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Paul Getty

The 1031 Exchange Is Still the Most Powerful Tool for Potential Wealth-Building in Real Estate - Here’s How to Use It Without Making Costly Mistakes

In more than forty years of real estate investing, I've seen a lot of strategies come and go. Tax laws change. Markets shift. New investment structures [...]

Real Estate Investors 1031 Exchange

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Understanding 1031 Exchanges: “Swap and Drop” vs. “Drop and Swap”

By Paul Getty | 1031 Exchange

We are pleased to share this guest blog provided to our readers by Four Spr[...]

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Impending Estate Tax Exemption Changes Have Some Families Scrambling

By Paul Getty | Estate Planning Capital Gains

In recent years, many high-net-worth families with large estates benefited [...]

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Tax Consequences of Converting a Primary Residence into a Rental Property

By Paul Getty | Real Estate Investors DST

In a recent blog, we addressed the topic of converting a rental property in[...]

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When to Consider Opening a Self-Directed IRA

By Paul Getty | Retirement Planning Investor

At the beginning of every new year, we encourage all our clients to review [...]

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Tax Authorities Cite Added Risks of Monetized Installment Sales and Deferred Sales Trusts

By Paul Getty | 1031 Exchange

In a past blog post, we summarized efforts by the California Franchise Tax [...]

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Apartment Investment Trends to Watch in 2024

By Paul Getty | Apartment Market Investor

The latest Emerging Trends in Real Estate report published by Price Waterho[...]

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DST vs. Direct Ownership: Which Is the Better 1031 Exchange Replacement Property For Your Situation?

By Paul Getty | Real Estate Investors 1031 Exchange

When completing a 1031 exchange, investors who have sold a rental or commer[...]

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Changing Property Ownership After a 1031 Exchange

By Paul Getty | 1031 Exchange

An important rule to keep in mind when considering a 1031 exchange is that [...]

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97 East Brokaw Road, Suite 350, San Jose, CA 95112

(866) 398 1031

info@firstguardiangroup.com

Recent Blogs

Investing in Senior Housing October 20, 2022
A Closer Look at the 7 Deadly Sins October 20, 2022
What is a Springing LLC? October 20, 2022

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Disclaimer: There is no guarantee that any strategy will be successful or achieve investment objectives. All real estate investments have the potential to lose value during the life of the investments. This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). Please be aware that this material cannot and does not replace the Memorandum and is qualified in its entirety by the Memorandum.

This material is not intended as tax or legal advice so please do speak with your attorney and CPA prior to considering an investment. This material contains information that has been obtained from sources believed to be reliable. However, FGG1031, First Guardian Group, LightPath Capital, Inc., and their representatives do not guarantee the accuracy and validity of the information herein. Investors should perform their own investigations before considering any investment. There are material risks associated with investing in real estate, Delaware Statutory Trust (DST) and 1031 Exchange properties. These include, but are not limited to, tenant vacancies, declining market values, potential loss of entire investment principal.

Past performance is not a guarantee of future results: potential cash flow, potential returns, and potential appreciation are not guaranteed in any way and adverse tax consequences can take effect. 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. All financed real estate investments have a potential for foreclosure. Delaware Statutory Trust (DST) investments are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments. 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. Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits.

IRC Section 1031, IRC Section 1033, and IRC Section 721 are complex tax codes; therefore, you should consult your tax and legal professional for details regarding your situation.

DST 1031 properties are only available to accredited investors (generally described as having a net worth of over one million dollars exclusive of primary residence) and accredited entities only (generally described as an entity owned entirely by accredited individuals and/or an entity with gross assets of greater than five million dollars). If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney prior to considering an investment.

Securities offered through registered representatives of LightPath Capital, Inc. Member FINRA / SIPC. FGG1031, First Guardian Group, and LightPath Capital, Inc. are separate entities.

Copyright 2022, All Rights Reserved, FGG1031

97 East Brokaw Road, Suite 350, San Jose, CA 95112

(866) 398 1031

info@firstguardiangroup.com

Recent Blogs

Understanding the Difference Between Inheritance and Estate Tax August 3, 2023
Public or Private Real Estate? Your Investment Portfolio May Need Both July 27, 2023
How to Use 1031 Exchange Funds to Improve Your Replacement Property July 20, 2023

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FGG1031 | First Guardian Group and Emerson Equity LLC do not provide legal or tax advice. Securities offered through Emerson Equity LLC Member FINRA/SIPC and MSRB registered. Emerson Equity LLC is unaffiliated with any entity herein.

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

No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward looking statements are never an assurance of future results.

Many of the investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read and understand all of the risks associated with buying private placement securities. Investments are not guaranteed or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss.

NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by FGG1031 | First Guardian Group, Emerson Equity LLC, or any affiliate, or partner thereof. FGG1031 | First Guardian Group does not warrant the accuracy or completeness of the information contained herein.

Copyright 2026, All Rights Reserved, FGG1031