Elevate Money has consistently paid a 6.5% APY every month to shareholders of its REIT. It also allows shareholders to benefit from the upside of the properties, if and when the properties are reappraised.

If you’re looking to exit your Elevate investment,  you can request to sell your shares back to Elevate at any time. Elevate Money will repurchase shares at their current value minus a 1% fee for shares owned for less than a year, subject to approval from their REIT's Board of Directors. For shares held longer than 1 year, there is no exit fee.

When Elevate’s REIT buys a property, the company (through its affiliate) earns an acquisition fee of 3% and an annual asset management fee of 1% of the property value.

Additionally, Elevate's affiliate earns a 15% commission when the REIT returns over 6%—aligning the company's interests with those of its shareholders.

Elevate Money’s properties are owned in the structure of a real estate investment trust (REIT). A REIT is a pass-through tax entity, where tax shelter benefits like depreciation are “passed through” from the REIT to the REIT shareholder investors (you).

This means that the dividends investors receive from Elevate’s REIT can be partially or totally “sheltered” from taxation, depending on their share of the depreciation deductions and other and other REIT expense tax write-offs.

Another benefit of REIT ownership is that the tax information you receive is in a simple one-page 1099 form. No messy K-1’s or other complicated tax return information reporting.

Down the road, if you elect to submit your REIT shares for repurchase, the amount you receive could result in a capital gains taxable event. Usually, capital gains tax rates are lower than ordinary income tax rates.

Your tax advisor or accountant would be able to provide more exact details, based upon your unique circumstances.