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TENNESSEE DEPARTMENT OF REVENUERVR0012001 (9/17)Franchise and Excise Financial Institution and Captive Real Estate Investment Trust Tax Return FAE 174Tax Year BeginningAccount Number Year EndingFEINNAICSSOS
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01
Gather all necessary financial documents, such as tax returns, bank statements, and investment statements.
02
Research different captive real estate investment options and choose the one that best aligns with your investment goals and risk tolerance.
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Contact a captive real estate investment company or financial advisor to discuss your investment plans and get professional advice.
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Fill out the necessary application forms provided by the chosen captive real estate investment company.
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Provide all required personal and financial information as accurately as possible in the application forms.
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Review and sign any legal documents or contracts associated with the investment.
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Submit the completed application forms along with any required supporting documents to the captive real estate investment company.
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Wait for the company to review and process your application. They may contact you for further information or clarification if needed.
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Once your application is approved, fund your investment account by transferring the desired amount of capital.
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Monitor the performance of your captive real estate investment and make any necessary adjustments or decisions based on market conditions or personal financial goals.

Who needs captive real estate investment?

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High-net-worth individuals who are looking for diversification and long-term investment options.
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Institutional investors, such as pension funds or endowments, who aim to achieve stable returns through real estate investments.
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Real estate developers or companies that want to raise capital for their real estate projects.
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Investors who are seeking tax advantages or potential risk mitigation through captive real estate investment structures.
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Individuals or entities interested in investing in specific real estate assets or markets without the burden of direct ownership.
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