PLANNING CHECKLIST


TICs have become a very popular choice among today’s investment property owners looking to improve their current real estate ownership positions. Using the chart below, you can compare the potential benefits and concerns of a particular TIC versus a traditional single-owner property you may be considering, to determine if the TIC is a worthwhile pursuit for you, the individual investor.	Printable PDF Version

Potential Benefits	TIC Property	Sole-Owner Property
Separate Deed
Title Insurance
Rental Income (Cash-on-Cash Return)
Rental Income Increases
Quality of Tenants
Institutional Grade Properties
Institutional Financing
Flexible Loan-to-Value Structuring
Debt Pay-Down/Equity Build-Up
Depreciation Deductions
Capital Appreciation
Diversification
Professional Management
No Landlord Duties
Asset Management
Minimum Investment Size
Ease of 1031 ID/Closing

Potential Concerns	TIC Property	Sole-Owner Property
Real Estate Risks
Tax Risks
Costs
Liquidity
Co-Ownership Issues


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	Securities offered through Burch & Co., Inc. Member FINRA & SIPC
	Anyone interested in replacement property transactions must refer to the respective Private Placement Offering memorandum (the "Memorandum") for costs and risk disclosure information prior to considering such transactions. The Congdon-Jeffers Group does not offer tax or legal advice. It is always recommended that you consult with your tax professional or attorney regarding your individual situation to see if the potential benefits and risks of a replacement property transaction is appropriate for you. This website is providing information on closed properties and does not constitute an offer to sell nor an a solicitation of an offer to buy any security. Such offers can be made only by the Memorandum. Please be aware that this material cannot and does not replace the Memorandum and is qualified in its entirety by the Memorandum. This type of investment involves various degrees of risk, including the speculative market and financing risks associated with fluctuations in the real estate market. Please refer to the "Risk Factors" sections of each property's Memorandum. The Congdon-Jeffers Group is not a certified or registered investment advisor or financial planner. Securities are offered through registered representatives of Burch and Company, Inc., a registered broker/dealer licensed in all 50 states, member FINRA (www.FINRA.org) and SIPC (www.SIPC.org). The Congdon-Jeffers Group and Burch & Company are not affiliated companies. The individuals at The Congdon-Jeffers Group are licensed in the following states: Texas, Utah and California. TICA logo is a registered trademark of the Tenant-In-Common Association.