Invest in TOD

The TOD Index™ provides new and important information for investors looking to benefit from TOD.  Investors can use the TOD Index in two important ways:

1. Utilize the list of top performing stations and purchase real estate  

Note: the data presented here is based on past trends, which is not a projection on future performance.  Investors must base investment decisions on an adequate and extensive due diligence effort of the local market as well as the characteristics of the individual property.

2. Directly invest in a portfolio of TOD real estate managed by a team of experts

The TOD Group® locates and manages direct investments in TOD oriented real estate with the goal of delivering superior risk adjusted returns to investors over a full market cycle. 
 
Since 2009, The TOD Group® has managed the Denver Transit Oriented Development Fund®  which provides investors with exposure to the TOD market, however, that fund is now closed to new investors.
 
The TOD Group® is currently vetting additional investment opportunities for our investors.

Self-Directed IRA Plans

We work with third party administrators of self-directed retirement plans. Diversify your retirement portfolio with an investment in TOD.

1031 Exchange Program for TOD Related Real Estate Properties

Under Section 1031 of the Internal Revenue Code, owners of business or investment properties, through the use of a Qualified Intermediary, can sell one property and purchase a similar or “like-kind” property while deferring capital gains. Capital gain taxes on the sale of the relinquished property are deferred until the replacement property is sold at a future date.

The following are examples of qualified “like-kind” real property exchanges:

  • Raw land for TOD related rental property
  • Single family rental for TOD related multi-family rental 
  • Retail space for TOD related motel/hotel
  • Farms/ranch for TOD related mixed development

Qualified Intermediary

For each deferred exchange, The TOD Group® will establish a segregated account to hold the exchange funds. Depending on the taxpayer’s circumstances and how you plan to hold and invest the exchange funds, there is also the option to insure the account up to any applicable FDIC limits.

Qualified Trustee

The TOD Group®  also provides access to a Qualified Trust, which is an additional safe harbor under Section 1031. Your funds can be held the taxpayer’s funds in a Qualified Trust so that in the event of bankruptcy, the funds should not be reached by the creditors of the intermediary.

Contact us for a list of TOD related properties that are currently available for a 1031 Exchange. 

Note: The TOD Group® DOES NOT PROVIDE TAX OR LEGAL ADVICE NOR CAN WE MAKE ANY REPRESENTATIONS OR WARRANTIES REGARDING THE TAX CONSEQUENCES OF YOUR EXCHANGE TRANSACTION. Property owners must consult their own tax and legal advisors. The summaries of steps for qualified exchanges are for illustration purposes only and are not intended to be exhaustive and will vary depending on the complexity of the transaction.

 
3. The TOD Fund® (Capital appreciation plus current income)
 
The TOD Group® will soon be launching the TOD Fund® which will be available to new investors and will target an annual return-on-investment of 12-15% per year with an annual dividend of 5-8%. 
The TOD Fund® will be a bundled portfolio of TOD themed real estate properties possessing the characteristics that have historically resumed in superior risk adjusted returns.  
The portfolio will target stabilized income generating assets in TOD locations as well as TOD development opportunities.

For more information on how to become an investor please contact Dr. John L. Renne at jrenne@thetodgroup.com or call 504-717-1744.