AmalgaTrust has partnered with well established, expert real estate investment advisors to purchase and manage real estate on behalf of our clients. These trusts consist of a pooled real estate fund established for the collective investment in real estate for retirement, pension, profit sharing, stock bonus and similar plans, and other exempt organizations.
Real Estate investments include new construction developments, leasing and/or expansion opportunities. Properties include office, retail, industrial and multi-family investments.
We can act as a Qualified Intermediary to facilitate your tax deferred real estate exchanges. In addition we will hold your funds in a choice of high quality interest bearing accounts.
To find out more about this or any our Trust and Investment Services, please call 312-822-3296 or email us at TrustInvestmentServices@aboc.com.