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        Articles on Qualified Intermediary

        Featured Post

          Paul Getty

        Senior Housing, Self-Storage, and Data Centers: Three Real Estate Asset Classes Many Investors Overlook

        Many real estate investors operate within a fairly predictable range of asset classes — single-family rentals, apartments, perhaps some commercial expos[...]

        Real Estate Investors 1031 Exchange DST
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        How 1031 Exchange Proceeds and QI-Held Funds Are Taxed

        By Paul Getty |   1031 Exchange Funds 1031 Exchange Qualified Intermediary

        In a 1031 exchange, the sale proceeds from your relinquished property are h[...]

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        The Key Players in a 1031 DST Exchange

        By Paul Getty |   1031 Exchange DST Qualified Intermediary

        Completing a 1031 exchange is not a “go it alone” process and investors nee[...]

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        Qualifications of a Qualified Intermediary

        By Paul Getty |   1031 Exchange Qualified Intermediary

        For investment property owners using a 1031 exchange to sell a property, th[...]

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        Examining Costs Associated with 1031 Exchanges

        By Paul Getty |   1031 Exchange DST Qualified Intermediary

        When considering whether to pursue a 1031 Exchange, potential benefits can [...]

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        Qualified Intermediary Options Simplified

        By Paul Getty |   1031 Exchange Qualified Intermediary

        Investors looking for a Qualified Intermediary (QI) to help facilitate a 10[...]

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        The Qualified Intermediary's Role in a 1031 Exchange

        By Paul Getty |   1031 Exchange Qualified Intermediary

        The IRS makes it clear that a 1031 exchange requires a Qualified Intermedia[...]

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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.

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