Investing in Commercial Real Estate Through Insurance Vehicles
One of the most common challenges many real estate investors run into is having enough cash reserves to participate in all the deals they want to do.
[Webinar] Investing in Commercial Real Estate Through Insurance Vehicles
In a webinar hosted on May 29th, 2020, we were joined by Brock Fortner from StoneCentury Financial, David Befort from Max Performance Financial, John Perrings from StackedLife Financial Strategy as they presented on and discussed the power of this investment vehicle and real world examples of when it’s worked.
In this webinar we cover:
- How to use life insurance to acquire other assets
- The benefits of using whole life insurance as an insurance vehicle
- Creating your warehouse of cash
- How to accumulate capital without going to outside sources
- Case studies covering real life examples
If you’re interested in utilizing a safe, reliable investment vehicle, you may want to consider long term life insurance.
Some highlights from the webinar:
What specific benefits do you get from using life insurance as an insurance vehicle
- Guaranteed
- Uncorrelated to the market
- Tax-Free Accumulation and Distribution
- Tax-Free Dividends
- 100% Creditor Protected (depending on state)
- Leverage
How can you realign your assets to create a system that assists each other to work towards the same goal?
By creating an asset stack, you have to focus on capital accumulation first. Using life insurance cash value as your source of capital, you can essentially create your own private “bank” by readjusting the flow of your money. You can essentially get a loan from the insurance company to deploy capital.
Previous Articles
Excelsior Capital
A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.
Interested in learning more about Excelsior's investment opportunities?
Disclaimer
Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.