GPWM Funds offer Real Estate Diversification

Project Diversification - GPWM Funds provide diversification in Markets, Developers, Asset types, Tenants, Loan profiles, etc.
Robust pipeline of high quality projects through years of working with qualified developers with regional expertise.
Projects acquired with intent for long term hold — not just 10 years minimum. This results in greater depreciation deductions that will not be taxed and longer period for tax free growth.
Focus on core real estate in long term growth markets with an emphasis on multi family and climate controlled self storage.
We shy away from Non-Conforming tax states (CA, MA, MS, NC).
We favor states that have favorable or low state income taxes.
We focus on a blend of new construction and renovation.
Diversifying spreads out financial risk of breach or malfeasance.
Tenant Diversification reduces Real Estate portfolio risk.

Returns shown are derived from developer projected data. There are many factors that can cause the numbers to be higher or lower than illustrated including time, material and labor costs, rent and operating cost projections as well as interest rates. Potential property level returns will not be indicative of fund returns, due to many factors, which include, but are not limited to, hold period per project, concentration, and management fees. Nothing contained on this site should be construed as tax advice. Please consult your tax professional for specific tax advise. We are happy to visit with your tax professional to discuss Opportunity Zone specific regulations and how they may benefit you. Investments in real estate contain risks that should be understood before investing. The information on this site does not constitute an offering. An offering may only be made by the funds official PPM. Please contact us if you have questions about Opportunity Zone investing or to determine if you qualify to receive offering materials.