A Direct Title Security is an investment structure that represents an investor’s 100% ownership of the equity in a single-member limited liability company (LLC) formed to acquire the individual home or homes.
Each Direct Title Security owns a Property with:
A Direct Title Security Offers Certain Unique Advantages with the Same Tax Deferral Strategies as Investment Structures you Already Know.
1. Rated by Egan Jones Ratings, December 14, 2023
*Please see page 2 for risk factors for comparison of a Direct Title Security, Delaware Statutory Trust, and Direct Estate Ownership for key differences and considerations..
Homes Ranging from $250-500K in Growing Metropolitan Statistical Areas (MSAs)
Full Title Control at Exit with the Ability to Sell the Home with the Lease in Place
Investors Receive a Payment Every Month for the Duration of the NNN Lease Term
Investor can sell their property or perform a 721 Exchange into the Sponsor’s REIT at any time
This Direct Title Security Offering is Structured to be Eligible for Tax Deferral Under IRC Section 1031
Custom Financing Options Available to Meet 1031 Exchange Requirements
Each Lease Includes Annual Rent Increases Built in to the Lease Agreement
Investor can refinance their property and pull out money tax-free, or sell properties off one at a time
Sponsor acquires properties that meet standards in markets and submarkets based on workforce strategy, property potential, safety, and economic trends.
Sponsor makes monthly net lease payments to investors related to the properties held within the Direct Title Security by the 20th of the month1.
Investors will be provided with a combination of financial, non-financial and tax reporting documents, that will be available through an investor portal on an individual basis.
The occupying tenants of the property will experience access to 24/7 customer service for all needs related to the property.
All regular maintenance and any major property renovations that need to occur will be managed and completed by the Property Manager.
The Property Manager will assume all responsibility for leasing, rent collection, repairs & maintenance, capital expenditures, and tax and insurance payments.
Any debt service payments will be deducted from net lease payments.
1. CBRE Research, CBRE Econometric Advisors, Census Bureau, January 2023.
2. John Burns Research and Consulting, LLC, tabulations of US Census Bureau Current Population Survey Annual Social and Economic Supplement via IPUMS-USA (Data: 2022, Pub: Mar-24)
3-5 Bed | 2-4 Bath
1,200 – 2,500 Square Feet
Midwest Sunbelt Markets with
GreatSchools Rating over 4 and Strong Local Economies
$250,000 – $500,000
Price Point
Years Built: 2010 – Present
$1,200 Minimum Monthly Rent
GreatSchools is an American national nonprofit organization that provides information about PK-12 schools and education. GreatSchools provides ratings and comparison tools based on student growth, college readiness, equity, and test scores for public schools in the U.S.
The sponsor is a BBB+ credit-rated1 tenant that assumes responsibility for all labor, time spent, and costs associated with maintaining, owning and leasing the investor’s rental property. Actively managing a rental property involves numerous headaches, from marketing and leasing the property to costly capital expenditures.
We don’t just offer advice; we architect solutions. Explore our real-world case studies to see how we navigate complex tax laws and market volatility to protect and grow our clients’ wealth.
Transitioning from Active Management to Passive, Investment-Grade Holdings