Sponsor

2023/06/28

One fund with 2 different share classes - 37th Parallel

Dear Investor-

37th Parallel was started based on one single overriding idea: provide attractive risk-adjusted returns from quarterly income and long-term equity growth to investors through a multifamily investment platform holding attractive assets in strong US markets.

And, with over $1 Billion in multifamily transaction volume and a 100% profitable track record, 37th Parallel continues with that same strategy.

Obviously, they are not all things to all investors. So it's critically important to them to speak with their investors, understand their needs, and make sure they are a match for you and you for them.

By way of disclosure, we have an advertising relationship with 37th Parallel, meaning we get paid for making this introduction and sharing this content. As always with these types of deals, consider this an introduction and not a recommendation. Every deal is unique and the responsibility to vet any and every deal you invest in still lies with you. This opportunity is available to accredited investors only.

During thousands of client conversations over the years, 37th Parallel has found that most investors fit into one of two categories. Some people are early in their careers, have long time horizons, and have higher risk tolerances. They typically have high percentages of growth stocks in their portfolios with little to no bonds. They want to add multifamily real estate for high returns and diversification.

Recurring tax-efficient income is less important to them than overall return at their life stage.

On the other hand, they have several hundred very income-focused investors - either because they are at a life stage where income matters more, or they have other growth vehicles and want strong income production to lower portfolio volatility.

They want tax-advantaged income that is non-correlated to the stock market with a strong return history.

They also like the stability of multifamily real estate and appreciate that apartment values and prices are not inversely related like bonds. So over time, apartments can produce higher incomes while also appreciating in value.


37th Parallel
Regardless of what kind of investor you are or whether you are a hybrid of the two, 37P - Fund II may be a good option.

Income & Total Return Fund II was created to meet both investor types' needs with Class A (Income) and Class B (Total Return) shares.

Class A shares get first access to cash flows and a 9% annualized preferred return. To provide these higher yields, they limit the number of Class A shares and cap the overall annual return at 9%.

Class B shares have a 7% preferred return with second access to cash flows. In addition, these shares participate in portfolio equity growth and target an overall annual return of 14% - 17%+.

Based on your investment goals, you can invest in Class A, Class B, or a mix of the two.

Take a look at 37th Parallel Properties Income & Total Return Fund II. They may have just what you're looking for.


Learn More About 37th Parallel Today!


Have a great day!

Jim and Brett

James M. Dahle, MD, FACEP
Founder, The White Coat Investor

Brett Stevens, MBA
COO, The White Coat Investor



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