Upside Avenue

Upside Avenue

5.0

(1 Review)

Real Estate

Upside Avenue

Upside Avenue

Upside Avenue provides access to a professionally managed, diversified portfolio of income-producing multifamily real estate that was once only available to professional, high-net-worth investors.

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Highlights

+7.70%

Asset Class Return30d

#35 Rank

In Real Estate30d

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Invest from

$2K

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Upside Avenue Review

autor

Jessica Martel372 days ago

Want to diversify your portfolio with REITs? Here’s everything you need to know about Upside Avenue.

Overview

Get access to private real estate not available on the public market. Upside Avenue offers alternative investment in their Real Estate Investment Trust (REIT). Investment opportunities are offered to investors looking for an alternative, historically stable path to grow their wealth. The Upside Avenue REIT portfolio is dedicated solely to multifamily properties. Upside Avenue is backed by the experience and expertise of its award-winning parent company, Casoro Group, giving Upside Avenue unique access to institutional-quality real estate investments in high-growth real estate markets.

Things to Know

  • You make money on

    Value + Dividends

  • Fees

    2%

  • Min Investment

    $2,000

  • Payout frequency

    Quarterly

  • Term of investment

    12 months

  • Target Return

    10% - 15%

  • Liquidity

    Hard

  • Open to

    All Investors

  • Mobile Application

    No

Top Perks

  • Get access to private real estate not available on the public market

  • Multifamily REIT with a track record of positive performance for investors

  • Receive dividends as income or reinvest for more shares

How you make money

The REIT pays investors through quarterly income distributions as well as value earned through appreciation in the shares they own. Upside Avenue projects a 10-15% total return annually. Approximately half of that overall return will be in the form of quarterly distributions that stem from the net income of assets in the portfolio.

How Upside Avenue makes money

Investors at Upside Avenue REIT pay a 2% annual asset management and investment advisory fee.

Is it safe?

Upside Avenue is backed by the sophisticated experience and expertise of its award-winning parent company, Casoro Group. Casoro Group has conducted over $1 billion in real estate transactions since 2002 and has been through multiple cycles in the economy. Upside Avenue can invest alongside Casoro Group, which provides the REIT with the same quality of institutional deals and professional management. You can view their historical performance on the Casoro Group website. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. See website for full disclosure.

  • Established

    2018

  • Country Available

    Worldwide

  • Assets Managed

    n/a

How You’re Taxed

Capital Gains

Capital Gains

Short-term capital gains are from selling assets owned for one year or less, which are taxed at ordinary income tax rates. Long-term capital gains are for assets owned for more than a year, and are taxed at a lower rate than ordinary income, with rates ranging from 0% to 20% depending on your total taxable income.

Reviews

5.0
  • 5

    1

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  • 2

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Reviews (1)
J

Jenny

I wanted the benefits of real estate investing but don't have the time to do the actual deals myself right now. I like Upside Avenue because it gives me the opportunity to start earning some cash flow now until I can start investing directly into real estate myself.

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