Married father of three. Specialties:Commercial Property Due Diligence.Private Placement Offerings (DPPs) for accredited investors.MBA with Emphasis in Real Estate Finance.Tax-advantaged Investing.Real Estate and Energy Investments.1031 Exchange Transactions - 525 completed (and counting.)Marketing - Creating and Implementing Plans.Sales - $280,000,000 of equity raised since 2004.NECESSARY FINE PRINT:General DisclosureNot an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.Securities and advisory services offered through Emerson Equity LLC Member: FINRA/SIPC and a registered investment adviser. Only available in states where Emerson Equity LLC is registered or operating pursuant to exemption from registration. 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
Listed skills include Due Diligence, Investments, Asset Management, Finance, and 16 others.
