Category: Investing
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Investment Grade Bonds vs. High-Yield Bonds: Risks and Rewards
What Are Investment Grade Bonds? Investment-grade bonds are debt securities issued by companies, municipalities, or governments that carry a high credit rating, typically BBB- or higher from major credit rating agencies like Standard & Poor’s or Fitch. These ratings indicate that the issuer is financially stable and has a relatively low risk of default. Because…
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The Power of Co-Investing in Commercial Real Estate: Opportunities and Roles
3rd December 2024 | by the Investment Grade Team
The Power of Co-Investing in Commercial Real Estate: Opportunities and Roles Co-investing in commercial real estate has emerged as a dynamic and accessible investment strategy, appealing to a wide range of investors, from institutional players to individuals. By partnering with sponsors or taking on a Co-GP (Co-General Partner) role, investors can gain direct exposure to…
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The Tax Advantages of Passive NNN Investments Over Syndications
3rd December 2024 | by the Investment Grade Team
When considering real estate investments, Limited Partners (LPs) are often presented with a variety of choices, ranging from syndications that pool investor capital for large developments to direct ownership of investment grade triple net (NNN) properties. While syndications promise scalability and access to high-value projects, NNN investments stand out for their simplicity and tax advantages.…
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How Institutional LPs are Grading Multi Family Acquisition vs. Development with an Untrended Yield on Cost Target
3rd December 2024 | by the Investment Grade Team
The multifamily real estate sector is witnessing a cautious resurgence of equity investment activity. Institutional Limited Partners (LPs) are gradually reopening their coffers for ground-up developments, signaling a renewed interest in fueling growth within this asset class. However, developers face a pivotal challenge: identifying projects where construction costs are significantly lower than acquisition costs. In…
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Why Healthcare & Automotive NNN Tenants Will Continue to Perform Well in 2025
3rd December 2024 | by the Investment Grade Team
When investing in NNN (Triple Net Lease) properties, the quality of the tenant is a crucial factor in determining the stability and profitability of the investment. A good NNN tenant is one with a strong financial profile, a well-established market presence, and a business model that generates consistent demand. Tenants who provide essential services, exhibit…
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The Ultimate Guide to Investment Grade Securities
Investment Grade Securities play a crucial role in the world of finance. Whether you are an individual investor or a institutional player, understanding the ins and outs of this asset class is essential for making informed investment decisions. In this comprehensive guide, we will delve into the definition and importance of investment grade securities, explore…
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Investment Grade Security Token Offerings
3rd December 2024 | by the Investment Grade Team
Investment Grade Security Token Offerings: The Future of Real Estate Syndications. In today’s real estate market, investors face a myriad of challenges, primarily characterized by lack of liquidity and limited access for smaller investors. Traditional real estate investments often require substantial capital upfront, locking out individual investors who might not have significant financial resources but…
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Beneficial Ownership: How to Profit from Investment Grade Delaware Statutory Trusts
3rd December 2024 | by the Investment Grade Team
Delaware Statutory Trusts (DSTs) are becoming a go-to option for investors eyeing predictable returns and tax advantages. These trusts break down the barriers to owning a slice of the bigger, often more profitable, pieces of property. Without needing to dive into the nitty-gritty of property management or fronting hefty initial investments, DSTs offer a simpler…
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7 Essential Insights on Investment Grade Corporate Bonds: A Comprehensive Guide
Investment Grade Corporate Bonds Explained In the world of investment, diversity and stability are key to building a resilient portfolio. Among the myriad options available to investors, investment grade corporate bonds stand out as a source of reliability and potential steady income. These bonds, issued by corporations with a high credit rating, represent a safer…
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Syndication of Investment Grade Bonds Debt & Real Estate
3rd December 2024 | by the Investment Grade Team
The syndication of investment grade debt involves a complex and coordinated effort where multiple financial institutions collaborate to issue and distribute a large volume of bonds or loans. This process allows for the pooling of resources and expertise to manage and distribute substantial debt issuances that would be challenging for a single entity to handle…
