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learn how to defer capital gains taxes with a 1031 exchange and
diversify your real estate portfolio with alternative real estate investments
1031 Exchange Strategy and Diversified Real Estate Investments
Investing in Real Estate takes planning. Knowing when to sell appreciated Real Estate to take advantage of market conditions and completing a 1031 Exchange in the required time does not happen by accident. Investors must spend time developing and planning the logistics of their strategy. Speaking with a professional in advance of initiating Real Estate transactions to learn and plan for the requirements of Debt Ratios, Equity Amounts, Financing and Time can ensure a smooth transaction and proper management of a Real Estate Portfolio while meeting the requirements of the 1031 Exchange capital gains tax deferment rules.
Established investment property owners who are Accredited Investors as defined by the U.S. Securities and Exchange Commission can re-position their real estate equity though the use of the 1031 Exchange and accomplish multiple objectives including higher income, diversification of assets and freedom from property management when they consider Alternative Real Estate Investments, such as the Delaware Statutory Trust (DST), Tenant in Common (TIC) and alternative options.
When looking at these investment options, the key is just that - OPTIONS. Working with a Broker who has relationships with the highest selection of options allows for a wide selection of properties to choose from. We are one of the leaders in the Real Estate Alternatives industry and employ a full time staff that provides Due Diligence analysis of all available properties to offer a comprehensive selection to investors through a single point of contact.
By focusing exclusively on the buy side of exchange qualified transactions, I help clients make real estate investment decisions through market study and property analysis. The focus of my practice is the goals of the client in building and retaining a sound Real Estate Portfolio that can pass income producing wealth to future generations.
Instead of ownership in a few single owner real estate properties, Accredited Investors can have a Diversified Portfolio of institutional quality real estate in various assets classes without the burden of management.
NNN leased Office and Retail with A+ tenants, Multi Family, Senior, and Student Housing, Storage Facilities, Industrial, Medical and Parking Solutions are some examples of properties available to Accredited Investors. Investors are grouped with others in these properties to allow access to investments through what is most commonly called a Delaware Statutory Trust (DST), or sometimes in a Tenant In Common (TIC) or an LLC structure.
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Why use a 1031 Exchange?
Contact us for a for a free PDF checklist and resource guide on how to complete a 1031 Exchange
DEFER CAPITAL GAINS
Use of the 1031 Exchange provide investors with one of the best tax strategies for preserving the value of a real estate investment portfolio by allowing capital gains taxes to be deferred.
The tax dollars saved by completing a 1031 Exchange can then be utilized to purchase additional investment property and growth of holdings.
An investor can continue to exchange investments resulting in no taxable gain for their lifetime. When assets are passed to an heir, based on current rules there is a step up in basis and future gain will be calculated on the adjusted basis.
SIMPLE TO USE
A 1031 Exchange is a simple and low cost process. There are a few rules that an Investor must follow such as purchase equal or greater value, reinvest all the equity and obtain greater or equal debt in a specified time period. For more details request our free guide.
Accredited Investors are invited to be our guest for lunch or dinner to learn detailed information about Replacement Property Options such as DST and TIC investments.
SAN LUIS OBISPO, CA
Alternative Real Estate Investments | TIC and DST Properties
To be announced ....
Click Here to learn more about one of these events
1031 Exchange Strategies
Learn how to defer capital gains taxes on the sale of Investment Real Estate. The class will cover the basic rules for an exchange, how to complete an exchange, selecting a Qualified Intermediary, and replacement property options. This class is useful for Real Estate Investors, Real Estate Brokers, CPAs, Attorneys or anyone looking to learn more.
Continuing education credits are available upon request. Classes include breakfast or lunch and cost $35. Attendees will receive a Guide to 1031 Exchanges and Resources for completing an exchange.
Click Here to request information for one of these events
To receive property updates and notices of new seminars in your email box. When submitting your information you agree you have reviewed and meet the qualifications of
an Accredited Investor.
I invite you to schedule a private review of your Real Estate Portfolio. Contact me to learn more about DSTs or other Alternative Real Estate Investments and to see if they fit your real estate investment strategy.
Karen has been involved in the Alternative Investments industry since 2002 in successful practices specializing in real estate alternatives such as TICs and DSTs. Having watched the industry evolve since 2002, Karen has a thorough knowledge of the various sponsors and can provide clients with valuable insight into these investments and the companies that offer them. Karen works with clients and their financial planners to identify a 1031 Exchange and Real Estate Investment Strategy including, when appropriate, offering Alternative Investments to fit that strategy.
Karen is licensed in California, Oregon and Washington with offices in
San Luis Obispo, California and Bend, Oregon.
Member of ADISA
Note. The images on this site are examples of a few of the asset types. They are not actual current offerings.
San Luis Obispo, CA | Bend, OR
Po Box 501, Avila Beach, CA 93424
Disclosures. There are risks associated with investing in real estate and Delaware Statutory Trust (DST), TIC and LLC properties such as, but not limited to the following risks. 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 financed real estate investments have potential for foreclosure. Illiquidity – Because 1031 exchanges 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 benefits. Any past performance is not indicative of future returns. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Because investors’ situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. The information herein has been prepared for educational purposes only and does not constitute an offer to purchase securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities.
Securities offered through Pinnacle Equity Management, LLC. Member, FINRA, SIPC.
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