Real Estate Investments
J.P. Turner specializes in helping investors or real estate professionals identify quality real estate investment products that may fit their specific needs. Since 2002, we have completed some $175 million of transactions in non-traded REITs, LLCs and 1031s.
Real estate investment products provide you with the ability to diversify your portfolio beyond traditional stocks and bonds. Generally these are longer-term investments and many of them are not subject to the daily fluctuations of the stock market. Your J.P. Turner financial representative has access to some of the largest Qualified Intermediaries and product sponsors in the industry. Real estate investing can be a daunting task—your J.P. Turner financial advisor can assist you in identifying investment opportunities that are suitable for your investment goals and risk tolerance.
At J.P. Turner, our independence benefits you directly because we are not limited to proprietary product offerings. When selecting real estate investment opportunities you have many more options including:
- Institutional-quality assets such as office, industrial, multi-family, retail, self-storage and raw land
- A full-spectrum of property sizes
- Pre-arranged financing which generally is non-recourse to the investor
- Properties offered through J.P. Turner are generally managed by third-party property management companies eliminating your property management hassles
- Potential for increased after-tax cash flow
- Geographic diversification
- Multiple asset classes and properties
- Properties may be identified and closed in a timely manner
J.P. Turner offers several real estate investment options, including:
Real Estate Investment Trusts (REITs)
A REIT is a company dedicated to owning and, in most cases, operating income-producing real estate. They can offer the potential for immediate and long-term revenue similar to high-yield bond funds and dividend paying stocks. REITs represent ownership in a business with two unique features: the REIT must distribute the majority of its profits (90-percent) in the form of dividends to its shareholders and its primary business is in managing groups of income producing properties such as office buildings, office parks, apartment complexes and retail malls/shopping centers.Direct Participation Programs (DPPs)
DPPs are financial securities in which participating investors can take advantage of the business venture's cash flow and tax benefits.1031 Tax Deferred Exchanges
A 1031 exchange is a transaction in which a taxpayer is allowed to sell one property and buy another without currently recognizing capital gains, but instead deferring any tax consequence that may have been incurred.
Real estate investments involve substantial risks, including, but not limited to, the speculative nature of the investment, the absence of guaranteed cash distributions, the lack of liquidity, the risks of overconcentration/lack of diversity, various risks associated with owning, managing, operating and leasing commercial real estate property (such as low tenancy rates, delinquent lease payments, repairs, etc.), reliance on the investment manager and property manager for all decisions related to the management of a property, the existence of conflicts of interest among the manager, the property manager and associates, the possibility that the property may be overleveraged, and a variety of tax risks. In addition, associated fees and other costs may outweigh potential tax benefits. J.P. Turner & Company, LLC does not provide tax or legal advice; we urge investors to seek appropriate tax and/or legal counsel before making investments.
Note: J.P. Turner & Company, L.L.C. does not provide legal, accounting or tax preparation advice. You should always consult your tax and legal advisors for your specific situation.
