Grantor Retained Unitrust (GRUT Multifamily Equity Inflation Shield) 2026

Model Grantor Retained Unitrusts (GRUT) transferring appreciating commercial multi-family apartment buildings to family heirs with annual revaluing unitrust cash flows and significant valuation discounts.

Underwriting Assumptions

Contributed Multi-Family Equity ($)

Annual Unitrust Distribution Rate (%)

Multi-Family Real Estate Asset CAGR (%)

GRUT Trust Term Horizon (Years)

Projected Economics

Ending Tax-Free Wealth Transferred to Heirs

Total Retained Cash Distributions

Multi-Generational Wealth Multiplier