Joint Venture Properties
High-end development opportunity in northern california
NORTHERN CALIFORNIA
High-end Development Opportunity
Asking Price - $22M Cash. Seller spent $520,000 in 2016 on my entitlement application (Seller has all receipts to civil engineers, architects, consultants, city app fees, and taxes . In late 2015 Seller paid for BPO with comps and analysis that determined value to be "as is where is" value of $12.0M and an entitled value of approx $20M.
Today we have many comps in the highlands and surrounding area that confirm this value .
High-end Development Opportunity
Asking Price - $22M Cash. Seller spent $520,000 in 2016 on my entitlement application (Seller has all receipts to civil engineers, architects, consultants, city app fees, and taxes . In late 2015 Seller paid for BPO with comps and analysis that determined value to be "as is where is" value of $12.0M and an entitled value of approx $20M.
Today we have many comps in the highlands and surrounding area that confirm this value .
Assisted living DST facilities fund
Secured by operator-owned approx. 20 Facilities - with approx. 7% return paid Quarterly - 5-7 year term - 100% ownership of partnership interest & 100% of depreciation & 100% of appreciation to investor. Secured by owner of 20 facilities. Minimum $50k Investment or more.
9% preferential return on Senior Multifamily Texas Development plus potential to double investment approx. 2-2.5 years. - Approx. $500,000 remaining investment
9% preferential return on Senior Multifamily Texas Development plus potential to double investment approx. 2-2.5 years. - Approx. $500,000 remaining investment
Class A Retail center investment opportunity
Non-leveraged low risk profile structure. Projected total return of 51.8%. Total Project timeline is estimated at 24 Months.
Minimum investment amount is $55K.
Minimum investment amount is $55K.
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Alternative Investments/DST Investments
Delaware Statutory Trust (DST)
DST is a real estate investment vehicle that provides individuals access to commercial investment properties that can be significantly larger than what they could acquire on their own. These properties are often the same type and quality as those owned by institutional investors such as pension funds, insurance companies, or REITs.
DSTs provide 1031 exchange-eligibility for individual investors both upfront and upon exit, a benefit typically not available to other co-ownership structures. DSTs can also provide tax-advantaged monthly income, which may be fully sheltered from income tax liability.
DTSs are professionally managed passive investments hat cover a wide range of property types. including:
-Multi-Family apartment complexes
-Industrial buildings
-Self-Storage facilities
-Medical office and similar types of commercial real estate
The pre-packaged nature of DSTs, combined with accessible minimum investment amounts, allows investors to create customized and diversified portfolios that can help them better manage their investment risk by alleviating ongoing landlord duties, providing recurring monthly income potential, and offering significant tax advantages.
DST is a real estate investment vehicle that provides individuals access to commercial investment properties that can be significantly larger than what they could acquire on their own. These properties are often the same type and quality as those owned by institutional investors such as pension funds, insurance companies, or REITs.
DSTs provide 1031 exchange-eligibility for individual investors both upfront and upon exit, a benefit typically not available to other co-ownership structures. DSTs can also provide tax-advantaged monthly income, which may be fully sheltered from income tax liability.
DTSs are professionally managed passive investments hat cover a wide range of property types. including:
-Multi-Family apartment complexes
-Industrial buildings
-Self-Storage facilities
-Medical office and similar types of commercial real estate
The pre-packaged nature of DSTs, combined with accessible minimum investment amounts, allows investors to create customized and diversified portfolios that can help them better manage their investment risk by alleviating ongoing landlord duties, providing recurring monthly income potential, and offering significant tax advantages.
Deferred Sales Trust (DST)
If you own a business or real estate with a large amount of gain and are not selling your property because of capital gain taxes , or can't find suitable, qualified property exchanges, then you may want to consider a Deferred Sales Trust (DST).
The DST utilize a legal and established method to allow the seller of the property to defer capital gain taxes due at the time of sale over a period of time that is selected by the Seller/Taxpayer in advance.
The Deferred Sales Trust can be used with any kind of entity, e.g. LLCs, S or C election corporations, as well as individuals who own real estate, rental properties, vacation homes, commercial properties, hotels, land, industrial complexes, retail developments, and raw land, to name a few.
Over the long run, Deferred Sales Trust has the ability to generate substantially more wealth than a direct and taxed sale. Consult your tax advisor to ascertain the potential benefits of this option.
Deferred Sales Trust Benefits:
-Tax Deferral
-Estate Tax Benefits
-Maintains family wealth
-Estate Liquidity
-Retirement Income
-probate Avoidance
-Eliminates Risks Associated with Ownership
-Does Not compete with Charitable Remainder Trust
-Portfolio diversification
If you own a business or real estate with a large amount of gain and are not selling your property because of capital gain taxes , or can't find suitable, qualified property exchanges, then you may want to consider a Deferred Sales Trust (DST).
The DST utilize a legal and established method to allow the seller of the property to defer capital gain taxes due at the time of sale over a period of time that is selected by the Seller/Taxpayer in advance.
The Deferred Sales Trust can be used with any kind of entity, e.g. LLCs, S or C election corporations, as well as individuals who own real estate, rental properties, vacation homes, commercial properties, hotels, land, industrial complexes, retail developments, and raw land, to name a few.
Over the long run, Deferred Sales Trust has the ability to generate substantially more wealth than a direct and taxed sale. Consult your tax advisor to ascertain the potential benefits of this option.
Deferred Sales Trust Benefits:
-Tax Deferral
-Estate Tax Benefits
-Maintains family wealth
-Estate Liquidity
-Retirement Income
-probate Avoidance
-Eliminates Risks Associated with Ownership
-Does Not compete with Charitable Remainder Trust
-Portfolio diversification
lakeland, fl dst 55+ manufactured housing community
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Offering Size: $44,850,000
Min Investment: $50,000 Leverage: 41.33% # of Home Sites: 350 Built: 1987 Hold Period: 7-10 yrs Targeted 1 year Return 5.00% |
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phoenix, az DST Single Family Rental Community
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Offering Size: $31,807,912
Min Investement: $100,000 Class A Single Family Rental Community Leverage 55.19% # of Homes 220 Year Built: 2020 Hold Period: 7-10 years Targeted 1 year Return 3.90% |
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4570 Campus Dr. Newport Beach, CA 92660
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