Deferring The Gains Tax

WHAT TO DO ?

If you own or inherit 2nd home or resort or investment properties..???

Don’t want to continue with ownership or the headaches of managing?
Need to avoid those heavy taxable gains?
This is how it’s done..!!
In this instance:
The heirs (2 sons) of their parent’s properties after their death, inherited properties in various areas of the Sunshine State of Florida. You see the parents had 2nd homes, or resort homes, as vacation rental properties for additional investment income.

The sons had different lifestyles in different parts of the country. Neither one particularly wanted to live or continue the ownership, management or leasing of these properties.

What to do? They decided to sell the properties but found out they would be hit with both inheritance tax and capital gains as well. How to avoid this ‘double taxation’?

Due to the fact that these were investment income producing properties, the heirs found
these properties qualified for a 1031 tax deferred exchange. However, they didn’t want
to trade for real estate they would have to manage and lease themselves.

Working with an advisor, they were informed of the private placement securities market that would offer them alternative investment solutions in various real estate portfolio
products qualifying for real estate tax deferred exchange transactions.

They chose to purchase various DST (Delaware Statutory Trust) products that were investments in an apartment portfolio, a retail shopping center and an office building.
This diversified their portfolio while offering them the alternative real estate products
to tax defer the gains from the sale of the investment homes.

You see, these new DST portfolio products offered them securitized real estate investment properties that were due diligence complete, had non-recourse financing and management in place, while offering the investor both appreciation and depreciation and shared proceeds of sale at time of disposition. Regular monthly income checks provided them each additional passive income without the ‘headaches’.

So now the brothers who inherited their parent’s properties are the proud owners of an apartment complex, retail center, and office building, with regular income checks
on their investment. They have no management responsibilities or worries about the
tenants’ calling them with problems. They are now ‘no hassle’ property owners,
receiving regular monthly checks, and smiling all the way to the bank deposit window.
So, if this is your investment dilemma, — this is how it is done!

Norma Nisbet
Registered Representative
314.843.6048

[email protected]

All information provided is for educational purposes only. The material contained herein does not
constitute an offer to sell and is not an offer to buy real estate or securities. Some investments are not
suitable for some investors and some investments are only available to accredited investors. Such offers are
made only by a sponsor’s memorandum.

There are material risks associated with the ownership of real estate, including but not limited to, tenant
vacancies, loss of entire principal amount invested, and that potential cash flows, returns, and appreciation
are not guaranteed. Past pricing structures may not be indicative of future pricing and may not result in
positive returns.

Securities offered through Great Point Capital (GPC) LLC.
200 W. Jackson, Ste. 1000, Chicago, Il 60606. Member FINRA/SIPC.

Norma Nisbet is a registered representative with GPC LLC.
Vista Properties and Investments LLC is independent of GPC LLC.

  
Investment Solutions

“Traditionally there have been 3 classes of assets one could hold… stocks, bonds and cash. “Today, with the prevalence of new real estate investment alternatives, real estate is often considered the ‘fourth asset class of an investment portfolio’. Real estate may have different forms of ownership and investment product types."

Securities offered through Great Point Capital, LLC (GPC) (member FINRA/SIPC). Norma Nisbet is an independent Registered Representative of Great Point Capital, LLC. Vista Properties and Investments LLC is independent of Great Point Capital LLC. Vista Properties and Investments LLC is not an affiliate company of Great Point Capital, LLC *Vista Properties and Investments LLC , and Great Point Capital, LLC do not provide legal or tax advice. Investing has risks; performance is not guaranteed. No offer to buy or sell securities is being made. Such offers may only be to qualified accredited investors via private placement memorandum. Neither GPC nor Vista Properties and Investments LLC are tax advisors. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Investments are not guaranteed or FDIC insured and risks may include but are not limited to complete loss of principal investment. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before investment. Changes in the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor's interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss. NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by Vista Properties and Investments LLC or, Great Point Capital, LLC, or any affiliate, or partner of (“Great Point Capital”). Vista Properties and Investments LLC does not warrant the accuracy or completeness of the information contained herein. FINRA Broker Check: Check the background of this investment professional on FINRA BrokerCheck.

Securities offered through Great Point Capital, LLC, member FINRA/SIPC. Advisory services are offered through Great Point Advisors, LLC, an SEC registered investment advisor.
Norma Nisbet is aRegistered Representative with GPC LLC. 200 W. Jackson, Ste.1000, Chicago, Il 60606. Vista Properties and Investments LLC is independent of GPC LLC.

‘MAKING YOUR INVESTMENTS WORK FOR YOU’