Investments

Why invest in Real Estate?

Real estate can enhance the risk-and-return profile of an investor’s portfolio, offering competitive risk-adjusted returns. In general, the real estate market is one of low volatility, especially compared to equities and bonds. Real estate is also attractive when compared with more traditional sources of income return. This asset class typically trades at a yield premium to U.S. Treasuries.

Investing in real estate offers several benefits, including:

  • Cash flow: Net income from a real estate investment after mortgage payments and expenses.
  • Tax breaks and deductions: Real estate investors can save money at tax time.
  • Appreciation: Property values tend to increase over time.
  • Build equity and wealth: Real estate ownership builds equity.
  • Portfolio diversification: Real estate balances risk and rewards.
  • Inflation hedge: Property prices increase with inflation.
  • Competitive risk-adjusted returns: Real estate can provide stable returns.

Zean LLC and its affiliates specialize in residential and commercial development, construction, property management and investments. We build lifestyle communities in high-demand neighborhoods by leveraging our seamlessly integrated expertise and are committed to delivering consistent performance, value, and sustainable growth. We offer multiple investment opportunities to both Accredited and Non-Accredited investors. We’re not just here for the long-time investors. Instead, we’ll adapt our approach to you, whether you’re a newly-accredited investor needing a helping hand learning the ropes, or you’re looking for your next investment – and fast.

At Zean LLC, our core values revolve around Integrity, Excellence, Teamwork and Agility. We only present you with the opportunities that we would invest in ourselves. From short-term income to long-term returns, we have an opportunity for you.

Definitions

An accredited investor is someone who meets income and net worth criteria set by SEC regulations. Accredited investors are allowed to participate in investments not registered with the SEC.

To qualify:

  • You need an annual income of $200,000, or $300,000 combined income for two years, with an expectation of maintaining or increasing it this year.
  • Your net worth must exceed $1 million, excluding your primary residence.

Sometimes referred to as the cash yield, “cash-on-cash” calculates the income earned on the dollars invested in a property.

The average holding period varies depending on the specific project or investment opportunity. It can range from 3–5 years to sometimes over 10-years. If you would like to learn more, contact us to set up a no-obligation introduction call to get started.

Clients can invest using one or more of multiple investment opportunities:

  • Rental Real Estate
  • 1031 exchange
  • Traditional cash investment
  • Self-directed IRA

If you would like to learn more, contact us to set up a no-obligation introduction call to get started.

Internal Rate of Return (IRR) is the annualized return metric that calculates both cash flow and equity returned over the course of the entire holding period.

The Minimum Investment required varies depending on the specific project or investment opportunity. We will work with you to build a portfolio designed to meet your specific goals and needs. If you would like to learn more, contact us to set up a no-obligation introduction call to get started.

The information on this website is for informational purposes only and does not constitute personalized financial or investment advice. Please consult with your financial / investment advisor. All investments involve risk, including the loss of principal. Investment outcomes vary. Past performance is not indicative of future results. Under no circumstances should any material on this website be used or considered as an offer to sell or a solicitation of any offer to buy an interest in any investment. Any such offer or solicitation will be made only by means of the confidential Private Placement Memorandum relating to the particular investment. Access to information about investments with projects undertaken by Zean LLC and its affiliates is limited to investors who either qualify as accredited investors within the meaning of the Securities Act of 1933, as amended, or those investors who are generally sophisticated in financial matters, such that they are capable of evaluating the merits and risks of prospective investments.