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.”
Institutional Quality Real Estate
Identify and Close in 3-5 Days
Pre-arranged Non-Recourse Debt
Predictable Monthly Income
Easy Step-by-Step Process
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..
Non-Traded REITS & Private Funds
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.
Income producing vehicles are focused on creating higher current income for investors.To achieve the higher income stream, liquidity is often sacrificed for at least a portion of the investment period.The underlying assets may include real property or debt depending on the specific investment. These investments are available only to accredited investors.
For Real Estate Investors who Prefer Sole Ownership
Custom real estate investments are for accredited investors who do not want co-ownership with other investors and have a minimum of $3,000,000 to $5,000,000 in equity. We have a national network of firms with whom we make available net-leased and other asset classes of investment real estate, many of which are off-market. This is an opportunity to reach beyond your local area to find real estate that is not available to the general public.
Custom Real Estate Transactions are structured to meet the individual requirements of each investor’s situation. Properties can be structured as traditional real estate transactions or they can take advantage of unique options such as co-owning along side of a large company or fund, individually sized non-recourse debt, cash-out-refinance, and the option to conduct an UP-REIT (721 Exchange) UP-REIT - §721 of the Internal Revenue Code, commonly called an UP-REIT (Umbrella Partnership Real Estate Investment Trust) provides an alternative tax deferred exit strategy by allowing the property owner to convert their property into shares of a REIT. Owning shares in a REIT provides the benefit of a professionally managed and diversified real estate holding portfolio with the added benefit of liquidity (Publically traded REITs). A tax deferred exchange cannot be made when selling the REIT shares. at a later date.
We look forward to helping you find unique solutions for your real estate needs.
You Are our Most Important Investment
Making sure that your needs are met and that you are informed has ensured our success since 2005. Read about our Process below:
Your goals are our first priority. We will always listen before making any recommendations.
You will have easy access to our pool of rigorously pre-qualified properties; each structured as Delaware Statutory Trusts (DSTs) to be suitable for IRC §1031 Exchanges or Direct Investments.
You will have access to valuable & relevant information on topics such as: Like-kind exchanges, Delaware Statutory Trusts (DSTs), Tenants-in-Common (TICs), and 721 Exchanges (Up-REITs). Education is key to successful investments.
We will promote coordination with your team of key advisors including your accountant, attorney, and your accommodator if you are completing a like-kind exchange, .
We will help you to properly identify your pool of potential property acquisitions if you are completing a like-kind exchange.
We will work with you to complete the subscription documents for the property(s) you wish to acquire.
For every step of this journey; From understanding your goals, to education, property identification, and property acquisition—we will be by your side.
And after your property acquisition is complete, we will provide you with ongoing, personalized service. Your job is to enjoy life free from the burdens of property management.
View Current DST Property Offerings Suitable for 1031 Exchanges or Direct Investment
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