Sortis sponsors and manages the Sortis Real Estate Investment Trust (“Sortis REIT”), a non-traded perpetual real estate investment trust focused on the acquisition of core and core plus real estate assets. The Sortis REIT uses creative sourcing and hands-on management resulting in a diversified asset portfolio generating stable cash flows with longterm appreciation. The private REIT vehicle allows Sortis to provide cash flow in a tax advantageous manner and allow exposure to real estate equity as a hedge to inflation.
Equity shares in the fund are offered to Accredited Investors through a Regulation D private placement offering in a non-traded perpetual real estate investment trust vehicle.
Minimum Investment $25,000
Asset Class Core/Core+ Real Estate
Asset Hold Time 5+ years per asset
Distributions Quarterly
Structure Non-traded, perpetual life real estate investment trust (REIT)
Net Asset Value (NAV) Calculated Quarterly
Management Fee 1.25% of NAV per annum
Incentive Allocation After 5% hurdle rate, 87.5%/12.5% investor/sponsor
Tax Reporting Form 1099-DIV
Minimum Investment $25,000
Asset Class Core/Core+ Real Estate
Asset Hold Time 5+ years per asset
Distributions Quarterly
Structure Non-traded real estate investment trust (REIT)
A comprehensive analysis by Sortis Founder, Paul Brenneke of the impact rising rates have on alternative asset markets, with a particular focus on commercial real estate.
.png?width=119&height=79&name=Untitled%20design%20(2).png)
