1031 Property Selection ☰

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Investments & Taxes

Zero Capital Gains Rate Requires Careful Planning
Deducting Investment Interest
Deductions for Investors
Fine-Tuning Capital Gains and Losses
Capital Gains Tax on Inherited Assets
Common Investment Errors
Investment Tax Blunders to Avoid
Some Common Investments Enjoy Preferential Tax Treatment
Is Life Insurance a Sound Investment?
Is Long-Term Worth the Wait and Risk?
Lower Rates for Long-Term Capital Gains
Mutual Fund Dividends
Older Savings Bonds May Have Stopped Paying Interest
Taxes on Dividends
Tax Strategies in a Down Market
What’s Best -Tax-Free or Taxable Interest Income?
Wash Sales Could Take You to the Tax Laundry

For accredited investors

Learn more about DST investing and 1031 exchange properties.

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1031 Exchanges

1031 Exchange Basics
Tax-Deferred Exchanges
1031 IRS Code
Direct Investment via LLC

DST & TIC

Delaware Statutory Trust
DST vs TIC
DST Pros & Cons
TIC / DST Investments
Passive Income Real Estate

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Licenses: 7, 63, 65 CA Insurance #0B99170, CA real estate agent, #01349987

Alta Investment Group
1031 Property Selection
Aptos Office: 831-688-7700
Montecito Office: 805-618-1886
Mobile: 831-359-3777
9055 Soquel Dr #H
Aptos, CA 95003

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Offering Disclosure

The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by an issuer, or any affiliate, or partner thereof (“Issuer”). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.

Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

1031 Risk Disclosure:

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