Access the value of investment real estate to support your goals

 

Whether you own investment real estate already or are looking to diversify your portfolio,  investment real estate may be incorporated into  your broader financial strategy — one that looks at both your assets and liabilities together. The right commercial real estate financing can enable you to acquire, refinance or even build investment properties. Commercial real estate can also serve as collateral for a loan that offers you liquidity to fund other investments.

 

We welcome the opportunity to discuss your real estate investment strategy and the role that a commercial real estate loan could play. Together, we can work with a Bank of America Credit Executive to discover your options and help you evaluate how a real estate loan may play a key role in your broader financial strategy.

 

It’s important to review the considerations and risks noted below when evaluating if a customized lending solution is right for you.

 

  • Customized lending solutions involve special risks and may not be appropriate for all clients.
  • Customized lending solutions may be subject to additional credit and legal approval. 
  • Clients should consult with their independent attorney, tax advisor and investment manager before implementing any financial, tax or estate planning strategy.
  • Clients should also consider their portfolio diversification requirements, time horizon, risk tolerance, debt tolerance, tax situation and any cash flow and appreciation objectives they may have.

 

For more information contact your advisor to explore if customized lending might be right for you.

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Diversification does not ensure a profit or protect against loss.

 

Credit facilities are provided by Bank of America, N.A., Member FDIC, its subsidiaries or other bank subsidiaries of Bank of America Corporation, each an Equal Opportunity Lender. All loans and collateral are subject to credit approval and may require the filing of financing statements or other lien notices in public records. Asset-based financing involves special risks and is not for everyone. When considering an asset-based loan, consideration should be given to individual requirements, asset portfolio composition, and risk tolerance, as well as capital gains, portfolio performance expectations and investment time horizon. A complete description of the loan terms will be found in the individual credit facility documentation and agreements. Clients should consult with their own independent tax and legal advisors.

 

Banking, mortgage and home equity products offered by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Home Icon for Equal Housing Lender Equal Housing Lender . Credit and collateral are subject to approval. Terms and conditions apply. This is not a commitment to lend. Programs, rates, terms and conditions are subject to change without notice.

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Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. 

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

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