Schedule a Strategy Call: https://start.impact1031.com/scheduling/

 ________________________________________________

© 2025 Ridgegate Financial. All Rights Reserved.

"Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States.

Impact 1031™ is a DBA of Ridgegate Financial, LLC.

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.

Securities offered 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. Investment advisory services offered through AE Wealth Management (AEWM).

Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.

For full disclosures, please visit: https://ridgegatefinancial.com/disclosures/

Schedule a Strategy Call: https://start.impact1031.com/scheduling/

________________________________________________

00:00 - 00:38: Introduction

00:38 - 01:52: Tip 1: There's a Difference Between an Investment Real Estate Owner and a Real Estate Investor

01:52 - 03:27: Tip 2: Make Your Real Estate Part of Your Investment Strategy

03:27 - 04:50: Tip 3: Sell Your Property to Keep Your Equity Working For You

04:50 - 06:37: Tip 4: Not All Debt is Created Equal

06:37 - 08:38: Tip 5: Let Someone Else Deal With the Big Fixes

08:38 - End: Outro and Disclosures

 ________________________________________________

© 2025 Ridgegate Financial. All Rights Reserved.

"Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States.

Impact 1031™ is a DBA of Ridgegate Financial, LLC.

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.

Securities offered 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. Investment advisory services offered through AE Wealth Management (AEWM).

Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.

For full disclosures, please visit: https://ridgegatefinancial.com/disclosures/

Schedule a Strategy Call: https://start.impact1031.com/scheduling/

________________________________________________

00:00 - 00:46: Introduction

00:46 - 07:45: My Real Estate is Holding Me Hostage

07:45 - 17:43: My Real Estate Investments Seem Good, But There's Something Missing

17:43 - 25:35: I Want my Real Estate to Leave a Good Legacy

25:36 - End: Outro & Disclosures

________________________________________________

© 2025 Ridgegate Financial. All Rights Reserved.

"Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States.

Impact 1031™ is a DBA of Ridgegate Financial, LLC.

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.

Securities offered 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. Investment advisory services offered through AE Wealth Management (AEWM).

Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.

For full disclosures, please visit: https://ridgegatefinancial.com/disclosures/

Schedule a Strategy Call: https://start.impact1031.com/scheduling/

________________________________________________

00:00 - 00:30: Introduction

00:30 - 02:58: Key 1: Know Your Numbers

02:58 - 10:15: Key 2: Know Your Options

10:15 - 15:12: Key 3: Know Your Purpose

15:12 - End: Outro & Disclosures

 ________________________________________________

© 2024 Ridgegate Financial. All Rights Reserved.

"Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States.

Impact 1031™ is a DBA of Ridgegate Financial, LLC.

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.

Securities offered 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. Investment advisory services offered through AE Wealth Management (AEWM).

Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.

For full disclosures, please visit: https://ridgegatefinancial.com/disclosures/

________________________________________________

© 2023 Ridgegate Financial. All Rights Reserved.

"Purpose. Planning. Portfolio.®" is a registered trademark of Ridgegate Financial in the United States.

Impact 1031™ is a DBA of Ridgegate Financial, LLC. 

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.

Securities offered 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. Investment advisory services offered through AE Wealth Management (AEWM).

Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.

We review the history and the rules and considerations of a 1031 exchange.

Disclosures:

© 2022 Ridgegate Financial. All Rights Reserved.

“Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States.

Impact 1031™ is a DBA of Ridgegate Financial, LLC.

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.

Securities offered 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. Investment advisory services offered through AE Wealth Management (AEWM).

Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.

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

1031 Exchange Rules and Regulations with Jeff Hertz from Cantor Fitzgerald

Disclosures:

© 2022 Ridgegate Financial. All Rights Reserved.

“Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States.

Impact 1031™ is a DBA of Ridgegate Financial, LLC.

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.

Securities offered 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. Investment advisory services offered through AE Wealth Management (AEWM).

Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.

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

DST Acquisition Considerations with Jeff Montgomery

Disclosures:

© 2022 Ridgegate Financial. All Rights Reserved.

“Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States.

Impact 1031™ is a DBA of Ridgegate Financial, LLC.

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.

Securities offered 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. Investment advisory services offered through AE Wealth Management (AEWM).

Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.

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

Investing In Healthcare Real Estate (Round 2) With Inspired Healthcare Capital (IHC)

Disclosures:

© 2022 Ridgegate Financial. All Rights Reserved.

“Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States.

Impact 1031™ is a DBA of Ridgegate Financial, LLC.

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.

Securities offered 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. Investment advisory services offered through AE Wealth Management (AEWM).

Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.

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

The Importance of Due Diligence with Brandon Raatikka from FactRight

Disclosures:

© 2022 Ridgegate Financial. All Rights Reserved.

“Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the United States.

Impact 1031™ is a DBA of Ridgegate Financial, LLC.

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing.

Securities offered 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. Investment advisory services offered through AE Wealth Management (AEWM).

Emerson Equity, Ridgegate Financial LLC and AEWM are not affiliated entities.

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