Upstream utilizes the technology offered by Realized, giving our clients access to some of the most comprehensive tools for real estate investing. These include a comprehensive investment plan, robust due diligence and a large DST marketplace.
SIMPLIFYING THE COMPLEXITIES
Your unique plan will help you employ a tax-deferral strategy that helps you transition your equity from individual properties into a diversified and passive portfolio. The components of your investment plan include a summary of your portfolio’s proposed investments, specific property details, projected net income estimates, your portfolio’s Confidence and Diversification scores, and more.
Each goals-based portfolio is built with one of three main objectives in mind: capital preservation, income generation, or growth.
The Confidence Score represents the level of confidence Upstream has in your overall portfolio to reach Sponsor income projections.
MAINTAINING YOUR PLAN
The Realized Marketplace provides a selection of potential real estate investments for inclusion in a portfolio. These offerings have successfully undergone the Realized Due Diligence review process, which involves a thorough analysis of the Sponsor, underlying real estate properties, investment structure, and other pertinent factors.
THE MARKETPLACE DIFFERENCE
As part of the Realized due diligence process, a team of real estate analysts provides investors with exclusive measurements such as Confidence Scores and net income analysis. These are only available in the offering summary on every potential investment.
We keep things simple so you can really understand what’s going into your personalized investment plan. Our process includes four major steps: