An investment that combines multiple smaller investments and issues shares in a pooled investment or trust.
1: Investors deposit funds into the Upside Avenue secure online platform and become shareholders in the REIT. (minimum investment is $2,000)
2: Once every quarter, Upside Avenue pools the deposits from investors into a larger fund and issues REIT shares.
3: Casoro Group uses the fund to purchase, renovate, and manage the portfolio of multifamily properties and sends the profits to the Upside Avenue REIT.
4: Midway through each quarter, the Upside Avenue REIT issues dividends to investors. The quarterly dividend can be issued to investors as passive income or reinvested into the REIT and issued as additional shares the following quarter.
Additionally, throughout your holding period*, real estate assets are periodically re-appraised. When you sell your shares in the REIT, you can earn additional returns from any increases in appreciation.
*see our FAQs for information about shareholder redemption and near-term liquidity and flexibility.