How would I benefit by investing $5,000 into a Real Estate Trust, including tax breaks?

I am a single, middle class person.

Asked anonymously

1 Answer

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Answered by Dave Bradley, Investment Manager (Financial Advisor) in North Charleston, SC
Hi anonymous,

We get this one quite often. Some better questions to ask:
How much liquidity does the REIT have?
Do you understand REIT investing?
What is your time frame?
Any UBTI?

Here is a FINRA Investor Alert about REITS:
http://www.finra.org/investors/alerts/public-non-traded-reits-careful-review

Feel free to contact us directly to discuss this in greater detail. No obligation.

It's not what you make; it's what you keep that determines your lifestyle | 07.05.16 @ 22:03
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$commenter.renderDisplayableName() — {comment} | 12.06.16 @ 14:25
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