Our Process

Our Process: A Comprehensive 7-STEP Evaluation

At the heart of our investment strategy lies a meticulous 7-step evaluation process designed to ensure the highest standards of due diligence and investment quality. Our process is tailored to provide you with a thorough analysis, leveraging decades of industry expertise and a deep understanding of market dynamics. From initial assessment to final execution, each step is carefully crafted to align with your investment goals, seek to mitigate risks, and strive to maximize returns. Discover how our systematic approach sets us apart and has the potential to deliver exceptional value through every stage of your investment journey.

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1. Evaluation of Investment Structure

We assess whether a 1031 exchange and a Delaware Statutory Trust (DST) investment structure aligns with your specific investment objectives and tax situation. To facilitate this crucial step, you can schedule a complimentary 30-minute video consultation.

2. Comprehensive 1031 Exchange Support

If, with our guidance, you determine that a 1031 exchange is the optimal decision, we will coordinate the entire process for you. This can include referrals to reputable real estate agents for selling your current investment property, qualified intermediaries for holding and transferring your 1031 funds, and CPAs proficient in 1031 regulations and reporting.

3. Tailored Portfolio Assembly

Once you are under contract for your sales transaction, we will assist you in exploring our available 1031 inventory (~70 offerings) to create a portfolio that targets your investment goals, such as cash flow, total return, risk mitigation, and estate planning. Our Due Diligence process is unparalleled in helping you evaluate the available offerings, and we will guide you through the potential strengths and drawbacks of each option.

Our personalized Investment Portfolios are a powerful tool for evaluating investment types, diversification, cash flow, and more. Download a a sample Portfolio here.

4. Due Diligence and Closing Process

Upon closing on your relinquished property, the 1031 clock begins. We will continue to assist you with your Due Diligence. After selecting the DSTs for investment, we will request minimal paperwork from you. The closing process typically takes less than one week since the Sponsor has already acquired the property, and you are simply filling in the equity.

5. Finalizing the Investment

After you sign the necessary documents, our Broker-Dealer and the DST Sponsor will review and sign them. The Sponsor will forward this information to your 1031 Qualified Intermediary (QI), who will require your signature on a few additional documents before wiring your 1031 funds to finalize your DST investments.

6. Distribution Schedule

After closing, assuming availability of funds, the Sponsor will send your first automatic distribution around the middle of the next calendar month, covering a partial month. For instance, if you close on April 16th, the first distribution will be scheduled on May 15th for half of April. Subsequent full distributions will be scheduled monthly thereafter.

7. Ongoing Support and Coordination

We act as an intermediary between you and the DST Sponsor (manager of the assets). For any updates on property performance, annual tax documents before April 15th, changes to your bank account, or other needs, you can contact us for assistance. Additionally, we offer tools for 1031 tax reporting and can collaborate with your CPA if needed.

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The go-to source for your 1031 replacement real estate needs

Member FINRA | Member SiPC

Contact

Zack Brough

7960 B Soquel Dr, Ste 253
Aptos, CA 95003
(415) 336-9225
zack@1031investmentstrategies.com

Mike Ghirardo

7200 Redwood Blvd, Ste 402
Novato, CA 94945
(415) 328-3919
mike@1031investmentstrategies.com

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Disclosures

General Disclosures
For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

Important 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 the 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 is 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 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

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