Infinity Group

Many of Infinity’s investments are capitalized with proprietary capital of the Group and of its principals. Depending on the project’s size and profile, Infinity will also invite other high net worth investors to participate alongside its principals. Investments capitalized only with Infinity’s balance sheet capital, or that combine proprietary and high net worth investor capital, are generally smaller in size, earlier in their development, more variability-prone, and exposed to greater risk. These types of investments also tend to involve longer term holding periods.

Private partnerships are generally assembled by the firm to pursue more opportunistic investments than those pursued with more traditional sources of funding. We find it is easier to push the envelope of innovation when we fully control strategy and execution, and we recognize that large third-party investors generally strive to capitalize on projects with a fully defined scope, budget, and set of plans.

Since its inception, Infinity Real Estate has led several institutional joint ventures to execute large projects, by leveraging its resources with investment capital provided by its institutional partners. Our clients include some of the nation's leading private investment funds, banks, and insurance companies. We seek the involvement of institutional capital partners when the project profile and our execution plan are aligned to deliver a predictable performance path towards cash flow and appreciation. When partnering with institutions, we leverage both our core competencies and those of our strategic partners, local builders, and property managers, to ensure that our clients benefit from the best we have to offer.

Over the years, Infinity has established the credibility and knowledge to deliver creative and timely solutions tailored to the needs of our partners. We bring to bear a disciplined investment and project management approach to our joint ventures. Our goal is to service a small group of institutional partnerships, and to continue building strong, trust-based, and loyal business relationships with our chosen partners.

Infinity Real Estate, through one of its operating subsidiaries, has become one of the leading sponsors of Section 1031 tax-deferred tenant-in-common (TIC) ownership offerings. As one of the few pre-capitalized TIC sponsors, Infinity Real Estate significantly reduces the financial and timing risks associated with 1031 exchanges. Infinity’s TIC model offers investors an attractive way to exchange their management intensive real estate for a passive real estate investment. We sponsor TIC investments in retail shopping centers, office buildings, and apartment properties.

A tenancy in common partnership is an investment by a taxpayer, in real estate which is co-owned with other investors. The taxpayer holds deed to real estate as a tenant in common, which makes the investment qualify under the like-kind rules of §1031 exchange. Since a 2002 IRS ruling, 1031 exchange participants are allowed to replace their relinquished property with a tenant in common ownership interest. This has greatly increased the attractiveness of tenancy-in-common ownership as an investment vehicle for real property investors who wish to defer capital gains and own real property without management involvement. TIC ownership potentially reduces the risk of not completing a successful exchange inside of the statutory closing period.

Infinity Real Estate uses its vertically integrated operating platform to identify attractive property investments and to arrange TIC syndications complying with the limitations articulated by the IRS with Rev Proc 2002-22. Our TIC offerings appeal to taxpayers who are tired of managing real estate, and who see TICs’ potential to provide a secure investment with a predictable rate of return on their investment. Management responsibilities are provided by our real estate professionals. Cash returns on these investments are typically in the 6% to 8% range.

Taxpayers considering a TIC purchase understand that the underlying investment may last for several years with limited liquidity. Our investors take great comfort in our track record, management performance, and transparency. Along with the TIC prospectus, we always provide detailed analysis and pro-forma operating statements for careful review by potential investors. IRE’s investor reporting and management updates keep our investors fully informed of all developments on the properties in which they participate as TIC owners.