Equity Multiple Real Estate Investment Trusts Review
Investment Options
Equity Multiple offers customers three different paths to earning through real estatement investment: fund investing, direct investing, and tax-deferred investing.
REIT fund investing allows you to invest in multiple properties simultaneously. The concept is similar to mutual fund investing and offers the benefit of immediate diversifiction. Fund investing is often recommended to people who are new to REIT investing because, in theory, it lowers risk by spreading your investment out over multiple properties. Fund investing has a history of yielding higher ROI than other REIT investment options.
Direct investing is riskier because you are putting all of your eggs in one basket. If the bottom of the basket falls out, you know what happens to the eggs. Equity Multiple uses proprietary data analysis to target the most favorable properties. The company provides a detailed profile on each property it presents to investors which they can use to compare various direct investment options.
Tax-deferred investing is a strategy recommended for investors who recently paid or expect to pay substantial capital gains taxes.
No investment is fool-proof and, as you've probably heard on umpteen commercials, past performance may not be indicative of future results. Still, as of the date we collected data on Equity Multiple, the company reports a history of 13.7% average ROI which is considerably higher than the national average. One feature we appreciated about Equity Multiple's website is its realtime performance tracker. You can compare how well the company is doing against your other investments and make more informed financial decisions.
Fees
Equity Multiple does not provide any information on its website about the fees associated with its services. We would have preferred to see greater transparency around fees. More information may be available to customers who create an online profile on the website.
Accesibility
To invest with Equity Multiple, you must be an accredited investor. Accredited investors are authorized to invest in securities that may not be registered with financial authorities. To be considered an accredited investor, you must meet one or more qualifications. These criteria include high net worth and investment expertise. That makes Equity Multiple inaccessible to many individuals. However, for accredited investors, Equity Multiple's minimum investment requirements are modest. You can begin fund investing, for example, with $10,000.
Education
Equity Multiple offers dozens of both evergreen and timely articles for investors on its website. The company also features recorded podcasts on their site. You can access any of these resources without registering with the company or being an accredited investor. Customers can choose among basic education articles and others that focus on specific types of properties, tax considerations, and regulatory news.
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- Fund investing, direct investing, and tax-deferred investment options
- Invest through your LLC, LC, trust, or IRA
- Minimum investment starting at $10,000 (varies by offering)
- Proprietary data analysis technology to target top-returning funds and properties
- $2.5 billion in assets managed
- Learn about real estate investing through multiple online resources