The Truth to the Trend: SubREITs for Mortgage Funds
Unlock REIT tax benefits without disrupting your fund’s structure.
Discover how mortgage funds are using SubREITs to boost investor returns, preserve operational flexibility, and minimize tax exposure — all without converting to a full REIT. This concise guide breaks down the strategy, benefits, and practical steps you need to know.
- What a REIT is — and why it matters for mortgage funds
- The three ways to add a REIT — and why SubREITs are often the best choice
- Tax and compliance benefits unique to SubREIT structures
- Who should consider a SubREIT based on fund size and investor base
- Common pitfalls to avoid in setup and ongoing operations
Unlock REIT tax benefits without disrupting your fund’s structure.
Discover how mortgage funds are using SubREITs to boost investor returns, preserve operational flexibility, and minimize tax exposure — all without converting to a full REIT. This concise guide breaks down the strategy, benefits, and practical steps you need to know.
Inside, you’ll learn:
- What a REIT is — and why it matters for mortgage funds
- Tax and compliance benefits unique to SubREITs
- When to consider a SubREIT
- Common pitfalls to avoid in setup and ongoing operations
Your fund may be one step away from major tax savings.
Download the guide and see if a SubREIT is right for you.
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