Streitwise
Streitwise
Tax Advantage REITs with a 8.3% average annual dividend. Benefit from quarterly cash payments throughout the life of the investment.
Highlights
+3.81%
Asset Class Return•30d
#30 Rank
In Real Estate•30d
Invest from
$1K
Overview
Streitwise is an online real estate investment platform that aims to provide investors exposure to a portfolio of primarily cash flowing properties located in markets where they feel the risk-return characteristics are favorable. They are a real estate investment trust, whose goal is to provide a professionally managed, diversified portfolio consisting primarily of high-quality office properties. Streitwise is sponsored and managed by Tryperion Partners. Tryperion Partners has acquired and managed over $750 million in commercial real estate properties in the last decade alone.
Things to Know
You make money on
Value + Dividends
Fees
2%
Min Investment
$1,000
Payout frequency
Quarterly
Term of investment
12+ months
Target Return
8% - 9%
Liquidity
Moderate
Open to
All Investors
Mobile Application
iOS
Top Perks
9.5% annualized dividend since inception
Investors benefit from quarterly dividends
Option to sell your shares quarterly
Other ways to invest in Real Estate
How you make money
Streitwise is an online real estate investment platform that aims to provide investors exposure to a portfolio of primarily cash flowing properties located in markets where they feel the risk-return characteristics are favorable. By investing in a Streitwise REIT, you earn income from the distribution of dividends and potential appreciation of the underlying properties. Dividends are paid on a quarterly basis. Once you are an investor you can opt into dividend reinvestment. Streitwise investors can also now invest using Bitcoin or Ethereum, along with standard options such as ACH (bank), check, or wire. They have now had 17 straight quarterly distributions that hit at their target return range, with every dividend payout over 7.2%. Their target return indefinitely is 8-9% net of fees.
How Streitwise makes money
Investing with Streitwise means you own your percentage interest of the REIT’s portfolio – without further layers of fees and profit sharing squandered to third-party sponsors. We are the sponsor and charge a 2% annual fee. An investor does not lose 2% of their investment annually as a result of this fee, the fee is typically taken out of the dividend payment.
Historically, according to FINRA, typical non-traded REITs might incur commissions or broker-dealer fees up to 15%, diminishing the actual investment amount. In contrast, while traditional REITs invest only 85 cents of every dollar, Streitwise invests 98 cents on each dollar raised.
Is it safe?
The Streitwise principals have over 40 years of combined real estate investing experience and over $5.4 billion in transactions, across market cycles. The three founding partners of Streitwise have a total of over 500,000 shares ($5 million total) invested in the REIT so their values are aligned with yours. They are not investing or administering investment in properties managed by unaffiliated third-parties. They are real estate investors first, using Streitwise as a means of raising capital, not a technology platform to raise money to invest in other groups’ real estate investments. What that means in terms of bankruptcy protection is that there is no “site” that can go bankrupt through which you would lose the ability to administer the investment. The risk that your investment would be subject to a bankruptcy would apply to a bankruptcy of the REIT itself or the Manager/Sponsor, in which case a standard market bankruptcy process would apply.
All investment documents are processed electronically on their website through technology and stock transfer agent services provided by FundAmerica and Computershare. These are both established and secure SEC-compliant platforms. This allows for an efficient and seamless investment process, while ensuring the authenticity and security of your information. Once your investment is processed and funds are received, you will be emailed a confirmation and your subscription agreement.
Established
2017
Country Available
Worldwide
Assets Managed
$76.7M
How You’re Taxed
Capital Gains
Short-term capital gains are from selling assets owned for one year or less, which are taxed at ordinary income tax rates. Long-term capital gains are for assets owned for more than a year, and are taxed at a lower rate than ordinary income, with rates ranging from 0% to 20% depending on your total taxable income.
Reviews
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Reviews (2)
Dallas
Lower fees and better management!
DivDan
Great for passive income / dividends and overall experience was really positive.
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