Start Investing | Streitwise | 7.3% Dividend avg since 2020 (2024)

Open to investors of all wealth levels starting at $3,515
✓ 27 straight quarterly distributions 1
✓ Dividend yield average of 7.3% since 20201
✓ REITs are an inflation hedge

Click Here to Start Registration

Overview The Offering Questions How to Invest

Why Invest in a Streitwise REIT?

  • Start Investing | Streitwise | 7.3% Dividend avg since 2020 (2)

    Professionally-managed real estate open to all investorsRare REIT offering open to non-accredited investors. See Properties in Offering section below.

  • Start Investing | Streitwise | 7.3% Dividend avg since 2020 (3)

    High dividend return history: 7.3% avg dividend1 since 2020Sponsor Tryperion Holdings has averaged 25.4% IRR / 2.01x on realized investments for fund investments since 2013.3

  • Start Investing | Streitwise | 7.3% Dividend avg since 2020 (4)

    Hedge against inflationReal estate, such as REITs, are one of the best assets to hedge against inflation. REITs have outperformed the stock market over the last 30 years2

  • Start Investing | Streitwise | 7.3% Dividend avg since 2020 (5)

    Over $20 million skin-in-the-game by founderShared alignment between investors and founder.

  • Start Investing | Streitwise | 7.3% Dividend avg since 2020 (6)

    Highest-rated real estate investing platform by Motley FoolRated #1 by The Motley Fool out of 25+ investment platforms

  • Start Investing | Streitwise | 7.3% Dividend avg since 2020 (7)

    Conservatively leveraged portfolio w/ long-term leases in place39% leveraged w/ an average weighted average lease term (WALT) of 4.84 years.

Open to

  • Start Investing | Streitwise | 7.3% Dividend avg since 2020 (8)

    All Incomes: Accredited & non-accredited investorsYou don’t need to be a millionaire to invest in Streitwise.

  • Start Investing | Streitwise | 7.3% Dividend avg since 2020 (9)

    Any location: USA & foreign investors

  • Start Investing | Streitwise | 7.3% Dividend avg since 2020 (10)

    Account Types: Individual/joint, entity (SD IRA’s/401k’s, trust’s, LLC’s)

Start Investing | Streitwise | 7.3% Dividend avg since 2020 (11)

Start Investing | Streitwise | 7.3% Dividend avg since 2020 (12)

Assets in this REIT Offering

Allied Solutions Building

The Allied Solutions Building is a mixed-use building in the heart of a major mixed-use office & retail development in the affluent Indianapolis suburb of Carmel. The 142,000 sf class-A project serves as the centerpiece of the heavily foot trafficked Midtown Plaza. Tenants include Allied Solutions, LLC (108,000 sf leased until 2030), F.C. Tucker (2029), Fork+Ale House (2029), Java Cold Brew Coffee (2030) and Penn & Beech (2029).

  • Class-A Office and Retail
  • Carmel, IN
  • Building and Parking Garage; 142,000 sf
  • $32 million (10-year term senior loan; 55% loan-to-cost)

Streitwise Plaza

Streitwise Plaza is a 290,000 sf class-A office park in the prestigious Sunset Hills area of St. Louis. We believe this is the best office asset in south St. Louis County. Streitwise Plaza features New Balance’s regional headquarters (leased until 2028), Spartan Light Metal Products (2028), Kadean Construction (2030), Wells Fargo (2025), among more tenants.

  • Class-A Office Park
  • St. Louis, MO
  • 3 buildings; 290,000 sf
  • $44 million (55% loan-to-cost)

Midtown III

The continued success of the Allied Solutions Building in Midtown Carmel has spurred our decision to expand our footprint in this area by acquiring the neighboring class-A office property. We believe this is also one of the best buildings in the Indianapolis MSA, if not the state of Indiana. Midtown III is 100% leased with 76.1% leased to two tenants: MJ Insurance (until 2029), and (Serendipity) Office Labs Indiana I, LLC (2034).

  • Class-A Office
  • Carmel, IN
  • 77,248 sf
  • $17.7 million (unlevered)

Future Acquisition(s)

We are currently targeting high quality commercial properties in markets where we feel that the risk-return characteristics are favorable. We aren’t willing to overpay for growth markets – instead, we like to pay fair prices for great properties in steady markets with less volatility. Think suburban-urban, secondary, and tertiary markets. We intend on acquiring, over time, a diversified portfolio of high-quality commercial properties with long-term leases in plaza.

    Top Questions Before Investing

    How do I get started?

    To get started, click here.

    You will then follow the registration questions as you are taken through the form. The total sign-up process time should take less than 5 minutes. Once this form is complete, you’ll receive instructions on when your account will be accessible and how to fund your investment.

    Live phone support for sign-up: 310-907-5527

    Is this REIT open to non-accredited investors?

    Yes; This is a rare Offering open to both accredited and non-accredited investors in accordance with the “qualified purchaser” requirements included in our Offering Circular.

    If you are a non-accredited investor and a natural person, your investment may be no more than 10% of the greater of (i) your individual or joint net worth, excluding the value of your residence, and (ii) your individual or joint income in each of the two most recent years, as well as your expected income in the current year.

    What is the minimum investment?

    The minimum investment is 500 shares at the NAV price in effect at the time of purchase. The minimum may change quarterly, based on share price changes. We also may adjust the share price minimum any quarter. Once you’ve invested you can increase your holdings in $500 increments.

    The minimum investment is $3,515.

    What are the fees?

    Investing with Streitwise means you own your percentage interest of the REIT’s portfolio – without further layers of fees and profit sharing squandered to third-party sponsors. We are the sponsor and charge a 2% annual fee. An investor does not lose 2% of their investment annually as a result of this fee, the fee is typically taken out of the dividend payment.

    All dividends quoted have been net of fees. We do not charge any other fees such as waterfall / profit-sharing fees, acquisition fees, developer fees, construction management fees, servicing fees, liquidation fees, property management fees, financing fees, disposition fees, or any other hidden fees that other non-traded REITs often hide from prospective investors by burying the hidden fees in the offering documents.

    What are the tax advantages of investing in REITs?

    There are several tax advantages to investing in REITs that aren’t available with other investable companies:

    1. Pass-through deductions: REIT investors can deduct up to 20% of their dividends.
    2. No double taxation: REITs are not taxed at the corporate level which avoids the “double-taxation” of corporate tax and personal income tax.
    3. Depreciation: Allows you to reclassify certain dividends from “ordinary income” to “return of capital”.

    Do you have a mobile app for investors?

    We do now have an iOS app for Streitwise investors that enables them to view their holdings, add more funds, access quarterly returns & tax returns, enroll in dividend reinvestment, among more features. We do not currently have an Android app available.

    Note: The iOS app is in beta testing.

    What's a real estate investment trust (REIT?)

    A Real Estate Investment Trust, or REIT, is a tax-advantaged company that owns income-producing properties and distributes the cash flow to investors in the form of dividends. Learn more about REITs here.

    In general, a REIT is an entity that:

    • Combines the capital of many investors to acquire or provide financing for a diversified portfolio of real estate investments under professional management;
    • Is able to qualify as a “real estate investment trust” for U.S. federal income tax purposes and is therefore generally not subject to federal
    • Corporate income taxes on its net income that is distributed, which substantially eliminates the “double taxation” treatment (i.e., taxation at both the corporate and stockholder levels) that generally results from investments in a corporation; and
    • Pays dividends to investors of at least 90% of its annual ordinary taxable income.

    How often will I receive dividends?

    We expect that we will declare and pay dividends on a quarterly basis, about 10 days after each financial quarter ends.

    How do I sell my shares?

    You will be able to redeem your shares after one year through our share redemption program, with no penalty after five years. However, we encourage all investors to take a long term approach to their investment with Streitwise.

    How much skin in the game do the founders have?

    Among the three founding partners, their current skin-in-the-game in Streitwise is over $20 million (3 million shares) in the REIT. This is a high skin-in-the-game, indicating their confidence in this investment going forward as well as an alignment of interest between investor and principals.

    What is current leverage (LTV)?

    This is a moderate / conservatively leveraged REIT with a current portfolio average of 39%.

    Can foreign residents and/or non-US citizens invest?

    Yes, it is possible to invest as a foreign / non-US resident and as a non-US citizen. Subject to certain limitations and clearances, we are able to accept international investors. Those with a US-based bank account will be able to invest through their bank and those without a US-based bank will need to complete a wire payment.

    On-boarding of foreign investors, registration and setup of the investor center, and delivery of physical correspondence may be delayed relative to domestic investors.

    Is there a dividend reinvestment program?

    Yes, once you are an investor you can opt in dividend reinvestment. You can enroll in dividend reinvestment in your Investor Center.

    What is the advantage of Streitwise over traded REITs?

    The advantage of Streitwise is potentially higher dividends by accessing properties not available through public market REITs. Consistent dividend payouts and consistent share prices means investors have generated large gains on their returns. There’s potential for large gains in the public stock market but dividend payouts are often smaller at 2-5% and at larger risk for fluctuations in prices.

    Our share prices are set quarterly unlike publicly traded REITs so there’s often more volatility as publicly traded REITs are more closely tied to the stock market. Main drawback is liquidity as they can’t be instantly sold which means you are not paying the liquidity premium like you would with publicly traded stocks.

    Why would I invest in office property right now?

    We believe commercial office property for the right price can be a strong investment opportunity in a post-Covid world, particularly class-A offices in secondary urban-suburban markets, areas with high in-office worker rates where well-amenitized spaces are in demand.

    Are there risks?

    Yes, there are risks. Similar to any investment, there is no guarantee of a return of principal or any return thereon. The real estate market is cyclical and it is difficult to know how and when the market will change.

    Start Investing | Streitwise | 7.3% Dividend avg since 2020 (2024)

    FAQs

    Is dividend investing worth it? ›

    Stocks and mutual funds that distribute dividends are generally on sound financial ground, but not always. Stocks that pay dividends typically provide stability to a portfolio but may not outperform high-quality growth stocks.

    What is a good dividend yield for a portfolio? ›

    What Is a Good Dividend Yield? Yields from 2% to 6% are generally considered to be a good dividend yield, but there are plenty of factors to consider when deciding if a stock's yield makes it a good investment. Your own investment goals should also play a big role in deciding what a good dividend yield is for you.

    How much do you need to invest to live off dividends? ›

    If you are considering a dividend-focused strategy, you should carefully assess your income needs and risk tolerance. For example, if you require an income of 100,000 per year and were looking at a dividend yield of 10%, you would need to invest 1,000,000.

    What REIT pays the highest monthly dividend? ›

    1. ARMOUR Residential REIT – 20.7% ARMOUR Residential REIT Inc.

    Is there a downside to dividend investing? ›

    “One mistake to avoid,” Cabacungan says, “is to buy a company's stock simply because it issues a high dividend.” If the company has leveraged excessive debt to fund the dividend, it could come at the expense of future profitability and hurt growth prospects.

    How to make $5000 a month in dividends? ›

    To generate $5,000 per month in dividends, you would need a portfolio value of approximately $1 million invested in stocks with an average dividend yield of 5%. For example, Johnson & Johnson stock currently yields 2.7% annually. $1 million invested would generate about $27,000 per year or $2,250 per month.

    How much would a $1 million portfolio pay in dividends? ›

    Stocks in the S&P 500 index currently yield about 1.5% on aggregate. That means, if you have $1 million invested in a mutual fund or exchange-traded fund that tracks the index, you could expect annual dividend income of about $15,000.

    How much can you make in dividends with $100K? ›

    How Much Can You Make in Dividends with $100K?
    Portfolio Dividend YieldDividend Payments With $100K
    1%$1,000
    2%$2,000
    3%$3,000
    4%$4,000
    6 more rows
    Mar 23, 2024

    Should I focus on dividends or growth? ›

    Dividend stocks are an important contributor to your long-term gains, and dividend-paying stocks tend to expose you to less risk than non-dividend-payers. That's why the majority of your stocks should be dividend-payers at all times.

    How much money do I need to invest to make $4000 a month? ›

    Making $4,000 a month based on your investments alone is not a small feat. For example, if you have an investment or combination of investments with a 9.5% yield, you would have to invest $500,000 or more potentially. This is a high amount, but could almost guarantee you a $4,000 monthly dividend income.

    How much do I need to invest to make $1 000 a month in dividends? ›

    The truth is that most investors won't have the money to generate $1,000 per month in dividends; not at first, anyway. Even if you find a market-beating series of investments that average 3% annual yield, you would still need $400,000 in up-front capital to hit your targets.

    How much do I need to invest to get $3,000 a month in dividends? ›

    If you were to invest in a company offering a 4% annual dividend yield, you would need to invest about $900,000 to generate a monthly income of $3000. While this might seem like a hefty sum, remember that this investment isn't just generating income—it's also likely to appreciate over time.

    What are the three dividend stocks to buy and hold forever? ›

    7 Dividend Stocks to Buy and Hold Forever
    Dividend StockCurrent Dividend Yield*Analysts' Implied Upside*
    Home Depot Inc. (HD)2.5%10.5%
    Procter & Gamble Co. (PG)2.4%15.4%
    Johnson & Johnson (JNJ)3.1%25.3%
    Merck & Co. Inc. (MRK)2.4%10.6%
    3 more rows
    Apr 9, 2024

    Does Coca-Cola pay monthly dividends? ›

    The Coca-Cola Company ( KO ) pays dividends on a quarterly basis. The Coca-Cola Company ( KO ) has increased its dividends for 52 consecutive years. This is a positive sign of the company's financial stability and its ability to pay consistent dividends in the future.

    What is the best dividend stock to buy right now? ›

    Here are three high-quality dividend stocks - Target Corporation (TGT), Republic Services, Inc. (RSG), and The Brink's Company (BCO) - that demonstrate steady earnings growth and generate ample free cash flow, ensuring their ability to sustain dividend distributions over the long term.

    Are dividends a good way to make money? ›

    They can help generate income during retirement or earlier and can also be reinvested to increase your total investment return. Consider owning dividend-paying companies through a low-cost fund or ETF in a tax-advantaged account as part of your long-term investment plan.

    Do dividends actually make you money? ›

    A quick refresher on how dividends work: Companies that earn excess profit can choose to return some of that money to their shareholders, as a sort of thank you, in the form of a regular cash payout. Some investors use these dividends as a form of income.

    Can you live off of dividends? ›

    It is possible to achieve financial freedom by living off dividends forever. That isn't to say it's easy, but it's possible.

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