We believe our investors deserve relationship, transparency and value
Beginning with its first property acquisition in 2002, Broad Street has raised $75 million in equity that has been contributed by 265 individual investors. As an indication of their confidence in The Broad Street investment platform, approximately one-half of these individuals have invested in more than one Broad Street property, and a third have invested in three or more Broad Street ventures. For those investors with multiple Broad Street investments, they have had the opportunity to participate in a portfolio of retail assets that provides geographic diversity, as well as a diversity of retail tenants that drive the income stream of the properties.
With a recent focus on value-oriented retail assets, the Broad Street principals intend to acquire an average of three neighborhood retail centers per year, thus offering potential investors a programmatic method to place investment funds as these opportunities become available.
Please review our Current Offerings below for a description of current investment opportunities.
If you have any questions about our Current Offerings, please contact either Tom Yockey at (303) 825-1735 x3009 or email@example.com, or Michael Jacoby, at (301) 828-1203 or firstname.lastname@example.org.
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In addition, REITs are such large entities that they can rarely participate in many of the modest investments Broad Street opportunities will offer, such as neighborhood retail centers or mixed use properties.
- Asset class diversification
Investments don't all move in the same direction at the same time. This concept is measured by correlation. The lower the correlation number between two investments, the less likely they will move up and down with each other at the same time. Direct real estate has historically had a low correlation compared to most other major asset classes.
- Potential to generate income
Direct real estate has historically generated a higher level of income than other asset classes. Typically, tenants pay rent and, after building and other expenses are paid, any remaining cash is passed on to owners and investors, which may provide a source of supplemental income.
- Potential for growth
Real estate offers the potential for long-term growth from appreciation of portfolio properties.
- Potential to reduce volatility in a portfolio
If you're saving for retirement or already retired, adding direct real estate to your investment mix may allow you to lower the overall volatility of your portfolio. Volatility is measured by standard deviation. The lower the standard deviation, the less likely it is for that investment to swing sharply above or below the historical average return.
Please note that traded investments are subject to daily price volatility because market forces determine the price but they provide investors with ready liquidity. Non-traded REITs do not provide ready liquidity, and if investors are able to redeem shares, the redemption price may be worth less than their original investment. An investment in a non-traded REIT does not have the same level of share price transparency as a traded investment.
- Potential to guard against inflation
Real estate has the potential to hedge inflation because property values and rents have historically increased. For tenants, leasing existing properties has been more attractive than new construction during inflationary times when the costs of building materials rise. Of course, no one can predict when inflation will hit. But the best time to buy an umbrella is before it starts to rain not after you're soaked. The same is true when considering an inflation-hedging investment.