Too many REITs get it wrong, making money from their investors rather than for their investors while ignoring the benefits of a client-first approach. It’s especially troubling in retirement planning, something meant to solidify a lifetime of hard work and ensure your legacy lasts.
Make no mistake, private real estate investment trusts (REITs) belong in the retirement portfolio. The diversification and higher risk-adjusted returns they offer are especially important later in life. The fact that they’re required to pay 90% of cash flows directly to investors means regular and predictable income streams for retirees.
A recent analyses of the performance of real estate investments held by 200 of the largest U.S. pension funds found REITs delivered the highest average annual net returns at 10.68%.
Recent headlines stated: An estimated $3 trillion in retirement savings has been lost in 2022, mainly from 401(k)s and IRAs. Hyper-inflation and rising interest rates mean higher correlations, crushing the “upside potential and downside protection” of traditional 60/40 portfolios. Wealth preservation is paramount in retirement, and fixed income is no longer safe, reinforcing the need for alternative, non-correlated assets like private REITs.
While inflationary factors are front and center, other factors are just as compelling. Billionaire investor Sam Zell made his fortune from buying and holding undervalued real estate properties for extended periods.
Legendary investment manager David Swensen, who grew Yale University’s endowment by $30 billion, allocated 20 percent of the institution’s portfolio to REITs. Yet far from sophisticated strategies reserved for elite institutions, Swensen was a big fan of their use with investors of all types, including those planning for retirement.
Private REITs do not need a complete overhaul, rather simple yet meaningful tweaks.
High fees are one. Upfront fees are “great for the firm but not the investor, making it difficult to generate a useable return from the start” Noyack Managing Principal CJ Follini said. Performance-based compensation is a better way, ensuring an investor-first, “you earn then we earn” approach. It means a return of capital and a return on capital for every investor up to a specific internal rate of return, driven by rent, property appreciation, and time.
Diversification is another, more specifically, striking the right balance between single-asset and multi-asset strategies. Including too many assets dilutes scale and return potential, yet including too few increases risk and investment cost.
The answer is a balanced approach of thematically-linked investments that are complementary enough to achieve scale yet sufficiently diversified enough to address risk. They include properties that support the supply-chain infrastructure in delivering a particular good or service (dry warehouses, cold storage, medical offices, etc.).
Noyack Capital is a mission driven investment platform with a revolutionary concept—EVERYBODY should be able to invest like a billionaire with access to a variety of world-class private investments.
“NOYACK’s mission is revolutionary,” Noyack Managing Principal CJ Follini said, “ we provide all size investors universal access to private investment strategies usually restricted to sovereign wealth funds, large pension groups and UNHW’s. Why not change the world by eliminating the the most pervasive discrimination – economic inequality – with opportunity and financial literacy. Main Street not Wall Street.”
An investor can access Noyack Logistics Income REIT, Inc. by transferring or rolling over funds from an existing IRA or 401(k) plan.
By using funds invested in an existing IRA or employer-sponsored retirement account, the income thresholds and current year, tax-advantaged contribution limitations do not apply. The investor is simply reallocating a portion of their existing retirement account to a new investment. The income limitations and current year contributions thresholds only apply if the investor is trying to direct current annual contributions or a newly created retirement account directly into Noyack Logistics Income REIT, Inc. The tax-advantaged status remains as long as the REIT investment account is registered as a 401(k) or IRA.
Given this, an investor with an existing IRA, 401(k), or other retirement account can expand their retirement account into a portfolio of professionally managed, high-quality commercial real estate assets to grow and diversify their retirement savings.
Defined contribution (DC) plan sponsors, defined benefit (DB) pension administrators, and registered investment advisors (RIA) interested in adding private REITs options to their investment menus can simply contact a NOYACK representative for more information.
Pre- and post-retirees can’t afford to make a market mistake—there’s too little time to recover. Private REITs are a perfect way to get potential income and protection as a part of a professionally managed portfolio at a time it’s needed most.
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We may need to make changes to our Privacy Policy from time to time, to reflect changes to our website or services, to accommodate new technology or legal requirements and guidelines. We will notify you of significant changes to our Privacy Policy by sending a notice to the primary email specified in your account. Significant changes will go into effect 30 days following such notification. Any immaterial changes or clarifications will go into effect immediately. We urge you to periodically check the website for updates.
NOYACK Logistics Income REIT operates a website at noyacklogistics.com.
By using the Platform, you accept our Terms of Service and Privacy Policy.
Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss.
While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties.
Neither NOYACK nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence.
Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances.
Neither NOYACK nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.
THE OFFERING MATERIALS MAY CONTAIN FORWARD-LOOKING STATEMENTS AND INFORMATION RELATING TO, AMONG OTHER THINGS, THE COMPANY, ITS BUSINESS PLAN AND STRATEGY, AND ITS INDUSTRY. THESE FORWARD-LOOKING STATEMENTS ARE BASED ON THE BELIEFS OF, ASSUMPTIONS MADE BY, AND INFORMATION CURRENTLY AVAILABLE TO THE COMPANY’S MANAGEMENT. WHEN USED IN THE OFFERING MATERIALS, THE WORDS “ESTIMATE,” “PROJECT,” “BELIEVE,” “ANTICIPATE,” “INTEND,” “EXPECT” AND SIMILAR EXPRESSIONS ARE INTENDED TO IDENTIFY FORWARD-LOOKING STATEMENTS. THESE STATEMENTS REFLECT MANAGEMENT’S CURRENT VIEWS WITH RESPECT TO FUTURE EVENTS AND ARE SUBJECT TO RISKS AND UNCERTAINTIES THAT COULD CAUSE THE COMPANY’S ACTUAL RESULTS TO DIFFER MATERIALLY FROM THOSE CONTAINED IN THE FORWARD-LOOKING STATEMENTS. INVESTORS ARE CAUTIONED NOT TO PLACE UNDUE RELIANCE ON THESE FORWARD-LOOKING STATEMENTS, WHICH SPEAK ONLY AS OF THE DATE ON WHICH THEY ARE MADE. THE COMPANY DOES NOT UNDERTAKE ANY OBLIGATION TO REVISE OR UPDATE THESE FORWARD-LOOKING STATEMENTS TO REFLECT EVENTS OR CIRCUMSTANCES AFTER SUCH DATE OR TO REFLECT THE OCCURRENCE OF UNANTICIPATED EVENTS. YOU SHOULD READ THE OFFERING CIRCULAR
Full Disclaimer: The material contained herein does not constitute an offer to sell or a solicitation of any offer to purchase shares of stock in NOYACK Logistics Income REIT, Inc. (“NLI”), nor shall there be any sale of such interests in any state or other jurisdiction in which such offer or solicitation would be unlawful. Offers for the sale of any such shares will only be made to investors, who meet certain suitability standards, pursuant to the NOYACK Logistics Income REIT, Inc. Confidential Private Placement Memorandum (the “Memorandum*), which will be distributed by NLI at such time, if any, as it commences the offering of its shares of stock. Investments in NLI’s shares are not suitable for all investors. Investments involve a high degree of risk and should only be considered by investors who can withstand the loss of their entire investment. Prior to purchasing any such interests, prospective investors should carefully review the Memorandum, including the “Risk Factors” section, and any supplement thereto. Investors should perform their own investigations before considering an investment in such interests and consult their own legal and tax advisors. The information contained herein is qualified in its entirety by reference to the Memorandum. The past performance of NLI’s affiliates described herein is not indicative, nor a guaranty, of NLI’s future results and no assurance can be given that any of NLI’s investments will be liguidated on similar terms as those described herein or at a profit, or the amount of profit, if any. Accordingly, there is no guarantee that NLI’s performance will be similar to the prior performance of affiliates of NLI. The information contained herein is strictly confidential and only intended for the recipient and may not be redistributed without the prior consent of NLI. You may not disseminate, disclose or engage in any business activity based upon or otherwise use the information herein for any purpose other than an evaluation of a potential transaction described herein. You should conduct your own independent analysis of the information contained or referred to herein. Nothing contained herein is, or shall be relied upon as, a promise or representation, whether as to the past, present or future. You acknowledge and agree that NLI and its representatives are under no obligation to accept any offer or proposal by any person or entity regarding a potential transaction. While NLI expects to seek a liquidity transaction, there can be no assurance that an acceptable transaction will be available or that the market conditions for a transaction will be favorable during that time period. As a result, investors may be required to hold their Shares beyond the projected liquidity date. Private securities offerings are not registered with the SEC and are considered highly speculative. An investment in private securities is speculative, involves a high degree of risk and may result in the loss of your entire capital contribution.