Real Estate Investment Portfolio

Investor Claims Is What We Do - All Day, Every Day

Since 1999 our law firm has recovered more than $350,000,000 for victims of investment fraud and misconduct.
  • Jury Verdict Won Against Prudential Securities $262 Million
  • Recovered for 100-Year Old Widow $30 Million
  • Recovered in Retirement Losses $10 Million
  • Recovered for a Large Group of Individual Investors $6.5 Million
  • Recovered for Elderly Victim in Ponzi Scheme Case $3.8 Million
  • Recovered for Elderly Ponzi Scheme Victim $3.2 Million
  • Recovered for More Than 50 Families of Ponzi Scheme in California $3.2 Million
  • Recovered for 35 Families in Northeast Ohio $3.1 Million
  • Losses Recovered for 20 Retirees $3 Million
  • Recovered for Retired Physician Against Major Wall Street Firm Prior to Filing FINRA Arbitration $2.5 Million

How Can I Get Real Estate Exposure in My Investment Portfolio Safely?

A non-traded real estate investment trust, also known as a REIT, is a product that takes your money and invests it in real estate. Promoters say this rental income will be sufficient for you to get a sizeable annual return, and, according to the common sales pitch, after seven to ten years the property will be sold and you will get your money back. You might even get more if the property is sold for a profit.

Non-Traded REITs: Investments You Should Never Make

In order to buy a non-traded REIT, you have to pay commissions and fees that often total 15% of your investment, and can be difficult to identify. If you want to sell – you can’t. These investments don’t have a market, and they aren’t traded. This means you have to wait for the promoter to sell the underlying real estate and return your money to you. It can take a decade or more before you see your investment again.

Despite the lack of liquidity, the promise of a sizeable annual return has enticed many people to invest. The top 20 non-traded REITs held about $67 billion as of the second quarter of 2014. In those three months alone, investors put $4 billion more into them, and it’s no wonder why brokers love to sell products. That $4 billion generated about $600 million in fees and commissions for the brokers and brokerage firms.

It also means that only 85 cents of every dollar you invest is actually used to buy real estate. When you invest $100,000, you only own $85,000 worth of the property. That property has to rise 18% in value in order for you to be able to get back the original $100,000 that you invested.

Consider Mutual Funds Instead

If real estate exposure is what you’re looking for in your investment portfolio, mutual funds provide investors with:

  • Professional management with established track records
  • Access to a wide variety of real estate markets
  • Transparent pricing
  • Ready liquidity

While brokers and advisors may have a good faith basis for recommending that a client make a focused real estate investment, in our opinion, they cannot justify a recommendation to purchase a non-traded REIT. Clients’ interests are better served by investments in low-cost and low-liquid funds managed by individuals with expertise and incentives to construct diversified portfolios of the best real estate investments.

The Meyer Wilson Way

Results-Focused Representation
  • More than $350,000,000 Recovered
  • Voted Best Lawyers in America┬« for over Ten Years Running
  • David Meyer is President of Public Investors Advocate Bar Association (PIABA)
  • Over a Thousand Investor Claim Cases Since 1999
  • Exclusive Focus on Investor Claims & Class/Mass Action Lawsuits
  • Deep Bench of Skilled Attorneys and Staff Members


Meyer Wilson has represented over 1,000 individual investors in high-stakes claims across the country, and has recovered over $350 million on their behalves. See what former clients have to say about our team.

  • “I primarily worked with Courtney Werning throughout the process and she was informative and knowledgeable. I trusted and fully recommend Courtney and her team.”

    - S.R.
  • “The communication throughout the process was on par - and they took the time to indulge me with the various questions and opinions.”

    - R.G.
  • “What I truly appreciated was getting a great result for my Mom with limited involvement/stress on her.”

    - S.W.
  • “We went to arbitration with the other respondent and I got to see firsthand the level of professionalism and expertise the Meyer Wilson firm can deliver.”

    - D.V.
  • “Chad would take the time to call and talk with me. His explanations were always clear and concise. I also appreciate all the effort put into the details and statistics required to argue this case.”

    - P.N.
  • “Meyer Wilson was able to produce the results that we felt were obvious and warranted while several other firms and even state offices simply had trouble understanding let alone moving the case forward.”

    - B.K.
  • “My overall experience was positive and I would encourage anyone who even thinks they have been a victim of stockbroker misconduct to call David.”

    - S.T.
  • “Meyer Wilson represented me in a suit brought last year against my brokerage firm, securing a very fair and equitable settlement for me.”

    - R.G., M.D.
  • “Right from the start, you had the passion and desire to win this case for us. I have never worked with an attorney or firm as compassionate as yours. I would highly recommend your firm to anyone.”

    - G.A.

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