
Real estate is a critical part of a well-balanced portfolio
REASONS TO INVEST
Passive Income
Commercial real estate generates passive income and positive cash flow. Limited partners are able to invest and kick back as management takes care of the asset. Our investors receive monthly and quarterly dividends with zero active involvement.
Robust ROIs
Real estate offers many opportunities for double digit annual returns, particularly at scale. Over the course of your investment we use a multitude of tools including monthly cash flow, refinance, and property sales to return a cumulative profit to investors. At Upward Capital, we’ve seen returns of 15%+ on more than 75% of our investments.
Portfolio Diversification
Real Estate is almost always less volatile than the stock market and has a very low correlation with other major asset classes. Adding real estate to your portfolio can lower your portfolio’s volatility and can achieve similar if not higher returns.
Tax Advantages
Real Estate provides remarkable tax benefits from cost segregation studies and harnessing depreciation. Investors can often move their money between investments without paying capital gains penalties.
Appreciation
Real estate values and rents often increase over time. Not only can real estate investments be a hedge against inflation, it can lead to appreciation, higher returns and cash flow.
Improving Communities
We take our core values of community and character very seriously, so your investment will go towards making communities better, full stop. Whether it is helping improve where people live, visit, or vacation, your money will be put to work improving all properties we purchase.