{"id":5122,"date":"2024-12-06T12:34:18","date_gmt":"2024-12-06T12:34:18","guid":{"rendered":"https:\/\/myreocountrywide.com\/?page_id=5122"},"modified":"2024-12-26T22:07:51","modified_gmt":"2024-12-26T22:07:51","slug":"heritage-fund","status":"publish","type":"page","link":"https:\/\/myreocountrywide.com\/heritage-fund\/","title":{"rendered":"Heritage Fund"},"content":{"rendered":"\t\t
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CCG Heritage Fund <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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The Heritage Real Estate Investment Fund was specifically designed to provide owners of commercial real estate the option to dispose of their property while benefiting from an investment in a professionally managed, diversified real estate fund. Owners may contribute their property via a tax deferred transaction in exchange for units in the fund. Additional benefits are explained below.<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tExplored our investment options<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Targeted Equity<\/div>\t\t\t
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Targeted IRR Pre-Tax Return<\/div>\t\t\t
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Targeted Asset Value<\/div>\t\t\t
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Targeted Investments<\/div>\t\t\t
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Targeted Equity<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Targeted IRR Pre-Tax Return<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Targeted Asset Value<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Targeted Investments<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Why Contribute Real Estate Property to the Heritage Fund?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Contributing real estate to a heritage<\/span> fund offers tax benefits, long-term asset growth, and a way to preserve wealth for future generations. It ensures your property supports meaningful causes, reduces maintenance burdens, and leaves a lasting impact aligned with your values.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tPassive Ownership\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tAvoid the day-to-day management concerns of being a landlord and rely on the proven and experienced investment and property management of CCG Capital and our affiliates.\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tTax-Deferred & Efficient\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tContribute assets to the Heritage Fund, likely without recognizing capital gains. Contributors may also benefit from the depreciation of new assets acquired by the Heritage Fund, potentially reducing income taxes.\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tDiversification & Risk Reduction\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tAvoid the challenges of selling appreciated assets through a 1031 exchange and trading into inferior assets due to timing constraints. Instead, choose a 1031 exchange alternative and achieve diversification in a fund that targets acquisitions across multiple property types and markets.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tMembership & Estate Flexibility\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tProvide maximum flexibility for family members or partnerships with different objectives. Heirs and partners are able to hold or redeem units based on their individual needs.\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Private Real Estate vs. Public Markets\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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See below for a comparison of the S&P 500 (public equities index), IYR ETF (public REIT index), and NCREIF (private real estate) over the last 20+ years. Alternative investments, such as private real estate funds have performed steadily relative to the volatility of the public markets.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Heritage Fund Advantages Compared to Other Tax-Deferred Solutions<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Possible alternative solutions to the Heritage Fund include receiving operating partner units of an UPREIT or selling and finding replacement property in a 1031 exchange, Delaware Statutory Trust, or TIC structure.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Common shortfalls of other tax-deferred exit strategies:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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