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Ongoing Support from First Guardian Group

Once you have decided to acquire investment properties from First Guardian Group, whether it be traditional income properties, Delaware Statutory Trust properties, or investments in development projects, it is the start of a long-term relationship with our firm. Unlike many other financial advisors and real estate brokers, we are available to assist you throughout the full investment cycle in the following areas:

  • Current status on your investments including prompt answers to questions you may have on periodic property reports
  • Access to investor documentation
  • Assistance with ownership transition matters
  • Assistance with tax filings including a status of any pending liabilities
  • Estate planning

Investment Status

In general, FGG investors are provided with monthly reports on the status of their investments including a summary of important property matters plus updated financial information. Periodic investment reports are developed either directly by FGG or through investment sponsors and typically sent out via email or hardcopy depending on the preferences of the investor. FGG personnel are available 7 x 24 to answer questions and we pride ourselves on our ability to promptly respond to 90%+ of investor inquiries within 24 hours.

Access to Investor Documentation

FGG maintains secure electronic records for all investors including subscription information, property reports, tax reporting status, ownership status, etc. Investors can access historical information by simply contacting us and we will either forward the requested information or provide answers to sought-after questions.

Assistance with Ownership Transition Matters

FGG can assist investors with ownership transition matters including upon death, divorce, sale, change of ownership entity, etc. As needed, FGG will work with the investor’s tax and legal advisors to assist in achieving the desired outcome – and be able to recommend other specialists if desired by the investor.

Assistance with Tax Filings

FGG will provide general assistance with state and federal tax filings including the status of any pending liabilities. While we cannot provide specific tax advice or act as a personal tax advisor, we can assist the investor’s personal tax and legal advisors on tax matters related to information that we have reported.

Estate Planning

During our 17+ year history, we have worked with thousands of investors and have gained insights on estate planning matters that we can share with interested investors including preferred forms of investment property ownership and processes for transferring interests to heirs upon the passing of the principal investor(s). We can act as a resource to the investor’s estate planning legal counsel and provide needed information regarding FGG investments that may be needed to prepare needed trust or other ownership documents or to assist in the future transfer of assets to heirs. We can also assist in obtaining future investment values that may be needed for tax and estate settlement purposes.

When investing with First Guardian Group, an investor is welcomed into our family of investors and can look forward to a long-term relationship with an experienced and skilled team to keep them abreast of the status of their investments while also assisting with new matters that may occur during the investment cycle.

For more information, please contact us at 408 392-8822 or via email at info@FirstGuardianGroup.com

 Download and read our latest ebook "Tax Deferral Strategies " below!

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Paul Getty

Paul Getty is a licensed real estate broker in the state of California and Texas and has been directly involved in commercial transactions totaling over $2 billion on assets throughout the United States. His experience spans all major asset classes including retail, office, multifamily, and student and senior housing. Paul Getty’s transaction experience includes buy and sell side representation, sourcing, and structuring of debt and equity, work-outs, and asset and property management. He has worked closely with nationally prominent real estate brokerage and investment organizations including Marcus Millichap, CB Richard Ellis, JP Morgan, and Morgan Stanley among others on the firm’s numerous transactions. Paul Getty also maintains a broad network of active buyers and sellers of commercial real estate including lenders, institutions, family office managers, and high net worth individuals.

Prior to founding First Guardian Group/FGG1031, Paul Getty was a founder and CEO of Venture Navigation, a boutique investment banking firm specializing in structuring equity investments made by institutions and high net worth individuals. He possesses over 25 years of comprehensive worldwide business management experience in environments ranging from early phase start-ups to multi-billion-dollar corporations. His track record includes participation in IPOs and successful M&A activity that has resulted in investor returns of over $700M.

Paul Getty holds an MBA in Finance from the University of Michigan, graduating with honors, and a Bachelor’s Degree in Chemistry from Wayne State University. He is a member of the Institute of Real Estate Management (IREM), a Certified Property Manager Candidate (CPM), and a member of the US Green Building Council. Paul Getty holds Series 22, 62, and 63 securities licenses and is a registered representative with LightPath Capital Inc, member FINRA /SIPC.

Paul Getty is a noted speaker, author, and actively lectures on investments and sales and management related topics. He is the author of The 12 Magic Slides, Regulation A+: How the JOBS Act Creates Opportunities for Entrepreneurs and Investors, and Tax Deferral Strategies Utilizing the Delaware Statutory Trust (DST), available on Amazon and other retail outlets.

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