Demographic-Driven, Recession-Resilient, Real Estate Investment Strategy
Why ALT REIT?
ALT REIT seeks to provide income- and growth-focused investors with the access to alternative real estate sectors
Market-Resilient Performance for Alternative Real Estate Sectors
Total Asset Value
Properties
Leased
Total Medical Office Building Square Feet
Student Housing Beds
*Data as of December 31, 2023. Portfolio shown is that of the Operating Partnership of ALT REIT. ALT REIT is the general partner of the Operating Partnership but currently does not own a significant economic interest in the Operating Partnership, and therefore does not own a significant interest in the underlying properties. As ALT REIT raises capital in its public offering, it will contribute the capital to the Operating Partnership in exchange for ownership interests in the form of Operating Partnership units.
Share Class Overview
Class I Share
$25.02
The transaction price presented is rounded to two decimal places.
Offering Terms
Availability: Through fee-based programs, registered investment advisors and other institutional and fiduciary accounts1
Minimum Initial Investment: $1 million (unless waived)
Fees:
- Upfront Selling Commission: None
- Dealer Manager Fee: None
- Annual Distribution Fee: None
- Management Fee: 1.25% of NAV of the Operating Partnership
- Performance Participation Allocation: 12.5% of the total annual return, subject to a 5% hurdle amount with catch-up
Class D Share
$25.02
The transaction price presented is rounded to two decimal places.
Offering Terms
Availability: Through fee-based programs, registered investment advisors and other institutional and fiduciary accounts2
Minimum Initial Investment: $2,500
Fees:
- Upfront Selling Commission: Up to 1.5%
- Dealer Manager Fee: None
- Annual Distribution Fee: 0.25%
- Management Fee: 1.25% of NAV of the Operating Partnership
- Performance Participation Allocation: 12.5% of the total annual return, subject to a 5% hurdle amount with catch-up
Class S Share
$25.02
The transaction price presented is rounded to two decimal places.
Offering Terms
Availability: Through transaction/brokerage accounts
Minimum Initial Investment: $2,500
Fees:
- Upfront Selling Commission: Up to 3.5%
- Dealer Manager Fee: None
- Annual Distribution Fee: 0.85%
- Management Fee: 1.25% of NAV of the Operating Partnership
- Performance Participation Allocation: 12.5% of the total annual return, subject to a 5% hurdle amount with catch-up
Class T Share
$25.02
The transaction price presented is rounded to two decimal places.
Offering Terms
Availability: Through transaction/brokerage accounts
Minimum Initial Investment: $2,500
Fees:
- Upfront Selling Commission: Up to 3.0%
- Dealer Manager Fee: 0.5%
- Annual Distribution Fee: 0.85%
- Management Fee: 1.25% of NAV of the Operating Partnership
- Performance Participation Allocation: 12.5% of the total annual return, subject to a 5% hurdle amount with catch-up
- Class I shares are also available for purchase (A) through participating broker-dealers that have alternative fee arrangements with their clients to provide access to Class I shares, (B) by our executive officers and directors and their immediate family members, as well as officers and employees of our Advisor, Inland or other affiliates and their immediate family members, and joint venture partners, consultants and other service providers.
- Class D shares are also available for purchase in this offering only (A) through participating broker-dealers that have alternative fee arrangements with their clients to provide access to Class D shares, (B) through transaction/brokerage platforms at participating broker-dealers.
The Rise of Alternative Real Estate Sectors
SELF-STORAGE
Demand Driven by Life Events and An Increasingly Mobile Society
Demand for self-storage is primarily driven by four major life events – death, divorce, downsizing, dislocation – that occur regardless of the economic environment.
HEALTHCARE
Aging Population Driving Healthcare Real Estate Demand
The demand for healthcare real estate is increasing due to the long-term tailwinds of an aging (65+) U.S. population that by 2031 is expected to account for 75 million people, nearly double that of 2008.1
EDUCATION
Strong Fundamentals Support Multi-Decade Performance for Student Housing
Increasing college enrollments coupled with a supply and demand imbalance of housing options at the campus level drives outsized demand.
The Inland Difference
Sponsored Programs
Completed Programs
Real Estate Purchased
More than 55 years of industry expertise
Integrity, expertise, and 55 years of experience. Inland’s management acumen and operational expertise allow ALT REIT to focus on the operations of its properties and the fundamentals of its business with the goal of creating real value for stockholders.
End-to-End Real Estate Services
- Acquisition/Disposition
- Development/Redevelopment
- Property Management
- Financing
- Leasing
- Brokerage
Data as of 12/31/2023
Inland Investments considers a program to be complete at the earlier of the time when affiliates of Inland Investments are no longer serving as the business manager, the program lists its shares of common stock for trading on a national exchange, sells all or substantially all of its assets, or merges with a third party and is not the surviving entity in that merger.
Resources
1. SmartAsset. What Retiring Baby Boomers Mean for the Economy. March 2023.
Opinions represent ALT REIT’s view of the current market environment. An investment in us has material differences from a direct investment in real estate, including related to fees and expenses, liquidity and tax treatment.
Resources
1. SmartAsset. What Retiring Baby Boomers Mean for the Economy. March 2023.
Opinions represent ALT REIT’s view of the current market environment. An investment in us has material differences from a direct investment in real estate, including related to fees and expenses, liquidity and tax treatment.