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Real estate fractionalization

Real estate tokenization through ATK democratizes access to institutional-quality properties while calculating rental income entitlements and maintaining compliance controls. The platform handles fractionalized ownership, expense tracking, and property governance.

Who should read this: Real estate sponsors, property managers, and asset managers exploring fractional ownership models.

Business value: Lower minimum investment thresholds, calculate monthly rental entitlements for on-demand claiming, enable secondary liquidity, and provide real-time performance visibility to investors.

Business challenge

Highland Properties owns a $25 million office building in a major market. They want to fractionalize ownership to enable smaller investors to participate while maintaining professional property management and compliance controls.

Traditional approach

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How ATK solves it

Property tokenization as equity

Highland creates 250,000 equity tokens, each representing $100 of building ownership. Token holders receive proportional rental income distributions and can participate in governance decisions on major property matters.

Investor eligibility and documentation

The platform enforces that only verified investors with appropriate accreditation levels can purchase tokens. Property documents—purchase agreements, operating agreements, building inspections, insurance policies—are hashed and linked to the token metadata for permanent transparency.

Fractional ownership

Investors can purchase as few as 10 tokens ($1,000 investment) or as many as they want up to regulatory limits. The platform enforces maximum ownership percentages via compliance modules to maintain distributed ownership.

Rental income distributions

Monthly rental income from tenants flows into Highland's treasury. After deducting property management fees and reserves, the platform distributes net income proportionally to all token holders. Distributions execute automatically on a preset schedule via configured payment adapters.

Property expenses and reserves

Major repairs or capital improvements require approval from token holders. Highland creates a governance proposal using the governance addon module. Token holders vote with their holdings weighted proportionally.

Note: The current platform supports proposal creation and voting infrastructure. Property-specific UI workflows (proposal templates for repairs, capital improvements, special assessments) require custom dapp development or use of third-party governance tools integrated with the token contract.

Valuation updates

Annual appraisals update the property's value through the admin portal, adjusting the implied token value. Holders see current valuations without requesting reports.

Compliance with securities and real estate law

The platform enforces both securities regulations (accredited investor requirements) and applicable real estate regulations (ownership transfer restrictions, FIRPTA withholding for foreign investors via compliance modules).

Exit mechanisms

When Highland eventually sells the building, sale proceeds distribute automatically to all holders proportionally. Tokens are redeemed and the holding concludes with complete documentation of every income distribution, every expense, and every ownership change.

Key capabilities

CapabilityTraditionalWith ATK
Minimum investment$25M (full ownership)$1,000 (10 tokens)
Distribution processingDays of manual wire workAutomated monthly schedule
Ownership visibilityQuarterly reportsReal-time dashboard
Governance votingEmail/phone campaignsToken-weighted on-chain proposals
Secondary transfersMust sell entire propertyTrade tokens with compliance checks
Expense trackingSpreadsheetsOn-chain transaction records

Measurable outcomes

Democratized access – Real estate institutional-quality investment becomes available to smaller investors who cannot deploy $25 million for full ownership.

Operational streamlining – Distribution entitlement calculations that used to take days of manual spreadsheet work now happen automatically each month, and token holders claim their rental income on-demand via the smart contract.

Transparency – Investors see property performance, expenses, and income in real time rather than waiting for quarterly reports.

Secondary market – Token holders can sell positions to other qualified investors, creating liquidity in a traditionally illiquid asset class.

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The diagram above shows the ATK real estate lifecycle, from tokenization through automated servicing to secondary liquidity.

Compliance considerations

Real estate tokens operate under both securities and property regulations:

  • Accredited investor verification – Enforced via OnchainID claims
  • Maximum ownership limits – Configured via compliance modules to maintain distributed ownership
  • Transfer restrictions – Lock-up periods, holding requirements
  • FIRPTA withholding – For foreign investor transactions (requires custom tax module integration)
  • State securities laws – Multi-state registration compliance

For detailed compliance architecture, see Compliance & Security.

Implementation checklist

  1. Structure property ownership vehicle (LLC, Delaware Statutory Trust, etc.)
  2. Define token economics (total supply, price per token, minimum/maximum holdings)
  3. Select compliance template (Reg D, Reg A+, or custom ruleset)
  4. Integrate KYC/AML provider for investor verification
  5. Configure rental distribution schedule and payment adapters
  6. Set up governance addon for proposal creation and voting
  7. Upload property documents (appraisals, insurance, operating agreements) and link to metadata
  8. Deploy smart contract and conduct primary token sale
  9. Configure expense tracking and reserve management workflows

Limitations and considerations

  • Governance UI – Platform provides proposal registry and voting infrastructure; property-specific workflows (repair proposals, capital improvement templates) may require custom dapp development
  • Rental data source – Income and expense data entered manually via admin portal; integration with property management systems requires custom API development
  • Regulatory complexity – Multi-state securities registration and property-specific regulations require legal counsel review

Next steps

  • Review SMART Protocol architecture to understand embedded compliance
  • Explore Developer Documentation for governance addon customization
  • Contact your SettleMint representative to discuss a real estate tokenization pilot
Private equity
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On this page

Business challengeTraditional approachHow ATK solves itProperty tokenization as equityInvestor eligibility and documentationFractional ownershipRental income distributionsProperty expenses and reservesValuation updatesCompliance with securities and real estate lawExit mechanismsKey capabilitiesMeasurable outcomesCompliance considerationsImplementation checklistLimitations and considerationsNext steps