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Investors can now purchase shares in the Upside Avenue REIT directly from the Charles Schwab platform

1154 Days ago

Austin, TX, May 08, 2019 (GLOBE NEWSWIRE) -- Upside Avenue, a non-traded, low-threshold multifamily REIT, announced this week that it has been added to the list of approved alternative investments with Charles Schwab, one of the nation’s leading full-service investment firms.

“A REIT can provide great potential for both investment growth and income,” said Yuen Yung, CEO of Casoro Capital, parent company of the Upside Avenue REIT. “Our historic returns of up to 15% are appealing to individuals looking to invest through an IRA.”

As a member of the Charles Schwab platform, individuals with retirement accounts through Charles Schwab can easily invest in the Upside Avenue private REIT.

Traditionally, investors use their Schwab account to invest in stocks and bonds or other public market assets. By investing with Upside Avenue through the Schwab platform, individuals are able to seamlessly diversify into alternative assets, like private market real estate.

Upside Avenue's custom approach unlocks value and creates attractive, efficient and income-producing multifamily real estate investments. Thanks to changes in securities laws, the investors of Main Street can invest as little as $2,000 alongside the institutional investors of Wall Street.

Upside Avenue’s network of family offices and sponsors bring new opportunities daily. Once the right opportunity is identified, Upside Avenue’s acquisitions team performs a rigorous underwriting process to ensure overall portfolio balance.

The team behind Upside Avenue has a total of 100 years of experience in multifamily real estate. We have purchased over $1 billion in real estate assets in both up and down markets. We have been through recessions and real estate bubbles and have produced consistent returns throughout all types of markets.

About Upside Avenue
Upside Avenue provides access to a professionally-managed, diversified portfolio of income-producing multifamily real estate, once only available to professional and high net worth investors. As a time-tested investment firm with a proven track record in both up-and-down cycles, we focus on investing for immediate income in areas with strong economics for long-term upside appreciation.

Performance information is presented net of all management fees and expenses unless marked otherwise. Commissions are not considered since investors on our Site are not charged trading commissions or any other transaction-based fees. Any comparison to traditional financial advisors and/or publicly-traded REITs is based on an evaluation of average fees and returns. Actual results may be different for each investor and there can be no guarantee of enhanced returns due to investing in the REIT or the use of the Advisor’s services or recommendations. Past performance is not indicative or a guarantee of future results.


Cindy Mallette
Marketing Communications Manager
Telephone: 512-651-0513
Email: cmallette@theppagroup.com

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