties such as shopping centers, offices, multifamily, self-storage, or industrial, and Mortgage REITs that provide financing for real estate. Hybrid REITS invest in a mix of both equity and debt.
REITS are allowed to reduce or eliminate their federal tax liability by deducting payments to shareholders. To qualify, REITS must meet strict requirements including the distribution of at least 90% of their taxable income to shareholders.
Non-traded REITS have limited or sometimes no liquidity with a typical life span of 5 to 10 years. Investors must meet certain net worth and income standards.
Examples are checking accounts, money market accounts, and Treasury Bills.
Private Investment Funds are available to Accredited investors seeking potentially higher returns and who value greater flexibility in investment strategies. Private Investment funds enjoy fewer regulatory hurdles (& associated costs) than public funds and have no public reporting requirements allowing them to be more nimble and to protect investment strategies.
We offer an attractive group of Private Funds that have been carefully selected and rigorously vetted. Private Funds are generally illiquid and have no public market.
Opportunity Zone investments are more than an alternative to IRC Section 1031 Exchanges for real property; they also provide relief from capital gains taxes created from the sale of appreciated stocks, bonds, collectables, art, businesses, business equipment and other types of personal property that is not eligible for 1031 exchange treatment. These investments are available only to accredited investors. Click here to read more about O-Zone Investments.
Making sure that your needs are met and that you are informed has ensured our success since 2005. Read about our Process below: