Offering Custom #1031 Exchange Solutions for Qualified Investors
NORTH BAY'S REAL ESTATE AND ALTERNATIVE INVESTMENT EXPERTS
We specialize in helping investment real estate and vineyard/winery owners defer, and potentially save, taxes through #1031 exchanges of their properties. The approved replacement properties are institutional quality, potential income producing real estate held inside a passive vehicle called a Delaware Statutory Trust (DST), today's vehicle of choice for qualified investors who seek to have their money to work for them, so they don't have to.
Alternative investments, a.k.a. ALTS, and Private Placements (Reg D offerings) are financial assets that are utilized in addition to conventional stocks and bonds. Therefore, they are historically less correlated to the volatility and uncertainty of stock markets. Knowledgeable Investors often consider them attractive diversification options. While Alts take many forms, we focus primarily on diversified real estate strategies for possible income and potential tax and appreciation benefits. While traditionally aimed at institutions, we make them accessible to qualified retail investors via alternative funds and specialized trusts.
We assist a select number of clients in the management of their investment portfolios and real estate holdings. Those services are designed with the goal to preserve capital, mitigate risks, and optimize asset values and cash flow in the long run. We also provide advanced real estate and tax consulting services on an "as needed" basis. As a result of our input and guidance, we help clients make better, more informed financial decisions.
We are local, having lived and worked in Sonoma County for three decades. Professionally, we believe it is more important to meet our clients in person rather than on Zoom or over the Internet. Our clients share that belief and enjoy meeting professionals, who add value to their lives, personally.
Our clients trust us to assist and guide them in striving to achieve their most important financial goals. When engaged as an investment adviser, we have a Fiduciary Duty to our clients and are committed to always act in their Best Interest. By being objective, trusted advisors, we enable our clients to make more informed decisions.
We offer clients the full benefit of our experience and resulting perspective in the areas of #1031 Tax Deferred Exchanges and Alternative Investments. That helps them be fully informed and hopefully avoid costly mistakes. We always welcome the opportunity to collaborate with our clients’ other professionals like CPA's, Attorneys, and Real Estate Brokers, strive to achieve an optimum outcome for our clients.
Through our affiliation with Emerson Equity LLC, one of the largest Broker/Dealers in the DST and Alternative Investments space, we have access to the most experienced and reputable Real Estate investment companies in the Country. Our clients benefit from these extensive connections as we get real time information and access to existing and future offerings.
“To Live a Rich Life, Invest in Memories”
- Dieter Thurow