Dividends (10% annualized since inception)
Diversified exposure to real estate
Access to experienced real estate investors
Industry-leading fees, just 3% up-front and 2% on-goingRated best fees by realestatecrowdfundreview.com
Leading our current offerings is stREITwise Plaza in Sunset Hills, St. Louis. This is a 290,000 square feet Class A office park that features the Panera Bread HQ’s, New Balance’s Regional HQ’s, Wells Fargo, Edward Jones, Nationwide Insurance, among more. The aim of this acquisition is to provide investors a diversified portfolio of institutional‐quality office buildings.
Allied Solutions Building is a $32 million mixed-use building in the heart of a major mixed-use redevelopment in the affluent Indianapolis suburb of Carmel. The 142,000 square feet class A project serves as the centerpiece of the greater Midtown Carmel redevelopment. Tenants include Allied Solutions, LLC (108,000 leased until 2030), F.C. Tucker (15,750 leased until 2029). The aim of this acquisition is to provide investors a diversified portfolio of institutional‐quality office buildings.
Right now the Offering 1st stREIT Office consists of stREITwise Plaza and the Allied Solutions Building. We are currently actively pursuing additional properties. We do intend on acquiring, over time, a diversified portfolio of quality office properties. You can get more details about what’s in our Current Offering HERE.
We expect that we will declare and pay dividends on a quarterly basis, and that the dividend rate will be set at a level that we be believe will be consistent and sustainable over time. There can be no assurance as to when, if, and at what level, dividends will be paid as that is a decision our Board of Directors makes each quarter.
To the extent returns are generated on any investment, they would be reflected through (i) distributions in the form of dividends, and (ii) potential appreciation in asset value. The timing and amount of an investor’s return is not guaranteed, and past performance is not indicative of future returns.
Investments in stREITwise are open to both accredited and non-accredited investors in accordance with the “qualified purchaser” requirements included in our OC. If you are a non-accredited investor and a natural person, your investment may be no more than 10% of the greater of (i) your individual or joint net worth, excluding the value of your residence, and (ii) your individual or joint income in each of the two most recent years, as well as your expected income in the current year. Full detail on the qualification requirements is available in our Offering Circular.
$1,000 is the minimum initial investment. Once you’ve invested you can increase your holdings in $500 increments.
There is an upfront 3% fee and an ongoing 2% management fee, all taken out before your dividend distribution. For example, last quarter we distributed 10% annualized dividends to investors and that amount is net of fees, meaning fees were taken out beforehand.
Unlike some other REITs which charge up to 15% in the form of upfront fees, asset management fees, acquisition fees, disposition fees, financing fees, performance fees and other expenses, stREITwise has a simple and transparent fee model that results in much lower fees to our investors. This is the reason why we received the Best Fees Award by the Real Estate Crowdfund Review. Full details of our compensation and fees is included in our Offering Circular.
Yes, there are risks. Similar to any investment, there is no guarantee of a return of principal or any return thereon. The real estate market is cyclical and it is difficult to know how and when the market will change.
The stREITwise principals have over 40 years of combined real estate investing experience and over $5.4 billion in transactions, across market cycles.
There is a 1 year lockout, then you will have a quarterly option to participate in our Stockholder Redemption Plan, subject to certain restrictions that are fully explained in the Stockholder Redemption Plan of the Offering Circular.
Subject to certain limitations and clearances, we are able to accept non-U.S. international investors. The process for enrolling international (non-U.S.) customers is typically done over the phone where we go through the online form with wireless payments enabled.
On-boarding of non-U.S. investors, registration and setup of the investor center, and delivery of physical correspondence may be delayed relative to domestic investors.
Go here for full details about how to get started as an International Investor.
There are several tax advantages to investing in REITs that aren’t available with other investable companies:
For more information on the tax benefits of REIT investing click here.