Real Assets Expertise
A growing real assets platform that turns experience and expertise into investment opportunity
The Cantor Fitzgerald Asset Management real assets platform offers broad access to critical market data and research, enhanced ability for diligence and underwriting, and superior deal flow enabling the delivery of institutional-quality real assets investments to investors. Since 2008, Cantor Fitzgerald* has invested more than $2 billion in building its vertically integrated commercial real estate investment, finance and brokerage businesses, providing unique insight into every phase of a real estate transaction1. In 2022 alone, Cantor Fitzgerald completed approximately $118 billion of total real assets transactions, and since 2018, Cantor Fitzgerald’s global investment banking team completed approximately $25 billion of infrastructure transactions.
Cantor Fitzgerald Asset Management’s extensive knowledge and experience across real assets in private and public markets provide an information advantage that guides the development of all investment strategies. The current real assets and private markets platform includes interval funds, non-traded REITs, 1031 and 721 exchange vehicles, qualified opportunity zone funds and other private placements and customized solutions.
Real Assets and Private Markets
Cantor Fitzgerald Income Trust, Inc. (NASDAQ: ZCFIIX)
Cantor Fitzgerald Income Trust, Inc. is a publicly registered, non-traded, monthly-valued perpetual real estate investment trust that intends to acquire a diversified portfolio of stabilized income-producing commercial real estate and debt secured by commercial real estate and other real estate-related assets.
Investing in shares of Cantor Fitzgerald Income Trust, Inc. involves a high degree of risk, including the risk that payment of distributions is uncertain and cannot be guaranteed, the risk that an investment in a non-traded REIT is not liquid, and the risk that stockholders may lose the entire amount of their investment.
Cantor Fitzgerald Sustainable Infrastructure Fund (NASDAQ: CFIIX)
Tax-Advantaged Real Estate Solutions
1031 Exchanges, 721 Exchanges, and Delaware Statutory Trusts
A 1031 exchange is often used when an individual is looking to sell investment real estate in a tax efficient manner enabling the indefinite deferral of capital gains tax. A 721 exchange, on the other hand, allows the investor to exchange into the operating partnership of a REIT.
One way to conduct a 1031 exchange is by utilizing a Delaware Statutory Trust (DST), which is recognized by the IRS as qualified replacement property. DSTs provide turnkey solutions to complete exchanges for investors who may not have the time, energy or the expertise to find and manage a replacement property, or for individuals seeking access to more institutional quality properties and management.
Cantor Fitzgerald Asset Management offers a variety of DST options comprised of institutional-quality properties for investors seeking a passive solution to satisfying their 1031 and/or 721 exchange. Cantor Fitzgerald has extensive experience managing a multi-billion dollar portfolio of DSTs.
Understanding DSTs | Understanding 721s
Qualified Opportunity Zone Program
The Qualified Opportunity Zone Program created by the Tax Cuts and Jobs Act of 2017, is a tax-incentive program designed to encourage long-term private sector investments in designated communities known as qualified opportunity zones by offering certain tax benefits to investors through qualified opportunity funds.
Individuals and entities may invest short- or long-term capital gains generated from a wide range of assets into qualified opportunity funds (QOFs). The potential tax incentives include the deferral of taxes owed, pass-through depreciation, and ultimately the elimination of future capital gains tax on any appreciation of the investment as well as the elimination of any depreciation recapture expense.
Cantor Fitzgerald and Silverstein Properties launched an opportunity zone partnership in early 2019 to invest in, develop, redevelop, and manage a diversified portfolio of institutional quality commercial real estate assets. The partnership manages a multi-billion dollar portfolio of projects in various stages of development.
Introduction to Opportunity Zones | Tax Planning with Opportunity Zones
Other Private Market and Customized Solutions
Curated and Customized Private Market Solutions
Cantor Fitzgerald Asset Management’s private markets and customized solutions enable high-net-worth and institutional investors to participate in various real estate, credit and infrastructure investments not available to most investors, including customized tax deferred real estate exchange solutions catered to each individual or institutional investor.
For more information about Cantor Fitzgerald Asset Management’s real assets and private markets capabilities, contact:
firstname.lastname@example.org or (855) 9-CANTOR.
* Cantor Fitzgerald refers to Cantor Fitzgerald, L.P., its subsidiaries, including Cantor Fitzgerald & Co., and its affiliates including BGC Partners (NASDAQ: BGCP) and Newmark (NASDAQ: NMRK).
1 Includes originated debt and non-originated debt placement transactions.