Join SCC's Kevin Hemstreet and Skyler Stokes of Aloha Wealth Partners as they discuss Delaware Statutory Trusts!
DISCLOSURES:
This podcast is not an offer to buy or a solicitation to sell a security. The podcast is a discussion pertaining to one or more investment strategies and/or asset class(es), and is not a discussion of any specific offering, past or present, of securities. As a reminder, there is no guarantee that any investment or strategy will perform as targeted, past performance is no guarantee of future performance, and any investment involves risk of the loss of some or all principal invested. The podcast contains statements intended for educational and hypothetical purposes only, and is not to be construed as a promise of performance. Information presented herein reflects the opinions of the speakers and is from sources believed to be reliable, but all information is subject to change. You should always speak to your finance and/or tax professional prior to investing.
Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Advisory Services offered through Aloha Wealth Partners, a California Registered Investment Advisor. 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
