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        Featured Post

          Paul Getty   Dec 02, 2024

        Important Steps to Take When Starting a 1031 Exchange Late in the Year

        Many real estate investors are aware of the two important deadlines that must be observed when completing a 1031 exchange: 1) 45-days after close of esc[...]

        1031 Exchange
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        Recent Posts

        Real Estate Investors Retirement Planning

        The Role of Investment Real Estate in Today’s Retirement Portfolio

        By Paul Getty02, May 2024

        The term “private equity real estate" refers to professionally managed pools of public and private real estate investments. The process of investing in private equity real estate entails the procurement, funding, and direct or indirect ownership of a property or properties using an investment fund or similar structure. These types of investments are generally limited to accredited investors.

        Qualifying investors may consider taking a different approach from the traditional investment mindset when developing a retirement planning strategy. A retirement portfolio focusing on wealth preservation and income stability demands an insightful understanding, especially regarding alternative investments such as private real estate.

        Understanding Private Real Estate's Role

        Incorporating private real estate into your retirement portfolio marks a strategic decision influenced by the aim for diversification away from traditional investments like stocks and bonds. This move towards alternative investments is not merely a trend, but a thoughtful shift spurred by the market's dynamics and the pursuit of stable, passive income streams. 

        Private real estate stands out among other asset classes by offering benefits that align closely with the goals of a retirement portfolio: stability, tax efficiency, potential for enhanced returns, and capital preservation.

        Significance of Alternative Investments

        The movement towards alternative investments, including private real estate, has been increasing for years. This trend is propelled by the need for investments that exhibit minimal correlation with volatile equity markets, thereby providing a buffer against market downturns. There is a growing focus on private real estate as a pivotal component of a robust retirement investment strategy​​.

        The Appeal of Private Real Estate

        Vehicles like Private REITs, 1031 Exchanges using Delaware Statutory Trust (DST) strategies, and 721 Exchanges offer investors relatively easy access to investment real estate, presenting a mixture of attractive features. These include portfolio diversification, potential for passive income, tax efficiency, and capital preservation. Real estate investments have been acknowledged for their consistency in growing wealth over time through cash flow and property value appreciation. 

        Contribution to Portfolio Performance

        Private real estate investments' distinctive features include their low correlation with publicly traded securities and historically consistent income distributions, which enable them to complement traditional portfolios effectively. This unique trait can potentially enhance overall risk-adjusted portfolio performance while helping to mitigate volatility. 

        Investment Professionals and Alternative Investments

        Investment professionals and advisors play a crucial role in integrating private real estate investments into clients' portfolios. Their responsibility extends to educating clients about the unique aspects of investment real estate. Advisors are key in helping clients better understand private real estate's opportunities and potential limitations​.

        Overcoming Limitations

        While integrating real estate investments into a retirement portfolio offers numerous benefits, it also presents limitations such as liquidity concerns, complexities in valuation, and regulatory considerations. Engaging with a skilled investment professional is vital in determining if a private real estate allocation for your retirement planning meets your goals for wealth preservation and income stability.

        Wrapping Up

        The inclusion of private real estate in retirement portfolios is increasingly recognized for its potential to provide diversified risk, enhanced returns, and stability. The benefits make this asset class an attractive option for those seeking a balanced approach to retirement planning. Consulting with an experienced advisor and conducting thorough research is essential to making informed decisions that reflect your retirement goals.

        Please contact FGG10131 | First Guardian Group for more information.  You can also schedule a call directly with Paul Getty here. 

         

        1Real Estate Market Forecast - Mueller

        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 $3 billion on assets throughout the United States. His experience spans all major asset classes including retail, office, multifamily, and student, and senior housing. Paul’s transaction experience includes buy and sell side representation, sourcing and structuring of debt and equity, workouts, 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 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 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 35 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 holds an MBA in Finance from the University of Michigan, graduating with honors, and a Bachelor’s Degree in Chemistry from Wayne State University. Paul Getty holds Series 22, 62, and 63 securities licenses and is a registered financial representative with LightPath Capital Inc, member FINRA /SIPC. Paul is a noted speaker, author, and actively lectures on investments, sales, and management related topics. He is 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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        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.

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