Ways to Invest with Us

Find the path that’s right for you. We understand that every investor’s strategy is different, and we’ll work with you to evaluate your investment options.

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01

Individually or Jointly

Investing individually, or jointly with a spouse, is the most common option among our investors. Distributions are sent directly to your personal bank account, with flow-through income/loss from the property reflected on your individual tax return.
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02

1031 Exchange

A 1031 Exchange is a popular method for investors interested in swapping out a current investment property for another of like-kind, as a way to defer capital gains. We are continuing to expand our experience in this area, and have worked specifically with DST and TIC structures. 
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03

Self-Directed IRA

A self-directed IRA is a type of IRA that allows an individual to hold varied investment options inside a retirement account. Therefore, the investor can decide what types of assets they want to invest in.
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04

Solo or Self-Directed 401K

A solo 401k (or self-directed 401k) is very similar to a self-directed IRA, except it is provided through a 401k plan. Not to be confused with your typical employer-sponsored 401k – this is for self-employed individuals, whose 401k’s are set up to allow for real estate investments.
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05

Limited Liability Company (LLC)

Do you have friends or family that you would like to invest with? Or maybe you want an added level of liability protection. Investing through an LLC might be a fit for you.
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06

Trust

Similar to an LLC, investing through a trust provides flexibility and liability protections for real estate investors.

Don't see an option that works for you?

We have a breadth of experience with all types of investors and investment strategies. Please reach out if you have any questions about other ways to invest.

EXCELSIOR INTELLIGENCE

Learn more about each approach.

Dig into the ways that you can invest in real estate to decide which is the best approach for your investment goals.

Schedule a 1:1 Strategy Call with Excelsior 

Talk with our investment team to review ways to invest with us.

Excelsior Capital

104 Woodmont Blvd, Suite 203
Nashville, TN 37205

investors@excelsiorgp.com

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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.