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.

Real estate

A Diversified Real Estate Portfolio is Sound Investment Strategy

Have you been thinking of investing in real estate, but not sure what type? The key is a diversified real estate portfolio.

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Non-Recourse Loans

Good Boys and ‘Bad Boys’ — Borrower Promises and Lender Rights in Carveout Guaranties

A carveout guaranty is a limited recourse loan that protects a borrower’s personal assets in a default, but conditions must still be met.

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Operational Real Estate

Could Owning Operational Real Estate be Your Ideal Investment?

Though higher risk than traditional investment real estate, operational real estate could offer a higher return.

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Real estate syndication for commercial properties

Investing in a Real Estate Syndication: A Simple Guide

Investing in a real estate syndication allows investors with less capital, time and managerial experience to invest in a pooled fund.

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How REITs work for hopeful real estate investors

A Crash Course on the Benefits of REITs for Passive Investors

Can’t afford to buy property? REITs allow passive investors to “own” real estate without having to lift a finger. Learn how REITs work from an expert.

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photo of glass buildings, representing how to find the cap rate formula

Pricing Commercial Real Estate: The Cap Rate Formula

Investors use the cap rate formula (ratio of net operating income to purchase price) to price real estate. Find the cap rate for commercial real estate.

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white house reflected in a lake, representing the complexity of real estate investment partnerships

The Complexity of Real Estate Investment Partnerships

Buying property via real estate investment partnerships requires trust and due diligence in the right partner, whether it be family, friends or a professional.

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pink and brown concrete buildings represent the building blocks of real estate terms

What Real Estate Terms Should Every Investor Know?

If you’re wondering how to invest in real estate, start with this glossary of real estate terms related to investing, property operations and loans.

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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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