--- title: Wealthstone Group | Real Estate | Private Real Estate Investments description: Explore private real estate investments beyond traditional portfolios. Diversify with commercial properties to enhance returns and reduce risk. image: https://www.wealthstonegroup.com/hubfs/WealthstoneGroup.jpg --- - Client Portal [![Gold-Logo-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/?hsLang=en) [![Wealthstone-logo-gold](https://www.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://www.wealthstonegroup.com/?hsLang=en) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) Real Estate # Private Real Estate Investments #### We collaborate with clients to develop custom portfolios that leverage real estate to mitigate risk, reduce volatility, and increase passive income and growth. [Scroll](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments#next) ## Beyond Traditional: Real Estate Diversification An effective investment portfolio built with asset allocations among stocks, bonds, and cash is a thing of the past. In today's saturated and efficient traditional markets, achieving above-market returns with conventional portfolios is increasingly challenging. Investors now seek a balanced approach that delivers attractive returns with lower risk. Modern portfolios are diversifying strategically across uncorrelated assets and securities, including commercial real estate, to enhance return potential while minimizing risk exposure. We collaborate with clients to develop custom portfolios that leverage real estate to mitigate risk, reduce volatility, and increase passive income and growth. ## Sectors of Commercial Real Estate #### Residential - Multifamily - Single family rentals - Student/senior housing #### Industrial - Logistics and distribution - Warehousing - Manufacturing #### Retail - Malls - Grocery-anchored - Open-air and neighborhood centers #### Office - High-rise; amenity-rich; co-working - Central business district (CBD); suburban - Corporate headquarters/campuses #### Hospitality - Resorts; extended stay - Luxury - Select service - Conference/convention center ## There are two main categories of real estate investments: 1 #### Real Estate Equity - Equity denotes a share in the ownership of a property - The valuation of equity interest is determined by the property's value less any remaining debts, such as mortgage loans - The return on an equity investment is generated from rental income, appreciation in property value, or the sale of the property Real Estate Equity 2 #### Real Estate Credit - A mortgage or loan provided by an institution to a real estate property owner, generating interest income for the lender - Used to finance commercial property acquisitions, fund new developments, and enable refinancing for existing property owners - Lenders can include banks, insurance corporations, government-sponsored enterprises, and private real estate lenders Real Estate Credit ## Types of Commercial Real Estate Investment Vehicles There are four ways to invest in commercial real estate: 1 #### Direct Investments Purchasing real estate directly for either personal occupancy or to rent out, including options like a single-family house, an apartment complex, or a commercial property 2 #### Private Placements or Limited Partnerships Closed or open-ended investment funds dedicated to acquiring or funding real estate properties; typically open only to accredited investors with high minimum investment amounts 3 #### Interval Funds, Mutual Funds, Exchange Traded Funds (ETFs) A pool of capital from investors with the objective to invest in real estate operating entities and/or REITs, enabling access to a diversified investment portfolio with lower minimum investment amounts 4 #### REITs A non-traded or publicly traded company that owns, operates or finances income-producing real estate; required to distribute 90% of their taxable income to shareholders via dividends ## Publicly Traded REITs vs. Non-Traded REITs Publicly Traded REITs Non-Traded REITs Access Investors trade shares on public markets at prices that might vary from the actual value of the REIT's portfolio Investors subscribe and redeem at net asset value, investing directly with the manager or via an intermediary, without any exchange trading Investments Portfolio consisting of various real estate properties or loans, diversified by the nature of the property and/or geographic area Portfolio consisting of various real estate properties or loans, diversified by the nature of the property and/or geographic area Liquidity Exchange-traded: Investors purchase and sell shares, allowing for quicker access to their funds when needed Illiquid or semi-liquid: Periodic access to liquidity is typically available, but it is dependent on specific thresholds and requirements ## Dive Deeper Into Our Real Estate Offerings ![Wealthstone-Logo-GoldWhite-2-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=266&height=266&name=Wealthstone-Logo-GoldWhite-2-1.png) ### 1031 Exchanges Discover how to leverage tax-deferred exchanges to enhance your investment portfolio and secure your financial future. [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges?hsLang=en) ![Wealthstone-Logo-GoldWhite-2-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=266&height=266&name=Wealthstone-Logo-GoldWhite-2-1.png) ### 1033 Exchanges Explore the essential guide to leveraging 1033 Exchanges in real estate. Discover how you can defer taxes and enhance your investment strategy. [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges?hsLang=en) ![Wealthstone-Logo-GoldWhite-2-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=266&height=266&name=Wealthstone-Logo-GoldWhite-2-1.png) ### Delaware Statutory Trusts Discover how Delaware Statutory Trusts (DSTs) can transform your investment strategy, offering a blend of flexibility, diversification, and passive income potential. [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts?hsLang=en) ![Wealthstone-Logo-GoldWhite-2-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=266&height=266&name=Wealthstone-Logo-GoldWhite-2-1.png) ### Qualified Opportunity Zones Discover how you can contribute to America's underserved communities while enjoying significant tax benefits. [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones?hsLang=en) ## Request Information For more information on Private Real Estate Investments, please complete the form. ![Wealthstone-Logo-GoldWhite-2-1](https://www.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png) Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals. [Real Estate](https://www.wealthstonegroup.com/real-estate?hsLang=en) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges?hsLang=en) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges?hsLang=en) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges?hsLang=en) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts?hsLang=en) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones?hsLang=en) - [Private Real Estate](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) [Wealth Management](https://www.wealthstonegroup.com/services?hsLang=en) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management?hsLang=en) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments?hsLang=en) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income?hsLang=en) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation?hsLang=en) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation?hsLang=en) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops?hsLang=en) Resources - [Insights](https://blog.wealthstonegroup.com/insights?hsLang=en) - [Commentary](https://blog.wealthstonegroup.com/commentary?hsLang=en) - [Library](https://www.wealthstonegroup.com/library?hsLang=en) - [Events](https://blog.wealthstonegroup.com/events?hsLang=en) - [Videos](https://www.wealthstonegroup.com/videos?hsLang=en) Company - [About](https://www.wealthstonegroup.com/about?hsLang=en) - [Contact](https://www.wealthstonegroup.com/contact?hsLang=en) - [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call?hsLang=en) Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only. Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory Services offered through Arkadios Wealth. Wealthstone Group and Arkadios are not affiliated through any ownership. Check the background of this firm/advisor on [FINRA’s BrokerCheck](https://d5fymz04.na1.hs-sales-engage.com/Ctc/5H+23284/d5fYmz04/JkM2-6qcW6N1vHY6lZ3mYN4pK6WlBkpFCW7v0sYg2_wv5_W7ZC5_p9lMpV9N2mLYb3b1Kt3W19_SZt6-rMHvW8_x-wq4sYh1TW4XJbzr2-1sSdVL3HsH3txppfW1K-Z1Q56Lnk2W3s3crW4kSJHHW6241wl4TBfLgW4z17F_4Rzl4pVgZ43M7sNPmVN4mVB-08Rc3zW828Gqx6r8n-YW21lDn24045sWW3wDlGS3pQbHvW1p_B9Z2DSvXwW5mgq3g7XcLCGW6KxHb21y0S0CW39tHnF3KF-sqW72ntxK15y1kXf3wyRhz04). Copyright © 2026 Wealthstone Group. 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