Integrated real estate solutions across the entire asset lifecycle 

Proprietary Investment Platform

JudyTree’s platform features a three-tiered operating model designed to deliver consistent, risk-adjusted returns while providing investors with opportunities to diversify their real estate portfolios. Our process focuses on identifying, capitalizing, and optimizing real estate investments at every stage of their lifecycle.

  1. Programmatic Development Takeouts

We partner with experienced regional developers to execute programmatic development takeouts, providing capital solutions for high-potential projects. By collaborating with trusted development partners, we secure institutional-grade properties at favorable valuations before they enter the broader market. Our takeout strategy ensures a pipeline of stabilized assets that meet stringent investment criteria while supporting the growth of regional developers and their communities.

Investor Benefits Include:

  • Access to High-Quality Properties: Gain exposure to top-tier developments sourced through established regional partnerships.

  • Enhanced Value Creation: Capture value at the critical transition from development to stabilization.

  • Risk Mitigation: Provides enhanced risk mitigation through return-on-cost premiums, increased liquidity through proprietary exit channels, and complete asset transparency.

  • Portfolio Aggregation: Ensures a consistent pipeline of high-performing assets for long-term capital appreciation.

2. DST Acquisition Platform

Once development projects are stabilized, we offer them to accredited investors through our proprietary Delaware Statutory Trust (DST) program. This platform provides fractionalized ownership opportunities for institutional-grade properties while enabling tax-efficient investments via 1031 exchanges. The DST program is carefully designed to align with stringent underwriting standards and ensure steady cash flow generation for investors.

Investor Benefits:

  • Tax Efficiency: Defer capital gains taxes through 1031 exchange eligibility.

  • Passive Income: Receive stable, recurring income from professionally managed properties.

  • Diversification: Access a diversified portfolio of institutional-grade real estate investments.

  • Transparency and Compliance: Benefit from a fully compliant and investor-focused DST program.

3. REIT Aggregation

Through our UPREIT strategy, we aggregate stabilized DST properties into a perpetual life Real Estate Investment Trust (REIT). This innovative approach provides DST investors with the option to convert their interests into Operating Partnership Units (OP Units) in a tax-deferred manner. The perpetual life REIT structure creates scale, diversification, and enhanced liquidity while maintaining consistent income and growth potential.

Investor Benefits:

Tax-Deferred Growth: Convert DST ownership into OP Units without triggering immediate capital gains taxes.

Enhanced Liquidity: Access liquidity options through REIT mechanisms while retaining ownership benefits.

Diversification at Scale: Participate in a diversified portfolio across multiple property types and geographic regions.

Professional Management: Benefit from institutional-grade property and portfolio management.