Financial Poise

All Articles by Tracy Treger

Tracy Treger

About Tracy Treger

Tracy is a Principal at Syndicated Equities where she helps high net worth individuals and family offices to profitably invest in real estate. She also assists investors in identifying appropriate replacement property to complete tax-deferred exchanges under Section 1031 of the Internal Revenue Code. Drawing upon her 20 years of legal experience in the areas of real estate, bankruptcy and corporate restructuring, and commercial law, Tracy seeks out opportunities to improve the relationship between Syndicated Equities and its investors, to cultivate new investors, and to identify new investment opportunities and align them with investors' goals. Tracy joined the Syndicated Equities team in 2013 after serving as VP and assistant general counsel for a private REIT, where she handled all legal aspects of the company’s operations and joint venture relationships in the U.S. and Mexico. Prior to working with the REIT, she was a partner in two large Chicago-based law firms. Tracy holds a B.A. in Psychology and an M.S. in Psychological Services from the University of Pennsylvania, and a J.D. from Chicago Kent College of Law. She is the National Leadership Co-Chair and a long-time active member of the Anti-Defamation League.

House keys inside an open door, symbolizing real estate exit strategies

Pressing the “Eject” Button: Secure a Viable Real Estate Exit Strategy First

Some investors have a commercial real estate exit strategy of holding property indefinitely, to pass it on to heirs with a stepped-up tax basis.

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Real estate due diligence is important for investment properties, like the cityscape pictured here

Real Estate Due Diligence: A Simple Guide for Investment Properties

When it comes to investing in real estate, do your homework before you pull the trigger. Learn the best ways to accomplish real estate due diligence.

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The exterior of a luxury home, representing the challenges of buying real estate as an investment

The Risks, Rewards and Challenges of Buying Real Estate

Investing in Real Estate for Beginners Property values are rising in smaller cities, renting remains popular in first-tier cities, and many Millennials are entering the housing market for the first time. There are plenty of opportunities for buying investment real estate, whether you’re looking to rent a property out yourself or make passive investments through […]

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blue skies, representing putting off the tax man with 1031 exchanges

Putting off the Tax Collector – The Basics of 1031 Exchange Rules

Hold off the tax man by following these 1031 exchange rules when selling and reinvesting in new properties.

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Architecture representing real estate property

The Ups and Downs of Residential Real Estate Investments

Residential real estate is abundant and leasing terms are straight forward, but heavy maintenance may fall on the investor. Is residential property for you?

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Similar but not identical row houses, representinglike-kind exchanges, a real estate swap mechanisms

The Economic Consequences of 1031 Exchanges: 5 Myths Debunked

1031 exchanges are not cop-outs for the wealthy. Like-kind exchanges actually stimulate the economy. Here are 4 myths about 1031 exchanges, debunked.

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real estate investing

3 Real Estate Investment Types and Cash Flow Potential

Optimizing Returns in Core, Value-Add and Development Real Estate When investing in real estate, there are a variety of factors that can influence the stability of your cash flow, as well as your upside potential and overall projected return.  One such factor is the amount of property improvements necessary in the early stages of your […]

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carveout guaranties

Carveout Guaranties to Non-Recourse Loans

The A to Z’s of Carveout Guaranties When utilizing a loan to acquire an investment property, there are two basic types available to the buyer: recourse and non-recourse. Regardless of the type of loan, the borrower may be asked to sign a guaranty, which can range in scope from full recourse against the borrower to […]

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single-tenant v. multitenant investment properties

Advantages and Disadvantages of Single-Tenant v. Multitenant Investment Properties

Is One a Better Investment Than the Other? Some of my investors have recently expressed concern about owning single-tenant properties.  They cite the all-or-nothing risks of occupancy and renewal as the primary objections to these types of investments.  These are valid concerns. However, investing in a multitenant property also involves a degree of risk, as […]

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owning operational real estate

Could Owning Operational Real Estate be Your Ideal Investment?

Exploring Owning Operational Real Estate Owning real estate for investment can take a little or a lot of work, depending on the type of asset you purchase. Passive investments in real estate offerings managed by professional sponsors require little-to-no work on the part of investors. Single-tenant, triple-net leased commercial properties also require little time and […]

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