Unlike volatile stocks or low-yield bonds, apartments offer a unique blend of equity growth and consistent monthly cash flow. These investments are backed by tangible assets and driven by constant demand for housing—making them a resilient choice in any market cycle.
Steady income
Potential for strong appreciation
Lower volatility than traditional markets
7-Year Holding Period Return (1987 - 2016) | |||
---|---|---|---|
Property Type | Mean | S.D. | Sharpe Ratio |
All | 7.87% | 3.56% | 0.62 |
Apartment | 9.05% | 2.81% | 1.21 |
Industrial | 8.27% | 3.75% | 0.70 |
Office | 6.99% | 4.76% | 0.28 |
Retail | 8.68% | 3.54% | 0.85 |
Leverage 3 Key Types of Depreciation to Reduce Your Tax Burden:
Standard or Straight-line Depreciation
Accelerated Depreciation
Bonus Depreciation
Cost segregation studies are performed on all of our assets. Tax benefits also pass through to our investors via annual year-end reporting on K-1s issued for the preceding year.
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