DST/1031 EXCHANGE SEMINAR
Learn how to leverage these powerful tools for tax deferral and portfolio diversification.
Securities offered through Emerson Equity LLC, Member FINRA, SIPC. Advisory services through Aloha Wealth Partners, LLC. a California Registered Investment Advisor. Aloha Wealth Partners, LLC and Emerson Equity LLC are not affiliated. Unless otherwise indicated, Emerson Equity LLC and Aloha Wealth Partners LLC are not affiliated with any other entity in this communication. Not an offer to buy, nor a solicitation to sell securities. Information herein is provided for information purposes only and should not be relied upon to make an investment decision. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. 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.
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