REIT Investment Process

We’re leveling the investment playing field.

Thanks to changes in securities laws passed in 2012, every day investors who traditionally weren’t able to access large-scale investments can now diversify their portfolios by investing in non-traditional REITs.

A REIT is modeled after a mutual fund

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.

How the Upside Avenue portfolio properties are selected

The Upside Avenue REIT portfolio is dedicated solely to multifamily properties.

Casoro Group does the heavy lifting for the Upside Avenue REIT, purchasing, renovating, and managing each property and ensuring the health of the Upside Avenue REIT.

1. Identifying the Opportunity – Casoro Group has active working relationships with investment companies, high net-worth individuals, and financial institutions to source potential portfolio additions.

2. Subject Matter Expertise – Casoro Group employs experts in all aspects of the real estate acquisition and management process as well as individuals whose sole purpose is the enhancement of the communities who occupy the portfolio properties.

3. In-Person Inspections – Casoro Group performs an on-site evaluation with inspectors of every property before it’s added to the portfolio. Due diligence isn’t just reserved for paperwork.

Casoro Group does the heavy lifting for the Upside Avenue REIT, purchasing, renovating, and managing each property and ensuring the health of the Upside Avenue REIT.

1. Identifying the Opportunity – Casoro Group has active working relationships with investment companies, high net-worth individuals, and financial institutions to source potential portfolio additions.

2. Subject Matter Expertise – Casoro Group employs experts in all aspects of the real estate acquisition and management process as well as individuals whose sole purpose is the enhancement of the communities who occupy the portfolio properties.

3. In-Person Inspections – Casoro Group performs an on-site evaluation with inspectors of every property before it’s added to the portfolio. Due diligence isn’t just reserved for paperwork.

Join the waitlist for our new REIT

Our current REIT is fully funded and now closed. Join our waitlist for the new REIT and discover your upside in 2022.

Projected Growth of $15,000

Dividend Reinvestment Plan (DRIP)

Annual appreciation and quarterly distributions (or dividend reinvestments) are key features of our REIT.

projected returns
Shareholder redemption allows for near-term liquidity and flexibility.

Less than 1 year         No redemption allowed

1-2 years                    2% liquidity premium

2-3 years                    1% liquidity premium

3+ years                     No liquidity premium

Shareholder’s          No liquidity premium
death or disability

Client Testimonials

“Upside Avenue is one of the best companies I have ever worked with. The staff is very professional and will help you with any problem. I love how the minimum amount of entry is affordable for anybody and how you can own a piece of real estate without having to manage it. I highly recommend Upside Avenue to any invester thinking about joining the team.”

Andrew Wilson
Investor

Need a little more information before making a decision?

Download our Guide to Investment Diversification with REIT’s and learn how you could positively balance your investment portfolio.

Need a little more information before making a decision?

Download our Guide to Investment Diversification with REIT’s and learn how you could positively balance your investment portfolio.