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REIT Funding, LLC

Overview:

As a trustworthy and diligent provider of REIT Services, REIT Funding is the reliable partner you need. We helped create the industry that makes these investments feasible, pioneering the third-party approach to helping REITs obtain accommodation shareholders more than 16 years ago. Since that time we’ve provided shareholders for more than 1,800 private REITs.

We’ve honed this process into a meticulous methodology – from initial offering to ongoing administration – to ensure successful outcomes. So rest easy. You can rely on our proven expertise and attentiveness to keep your REIT safe and in good standing.
REIT Funding at a glance

   REIT Funding has provided shareholders for over 1,800 private REITs, more than 550 of which required Qualified Purchasers.
   We’ve raised $220 million of equity from our investor group in the last 17 years, $1,000 at a time.
   Annually, we distribute 280,000 dividend payments and more than 140,000 Form 1099s.
   We provide shareholders for new REITs and obtain replacement shareholders for existing REITs.
   We serve multiple types of REITs:
       UBIT Blockers
       State Tax Planning REITs
       Taxable Mortgage Pool REITs
       REITs for offshore investors including Canadian & Dutch Pension Funds, Sovereign Wealth Funds, German Open Ended Funds, Australian Property Trusts and Non Treaty Investors
   We assist REITs formed as corporations, LLCs, limited partnerships and trusts regardless of state jurisdiction.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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