Today’s investors find themselves in a quandary: Interest rates and public markets are volatile and unpredictable, making alternative fixed income products, more and more attractive to all investors. They seek to provide reliable monthly income, preservation of capital and are not correlated to the public markets, thereby eliminating price volatility. Meanwhile, stock and bond markets are uncomfortably volatile, putting investment capital at a higher risk.
Investors are more recently attempting to diversity their portfolios by investing in Certificates of Deposit and Corporate Bonds. Unfortunately, these investments are generally correlated to public markets causing their prices to fluctuate and create extreme volatility. Additionally, their average yields range between 1% to 3% annually.
How Do You Strive to Maximize Returns while attempting to Mitigate Risk to Your Principal?
IGRE has an option worth considering: a Targeted Investment Fund that seeks to acquire properties with diversity and balance as needed for an “Institutional Quality” portfolio. Both require conforming to a strict set of guidelines, which has been developed over decades by our firm’s Principals. Properties are carefully selected in areas that demonstrate growth in population as well as the industry in which the tenant operates.
The tenant focus is on recognizable, name-brand national companies selling “Essential”, “Necessity-Based" products that are historically in demand, particularly during an economic downturn or crisis.
The offering seeks a 6% preferred return, paid monthly from an “Institutional Quality” commercial real estate portfolio subject to availability of funds.*
Safety & Security: Tenants must have “Investment Grade” credit ratings, or be of comparable credit quality, with leases backed by their parent companies.
Property Profiles: We seek to invest diverse industry categories, such as fulfillment and distribution centers, grocery stores, healthcare companies, cellular carriers, home improvement stores, and other necessity based services.
*There is no guarantee that this objective will be met.