CFA: Level 1 Alternate Investments

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Last updated 3:55 AM on 5/19/26
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4 Terms

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Private Forms of Real Estate Investments (L4)

Debt: Mortgage debt, construction loans, mezzanine debt

Indirect Ownership: Real Estate Funds & Private REITs

Direct Equity Ownership: Sale, Ownership, Limited Partnership, & Joint Ventures

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REITS

Preferred investment vehicles for owning income for producing real estate.

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Tax Advantage Trusts

  • Equity REITs

  • Mortgage REITs

  • Hybrid REITs

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Joint Ventures (L4)

Pooling capital, development expertise, and entrepenurial target.