Investing in Real Estate Investment Trusts (REITs) offers several key tax benefits:

Avoidance of Double Taxation: REITs usually don't pay corporate income tax, allowing them to distribute most income directly to shareholders without being taxed at the corporate level.

Favorable Dividend Tax Treatment: A portion of REIT dividends may qualify for reduced tax rates or deductions, thanks to specific tax legislation like the Tax Cuts and Jobs Act in the U.S., which allows for a deduction of up to 20% of REIT dividend income.

Capital Gains Benefits: Shareholders may benefit from capital gains distributions taxed at lower rates compared to ordinary income when REITs sell properties at a profit.

*Investors should consult with a tax professional to fully understand the implications based on their personal tax situation and any recent changes in tax laws.

Barrett Income Fund aims to pay dividends* on a quarterly basis.

There is an 18 month lock up period.

$100,000

Email admin@barrettcg.com to get started.

Barrett Income Fund is managed by Barrett Capital Group.

Yes, investors have the option to receive distributions directly or to automatically reinvest in the fund.

The Ascent Group serves as our third-party fund administrator, ensuring accurate NAV reporting, monthly accounting, and compliance measures. They provide complete transparency and accountability that helps maintain trust, integrity, and efficiency within the fund.

CohnReznick is a neutral, third-party accounting firm that is responsible for completing AFS for Barrett Income Fund. Their expertise ensures accuracy, compliance, and transparency in our financial reporting processes.