Alternative Investments


1031 Exchange 

Thanks to IRC Section 1031, a properly structured 1031 exchange allows an investor to sell a property, to reinvest the proceeds in a new property and to defer all capital gain taxes.

Learn more on the benefits and myths of a 1031 Exchange


Delaware Statutory Trust (DST)

A DST stands for Delaware Statutory Trust and is an entity that is used to hold title to investment real estate. In some ways this is similar to how a limited liability company or an LLC can hold title to real estate however, unlike an LLC, a property structured DST property will qualify as like kind exchange property for a 1031 exchange according to the IRS revenue ruling 2004-86.

Click Here to read more on 1031 Exchange via DSTs


DST Investment Opportunities

In general, DST real estate includes commercial or leased spaces of many varieties. The properties listed below are only intended to illustrate the scope of the opportunities. Actual availabilities are always changing, and as with any real estate, they are subject to market fluctuations Multifamily Housing.

  • Student Housing
  • Self-Storage Units
  • Industrial
  • Medical Facilities
  • Office Spaces
  • Retail


1033 Exchange ( Eminent Domain Reinvestment)

Is specifically designed to give relief to property owners who have lost land through an “involuntary conversion”. This can occur when a property or portion of one is destroyed, stolen or condemned, or disposed of under the threat of condemnation and other property or money is received in payment.

States, counties, cities and other government entities at times find it necessary to acquire property against the wishes of the owner. If a taxpayer's property is involuntarily converted by a government agency through a condemnation or a negotiated sale under the threat of condemnation and the taxpayer has a gain resulting from the involuntary conversion, the tax payer may elect to postpone recognition of the gain by buying a qualified replacement property within a specified time period.

Click Here for Section 1033 Q&A


Reg D (Private Placements)


An investment which allows a company to issue securities without registering them with the SEC, (Securities & Exchange Commission) as long as the business complies with all the requirements of the regulation.

Key aspect: the offering must be private, meaning that the issued securities cannot be offered to the general public. There is no advertising or marketing of the debt or equity securities.

The individuals who are approached as prospective investors can be residents of any country in or outside the U.S who meet all the certain financial qualifications.


The L Bond:

L Bonds are fixed income alternative investment vehicle that attempts to provide a higher yield for a lender in exchange for bearing the risk that an insurance policy premium or benefits may not be paid. Life insurance companies buy life policies back from policy holders who need cash now. These bonds may offer higher returns than publicly-traded, fixed-income offerings.* Companies are offering bonds and preferred stocks to investors who are seeking higher yields than can be found in the traditional marketplace.


Characteristics & Benefits

  • Minimum investment of $25.000
  • Variety of maturity terms and interest rates
  • Monthly payments
  • A diversifier within an investment portfolio; not correlated with mainstream asset classes


Opportunity Zone

The Opportunity Zones incentive is a new economic development tool established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage long-term investments in low-income urban and rural communities nationwide. They are designed to spur economic development and job creation in distressed communities.

Learn more on Opportunity Zones



Preferred Stock

Preferred stock is a form of stock which may have any combination of features not possessed by common stock including properties of both an equity and a debt instrument and is generally considered a hybrid instrument.

Preferred stockholders have a greater claim to a company's assets and earnings. This is true during the company's good times when the company has excess cash and decides to distribute money to investors through dividends. The dividends for this type of stock are usually higher than those issued for common stock. Preferred stock also gets priority over common stock, so if a company misses a dividend payment, it must first pay any arrears to preferred shareholders before paying out common shareholders.

  • Preferred stocks typically pay out fixed dividends, or distributions of company profits, on a regular schedule.

  • Preferred stocks may respond to changes in interest rates.

  • Like bonds, preferred stocks have a “par value” that they can be redeemed at, typically $25 per share. And both can be repurchased, or “called,” by the issuer after a certain period, often five years.

Click here to view offer


Preferred vs. Common Stock:

Both types of stock represent a piece of ownership in a company, and both are tools investors can use to try to profit from the future successes of the business.

  • The main difference between preferred and common stock is that preferred stock gives no voting rights to shareholders while common stock does.

  • Preferred shareholders have priority over a company's income, meaning they are paid dividends before common shareholders.

  • Common stockholders are last in line when it comes to company assets, which means they will be paid out after creditors, bondholders, and preferred shareholders.