How the Middle Class Misses Out on Private REITs

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How the Middle Class Misses Out on Private REITs

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Episode 78 of Wealth Distribution with Fexingo dives into private real estate investment trusts (REITs), a vehicle that has delivered steady 8-12% annual returns for accredited investors while being largely inaccessible to the middle class. Lucas and Luna unpack why private REITs have outperformed public REITs by 300 basis points over the past decade, the SEC rules that limit access to investors with $1 million net worth or $200,000 annual income, and how the 2024 SEC overhaul of the accredited investor definition barely moved the needle. They explore the structure: private REITs hold direct properties like apartment complexes and data centers, avoid public market volatility, but come with high fees and illiquidity. With $500 billion now sitting in private REITs, the hosts ask whether new fintech platforms and 'interval funds' are finally opening the door—or just creating a new set of barriers. No ads, just straight economics. #PrivateREITs #RealEstate #AccreditedInvestor #WealthGap #SEC #REITs #AlternativeInvestments #MiddleClass #EconomicMobility #IntervalFunds #SECRuleChange #PassiveIncome #PropertyInvesting #InstitutionalCapital #Fintech #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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