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A Potential Tax-advantaged Total Return Investment

A non-traded REIT provides a unique investment opportunity – the income-focused return potential of investing in real estate wrapped in a tax-advantaged structure.

Historical Annual Returns

Real Estate


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historical annual return over last five years



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historical annual return over last five years



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historical annual return over last five years

Potential Tax Benefits

Investing in real estate through a non-traded REIT offers several tax advantages that may allow you to keep more of your income.

  • No Corporate Taxes – Unlike most C-corporations, a non-traded REIT eliminates double taxation by passing income to you that is not subject to corporate taxes
  • Lower Ordinary Income Tax Rate – New lower 37 percent top personal tax rate with the potential for a 20 percent deduction on certain qualified business income
  • More Favorable Tax Rates on Gains – A portion of your distribution from property sales may be taxed at a lower rate
The Tax Cuts and Jobs Act reduced the top marginal tax rate from 39 percent to 37 percent.
Recent tax reform included a provision allowing a 20 percent deduction for certain pass-through income, including REIT dividends.

Breaking Down the Tax Process

To assess a non-traded REIT’s potential tax benefits, it is important to understand that a distribution can be classified three different ways for tax purposes.

Potential tax treatment of a non-traded REIT distribution:
Ordinary income
Return of capital
Long-term capital gains

Hypothetical Taxation of a Non-traded REIT Distribution Over 10 Years

*Tax rate assumes a 37% top tax rate and a 20% deduction on qualified business income.

This is not intended to be tax advice. You should consult your tax professional. Tax treatment may vary from investor to investor.

Distribution from taxable income is taxed in the year it is earned
Distribution in excess of taxable income is treated as a reduction in basis
Distribution from a property sale is taxed in the year it is earned
Resource Growth Lines

Understanding IRS Form 1099-DIV

IRS Form 1099-DIV breaks out how a distribution is classified and taxed. It typically includes ordinary income dividends and return of capital. When a property is sold, the transaction may generate long-term capital gains or recaptured depreciation.

IRS Form 1099-DIV





Resource is the marketing name for Resource Real Estate, LLC, Resource Alternative Advisor, LLC, and their affiliates. Resource may distribute certain products through Resource Securities LLC, a wholly owned broker/dealer, Member FINRA/SIPC


The information contained herein does not constitute an offer to sell or a solicitation to purchase securities. Such offers or solicitations can only be made by means of a prospectus. Prior to making any investment decision, you should read the applicable prospectus carefully and consider the risks, charges, expenses and other important information described therein. The value of your investments may decline, and you could lose some or all of your investment. To obtain a prospectus containing this and other information, please call (866) 773-4120 or download the file from Read the prospectus carefully before you invest.


Resource has two interval funds that are distributed by ALPS Distributors, Inc. (ALPS Distributors, Inc. 1290 Broadway, Suite 1100, Denver, CO 80203). Resource Alternative Advisor, LLC, Resource Real Estate, LLC, their affiliates, and ALPS Distributors, Inc. are not affiliated.


Performance data quoted represents past performance. Past performance is no guarantee of future results and investment returns and principal value of the Fund will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted above. For performance information current to the most recent month-end, please call toll-free (866) 773-4120 or visit


All statements and information other than statements of historical fact included on this website regarding strategy, future operations, financial position, estimated revenues, projected costs, prospects, plans and objectives of management are forward-looking statements. When used on this website, the words “could,” “believe,” “anticipate,” “intend,” “estimate,” “expect,” “project” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. You should not place undue influence on these forward-looking statements. Although we believe that our plans, intentions and expectations reflected in or suggested by the forward-looking statements we make on this website are reasonable, we can give no assurance that these plans, intentions or expectations will be achieved because of the number of risks and uncertainties, many of which are beyond our control, including but not limited to uncertainties concerning the properties being operated and sold or refinanced, leverage and meeting debt service obligations, operating properties in different locations throughout the U.S., general, market or business conditions and changes in laws or regulations. These cautionary statements qualify all forward-looking statements attributable to us or persons acting on our behalf. To check the background of Resource Securities LLC or any registered individual, please go to FINRA’s BrokerCheck.