Why the RealtyMogul REITs
May be Right for You.
Learn how to invest in Real Estate Investment Trusts (REITs)
Understanding the basics of a REIT
A Real Estate Investment Trust, or “REIT,” is a portfolio of real estate properties into which one can make a single investment. RealtyMogul offers two REITs for your consideration when investing. Each REIT has a specific and targeted investment strategy.
REITs are legally required to distribute 90% of all taxable income to investors on a yearly basis
REITs are often diversified by property type, geography, or multiple categories to achieve strategic objectives
REITs have historically been positively correlated with inflation, which may make them a possible hedge for inflation
Investment Objectives
REITS are typically known for their objective of regular distributions, as well as moderate long-term capital appreciation, though they may offer other potential benefits.1,2
Income
Portfolio diversification
Capital preservation
Inflation hedge
Simplified tax reporting
Professional management
Comparing available REITs
In the broader investment market, investors have access to three types of REITs
The RealtyMogul Income REIT and the RealtyMogul Apartment Growth REIT are both public non-traded REITs.
- Public non-traded REITs
- Publicly traded REITs
- Private REITS (Non-traded)
The RealtyMogul Income REIT and the RealtyMogul Apartment Growth REIT are both public non-traded REITs.
Comparisons are shown for illustrative purposes only and do not represent specific investments. Equities are represented by the total return of the Standard & Poor’s 500 Index (the “S&P 500 Index”) and the NAREIT Equity REITs Index, both of which are subject to market volatility risk. The S&P 500 Index is an unmanaged, capitalization-weighted index designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries and is adjusted to reflect dividends paid. The NAREIT Equity REITs Index is an unmanaged, market-weighted index of publicly traded, tax-qualified REITs traded on the New York Stock Exchange, the American Stock Exchange, and the NASDAQ National Market System. The NAREIT Equity REITs Index reflects dividends paid. The S&P 500 Index and the NAREIT Equity REITs Index shown in this chart are meant to illustrate general market performance; it is not possible to invest directly in an index. The returns shown above are net of all fees and expenses. The performance of the indices has not been selected to represent an appropriate benchmark to compare to RM Income REIT or RM Apartment Growth REIT’s performance, but rather is disclosed to allow for comparison of RM Income REIT and RM Apartment Growth REIT’s performance to that of well-known and widely recognized indices. A summary of the investment guidelines for the indices presented are available upon request. Past performance is not a reliable indicator of future results.
A performance history worth considering
Over the long term, REITS have compared favorably to traditional investment indexes, such as the S&P 500.1,2
Meet the REITs
The objective of the Income REIT is to provide monthly income to investors through debt and equity investments in a diversified pool of commercial real estate property types.
The objective of the Apartment Growth REIT is on long-term capital appreciation, in addition to providing quarterly income through investment in multifamily apartment communities.
RM Adviser, the manager of RealtyMogul’s two REITs, sources the investments in which our REITs invest. RM Adviser reviews hundreds of transactions each year for investment consideration into our REITs, and only those that meet our rigorous underwriting standards are eligible for REIT investment. Learn more about our robust due diligence process.
OPEN FOR INVESTMENT
THE INCOME REIT
Nationwide
Minimum Investment
$5K
Annualized Rate
RealtyMogul Income REIT has consistently declared distributions on a monthly basis since it started its operation. All distributions equate to approximately 6.00% (net of fees) on an annualized basis based upon Purchase Price and Net Asset Value (NAV) as of 04/30/20. The annualized distribution rate is not a guarantee or projection of future distributions and may be modified at the REIT's discretion.
6.00%
Distribution Frequency*
The frequency with which you can expect to receive distributions. Distributions may be automatically reinvested or deposited to a bank account. Distributions are not guaranteed.
Monthly
A Real Estate Investment Trust with the objectives to pay attractive and consistent cash distributions; and to preserve, protect, increase and return your capital contribution.
Open for Investment
THE APARTMENT GROWTH REIT
Nationwide
Minimum Investment
$5K
Annualized Rate
The RealtyMogul Apartment Growth REIT has consistently declared distributions on a quarterly basis since it started its operation. All distributions equate to approximately 4.50% (net of fees) on an annualized basis based upon Purchase Price as of 01/01/18. The annualized distribution rate is not a guarantee or projection of future distributions and may be modified at the REIT's discretion.
4.50%
Distribution Frequency*
The frequency with which you can expect to receive distributions. Distributions may be automatically reinvested or deposited to a bank account. Distributions are not guaranteed.
Quarterly
A Real Estate Investment Trust with the objectives to realize capital appreciation in the value of our investments over the long term; and to pay attractive and stable cash distributions to stockholders.
Our REIT distributions to date
The Income REIT
Since The Income REIT’s inception in 2016, investors have received ${mogulReit1DistributionDuration} months of consecutive distributions totaling ${mogulReit1DistributionAmount}. 2
${mogulReit1LastDistributionDeclaredAlt}%
Annualized Distributions (Net of Fees) As Of ${mogulReit1EffectiveDistributionDate}
There is no guarantee that shareholders will receive a distribution, and distributions have been paid from sources other than the cash flow from operations, including net proceeds from our offering, cash advances by RM Adviser, LLC, manager of the Income REIT (the "Manager"), cash resulting from a waiver of fees or reimbursements due to our Manager, borrowing and the issuance of additional securities. The Manager may in the future declare lower distributions or no distributions at all for any given period.
Our REIT distributions to date
The Apartment Growth REIT
Since The Apartment Growth REITs inception in 2017, investors have received ${mogulReit2DistributionDuration} of consecutive distributions to investors totaling over ${mogulReit2DistributionAmount}.2
${mogulReit2LastDistributionDeclared}%
Annualized Distributions (Net of Fees) As Of 12/31/2023
There is no guarantee that stockholders will receive a distribution, and distributions have been paid from sources other than cash flow from operations, including net proceeds from our offering, cash advances by RM Adviser, LLC, manager of the Apartment Growth REIT (the "Manager"), cash resulting from a waiver of fees or reimbursements due to our Manager, borrowing and the issuance of additional securities. The Board of Directors may in the future declare lower distributions or no distributions at all for any given period.
REIT investing for retirement
Investing in real estate may be a great way to diversify your retirement portfolio and has the potential to generate long-term tax-deferred growth.
IRA INVESTING
On the RealtyMogul platform, you have the option to invest into one of the REITs using a Self-Directed Individual Retirement Account (SDIRA) by opening a new IRA, directly with us.
LONG-TERM STRATEGIES
For investors looking to grow their retirement savings with a buy-and-hold investment strategy, The Apartment Growth REIT offers multifamily properties with value-add opportunities and the potential for appropriate risk-adjusted returns as well as the potential for value appreciation.
Gain New Investing Insight
Traded vs. Non-Traded REITS
There are different types of REITs you may invest in. The guide below is intended to give you some of the information you need to decide which type of REIT is best for you.
Fundamental Differences Between Equity REITs and Debt REITs
Investing in REITs may offer diversification and attractive yields compared to traditional investments. However, investors need to weigh all the advantages and disadvantages before deciding to invest in a REIT.
How to Invest in a REIT using a Self-Directed IRA
A Self-Directed IRA (SDIRA) is a distinct category of retirement account which allows you both greater control over managing your investments and potentially more freedom in the types of investments you can make than most other IRAs offer.
DISCLAIMERS
1 Investments in real estate are speculative, highly illiquid, and involve substantial risk. You should not invest unless you can sustain the risk of loss of capital, including the risk of total loss of capital. Please carefully review the general platform disclosures and the specific offering documents for each investment product which contain important information about the fees you will pay, conflicts of interest, and relevant specific and general risks.
2 There is no guarantee that the RealtyMogul Income REIT, LLC’s (“Income REIT”) or RealtyMogul Apartment Growth REIT, Inc.’s (“Apartment Growth REIT”) members or shareholders, respectively, will receive a distribution. Distributions have been paid from sources other than cash flow from operations, including net proceeds from the offerings, cash advances by RM Adviser, LLC, manager of the Income REIT and Apartment Growth REIT (the “Manager”), cash resulting from a waiver of fees or reimbursements due to Manager, borrowings and the issuance of additional securities. The Manager of Income RIET or the Board of Directors of Apartment Growth REIT may in the future declare lower distributions or no distributions at all for any given period.
2 There is no guarantee that the RealtyMogul Income REIT, LLC’s (“Income REIT”) or RealtyMogul Apartment Growth REIT, Inc.’s (“Apartment Growth REIT”) members or shareholders, respectively, will receive a distribution. Distributions have been paid from sources other than cash flow from operations, including net proceeds from the offerings, cash advances by RM Adviser, LLC, manager of the Income REIT and Apartment Growth REIT (the “Manager”), cash resulting from a waiver of fees or reimbursements due to Manager, borrowings and the issuance of additional securities. The Manager of Income RIET or the Board of Directors of Apartment Growth REIT may in the future declare lower distributions or no distributions at all for any given period.