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The Origins of Broadstone’s Real Estate Interval Fund: Client Challenge, Accepted and Met!

Real Estate Interval Fund

Broadstone Real Estate, LLC (“Broadstone”) has proudly built its reputation on bringing institutional quality real estate investments to the individual investor. Our commercial (Broadstone Net Lease, “BNL”) and residential (Broadtree Residential, “BTR” or “Broadtree”) strategies are constructed with the objective of making private and diversified commercial real estate ownership available to individual investors, institutions, and wealth advisors. Continue reading

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Multifamily UPREITs: Nuances, Features, and Benefits

UPREIT, Multifamily Real Estate, Commercial Real Estate

The complications of real estate property management, the desire for diversification, and the nature and process of estate planning are all common reasons for real estate investors to want to exit their real estate investments. Unfortunately, sales of properties for cash are typically taxable events, which means that the investor becomes liable for taxes on the difference between the sales price and the investor’s adjusted tax basis in the property. Continue reading

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Our #1 Takeaway from the 2019 IMN Private Equity Real Estate Forum

Private Equity Real Estate Forum

Each year, the IMN organization hosts a cast of more than 1,000 real estate professionals in Laguna Beach, California for its “Winter Forum on Real Estate Opportunity and Private Fund Investing”. The event is an interesting one because it spans real estate asset classes and investing disciplines and includes a wide array of investors and capital sources. Broadstone has attended for the last several years, and this year I attended with our CEO Chris Czarnecki in tow. Continue reading

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Jolly Jeans 2018: Broadstone Gives Back!

Philanthropy is an important tenet of the Broadstone culture. It’s part of who we are as a team. What better time than the holiday season to prioritize giving back? For the second year in a row, we are proud to participate in a campaign we have coined ‘Jolly Jeans’—colleagues have the option to wear jeans to work for three weeks in December in exchange for a donation to a charity of one’s choice. Continue reading

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Is Your Portfolio Truly Diversified?

Diversified Portfolio

Investing 101 teaches us that portfolios should include a variety of diverse assets in order to help protect from downside risk and lower volatility. Frequently, investors are instructed to include a mix of US equities, foreign equities (both emerging and developed markets), investment grade bonds, and high yield bonds in their portfolios. However, the effectiveness of this diversification strategy varies, depending on the correlation among constituent assets.
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U.S. Homeownership Hits Lowest Point in 48 Years

Back in 1967, Lyndon Johnson was our President, Sgt. Pepper’s Lonely Hearts Club Band topped the Billboard charts, a gallon of gas only cost 33 cents, and the homeownership rate was 63.3%.

In the second quarter of 2015, Barack Obama was our President, See You Again topped the Billboard charts, a gallon of gas cost $2.80 and was considered cheap, and the U.S. homeownership rate fell below 63.5% for the first time in 48 years! Continue reading

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How QSR Franchisees Can Benefit from Sale-Leaseback Financing

Sale Leaseback Process

Many QSR (quick-service restaurant) franchisees work with brands (e.g. Taco Bell) that allow the franchisee to own the underlying real estate in addition to the restaurant operating companies themselves.  While this may provide necessary additional control over the operations, it also carries additional risk (environmental, market value, and eminent domain, to name a few) and can inhibit the franchisee from accessing all-important capital needed to grow.  As we all know, the vibrancy of many QSR brands can change dramatically… and sometimes quickly.  Having available growth capital allows franchisees to take advantage of positive market dynamics and trends. Continue reading