Private REIT opportunities in Self Storage & Mobile Home Parks

[Rich Lavery]

I am a passive investor always on the hunt for opportunities to partner with good operators who have a strong track record. Two CRE asset classes that I'm interested in are self storage facilities and mobile home parks. I would certainly be interested to hear from anyone who has had success investing in those areas, and would especially appreciate any comments you can make on operators you've had either good or bad experiences with.

Although I'm trying to increase my asset holding with non-qualified funds, I also have a significant amount of qualified IRA funds (both Traditional and Roth) that I'm looking to invest in these asset classes. In order to avoid UBIT complications, I was hoping to find a good private REIT (preferably open ended or "evergreen") that would allow me invest (and re-invest returns) in these assets without being subject to UBIT. If anyone has any suggestions that I might be able to take a look at, please let me know.

[Rich Lavery]

@Scott Krone - Thanks Scott.  I've read Paul's book and was impressed with the investment offerings from his firm.  I've recently placed some capital with him and I'm looking to do more.