HomeInherit Capital reshapes how real estate fits in a modern portfolio. While most real estate investments involve operational burdens, tax drag, and market-tied volatility, our model delivers projected after-tax returns of 13.6%, with lower downside deviation (8.03%) and a Sortino ratio of 1.3.
Our model eliminates many of the risks associated with direct real estate ownership. No difficult tenants, no property maintenance, no daily management. Seniors continue living in their homes, maintaining the property in excellent condition.
For decades, smart portfolio construction relied on a simple formula: balance stocks and bonds. When equities dropped, bonds would hold or rise. That balance helped smooth out returns and protect capital.
Our approach provides constant diversification across multiple properties and geographic locations. Each investment represents a small portion of different real estate markets, reducing concentrated risk and providing exposure to multiple sources of growth.
Our investment structure is designed to minimize or eliminate federal capital gains taxes. By structuring investments as inheritance rights, we leverage the tax advantages available under current U.S. law.
Traditional real estate investing is filled with risk. Market crashes, problem tenants, unexpected repairs, and vacancies can turn a great investment into a major headache.
For many seniors, their home is their largest asset, but the wealth is locked away. They worked a lifetime to build this equity, but now find themselves with little cash for retirement. This is more than a market gap; it's a social failure.
For many seniors, their home represents the majority of their wealth, but this wealth is "locked up" in the property value. Traditionally, accessing this value required selling the home or taking a reverse mortgage, options many seniors prefer to avoid.
While institutional investors seek alternatives to reduce correlation and improve portfolio efficiency, most real estate strategies remain tied to public market cycles. And it is hard to find asset backed, decorrelated strategies. HomeInherit Capital offers a structurally different approach by providing access to a portfolio of off-market residential real estate assets.
Disclaimer: This is not investment advice. Investing in HomeInherit Capital, LLC involves risks and is suitable only for accredited investors who can bear the potential loss of their entire investment. Returns may be impacted by valuation risks, real estate market fluctuations and competition. Investments are vulnerable to external events. Investors should review all risk factors and consult with their legal, tax, and financial advisors before committing capital.
*Under current U.S. tax law, the structure targets no fund-level federal capital gains. Not tax advice.