For investors considering selling a real estate investment and deferring tax on their capital gains, a 1031 exchange could be an option for reinvestment. Understanding the complex guidelines for the 1031 exchange process can be challenging. However, with the right professional services, the process can be more convenient and accessible for any Accredited Investor.
As an investor, you can gain several advantages from finding experts who have the resources and experience to handle your exchange logistics. Working with professionals can save you time and energy while reducing potential stress. When you understand your options you can confidently move forward.
* Referrals available upon request
Founded in 2003, Emerson Equity has since become one of the preeminent broker dealer firms in the alternative investment space, raising approximately 12%-15% of the overall DST market annually. With more than 150 investment professionals in locations across the country, Emerson Equity has secured a place as one of the industry’s leading boutique investment firms. Clients have trusted us because they know our goal remains the same: providing investment professionals who seek to meet their unique needs though a close, personal relationship and a tailored range of products and services.
Emerson Equity is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). We are also a registered Investment Advisor.
Our Role:
Syndicated real estate is often a new concept to most of our clients and we fully understand that trust needs to be earned. We often get questions like:
We implore our clients to know as much as possible about the people they choose to work with and are proud to be as transparent as possible. Thats why we direct them to Broker Check, a tool that our nation’s securities regulatory body provides (FINRA). It allows the public to vet anyone with a securities license. All you have to do is type in the name of the subject and Broker Check will populate everything you would want to know. This could include their work history, licenses and any red flags that you may want to be aware of.
Please follow the link to access this extremely useful tool:
When you set out to find the right Delaware Statutory Trust (DST) broker for your 1031 exchange, the decision can make or break your investment success. Investors face decisions that require sophisticated evaluations all the time but knowing with whom to invest and trust is vital.
Finding the DST investments that make the most sense for you and
receiving knowledgeable and experienced advice by someone that is
concerned with your best interests as to which DST(s) to choose is
critical. Your broker should also have a diversified menu of investment
choices available, an understanding of the DST sponsors’ track record
and management, as well as the ability to match you to investment
options that are aligned with your needs and goals by taking the time
and effort to get to know you.
Learn about the red flags and signals that you should consider when
choosing a DST broker to walk you through your 1031 exchange
Knowing what to look for and what to avoid can help you when choosing a broker. That means you will be able to consider your investments with the peace of mind that you are getting information tailored to you. But, more importantly, you will gain confidence in knowing you are walking through the process with a knowledgeable and experienced broker who cares about your investment outcomes and who wants a long-term relationship with you.
Start making more informed choices for your financial future with Breakwater Capital. Schedule a free in-person or virtual consultation so we can get to know each other. During our meeting we will discuss your finances at length to determine if Breakwater Capital is right for you.
Fill out a Contact Form to Request More Information or Schedule a Consultation
9940 Research Dr. Suite 200 Irvine, CA 92618
(310) 940-9430
Josh@Breakwater1031.com
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All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future performance. There can be no guarantee that any investment or strategy will achieve its stated objectives. Speak to your tax and/or financial professional prior to investing. Securities and advisory services through Emerson Equity LLC, member FINRA and SIPC and a registered investment adviser. Emerson is not affiliated with any other entity identified herein.
There is no guarantee that any strategy will be successful or achieve investment objectives; Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; Potential for foreclosure – All fnanced real estate investments have potential for foreclosure; Illiquidity –These assets are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefts. Stated tax benefts – Any stated tax benefts are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.
Investing in opportunity zones is speculative. Opportunity zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund’s underlying investment properties or businesses is not guaranteed. Investing in opportunity zone funds may involve a higher level of risk than investing in other established real estate offerings. Long-term investment. Opportunity zone funds have illiquid underlying investments that may not be easy to sell and the return of capital and realization of gains, if any, from an investment will generally occur only upon the partial or complete disposition or refinancing of such investments. Limited secondary market for redemption. Although secondary markets may provide a liquidity option in limited circumstances, the amount you will receive typically is discounted to current valuations. Difficult valuation assessment. The portfolio holdings in opportunity zone funds may be difficult to value because financial markets or exchanges do not usually quote or trade the holdings. As such, market prices for most of a fund’s holdings will not be readily available. Capital call default consequences. Meeting capital calls to provide managers with the pledged capital is a contractual obligation of each investor. Failure to meet this requirement in a timely manner could elicit significant adverse consequences, including, without limitation, the forfeiture of your interest in the fund. Leverage. Opportunity zone funds may use leverage in connection with certain investments or participate in investments with highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase the exposure of such investments to factors such as rising interest rates, downturns in the economy or deterioration in the condition of the assets underlying such investments. Unregistered investment. As with other unregistered investments, the regulatory protections of the Investment Company Act of 1940 are not available with unregistered securities. Regulation. It is possible, due to tax, regulatory, or investment decisions, that a fund, or its investors, are unable realize any tax benefits. You should evaluate the merits of the underlying investment and not solely invest in an opportunity zone fund for any potential tax advantage.
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