Page 1 · Purpose
SSDCREIT is a planning structure — not a public fund pitch. Families contribute a defined slice of real estate into a private REIT owned with a donor-advised fund and a NIMCRUT. Lifestyle need is funded first. Excess is directed to charity. Tax outcomes are modeled before any contribution.
Page 2 · Structure
Most families do not start at 100%. The model compares contribution levels against the same after-tax living need, portfolio NOI, debt, and ordinary income from other businesses. Charity is a floor, not an afterthought. Counsel can see what is assumed — and what still requires appraisal and basis.
Page 3 · Workspace
After login: dashboard, modeling, client records, and new-user setup. Upload property and ordinary-income files, optimize a package near a target contribution percentage, then run the 40-year decision report. Access is limited to the family’s own account unless you are Greg or an admin.