Disclosures

This web site is limited to the dissemination of general information and should not be construed as a solicitation or attempt to effect transactions in securities, insurance, real estate or the rendering of personalized investment advice for compensation, over the Internet.  All information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Securities may be offered through MSC-BD, LLC, member of FINRA/SIPC.  Advisory services may be offered by NAMCOA – Naples Asset Management Company, LLC, a registered investment advisor.

All commentaries and educational videos are not intended as investment advice or an investment recommendation.  This site does not intend to make an offering of securities, that may only be done through a Private Placement Memorandum.  Past performance is not a guarantee of future results. Price and yield are subject to daily change and as of the specified date. Information provided is solely for educational purposes and should be construed as a solicitation to buy or sell securities. Information provided has been prepared from sources deemed to be reliable, but is not guaranteed and may not be a complete summary or statement of all available data necessary for making an investment decision.

Private securities offerings may have a long holding period, be illiquid, and contain a high degree of risk. Investors must be able to afford the loss of all of their principal. Illustrative proforma results may significantly differ from actual outcomes. Past performance does not indicate future results. Potential investors should consult with a knowledgeable tax advisor prior making an investment.

Diversification does not assure a profit or guarantee against the potential loss of your investment.

Risks associated with investing in Real Estate include, but are not limited to, the following: cash distributions are not guaranteed; real estate is illiquid; risks associated with owning, managing, operating and leasing commercial real estate property; conflicts of interest among the asset management, the property manager and associates; the possibility that the property may be overleveraged; tax risks; interest rate risks; economic risks; risks of terrorism; environmental risks; liability risks; zoning, city ordinance, and or legal compliance risks; title and escrow risks; flood risks; fire risks; credit risks; and risks of obsolescence.

1031, 1033, and 721 Exchanges: Substantial fees and expenses could be incurred and there are strict timing limitations (for example, if the transaction is not properly constructed and executed in a timely manner, then an investor may lose all tax benefits of such transaction and may also incur taxes associated with depreciation recapture.). 1031 and 1033 exchanges involve exchanging investment real estate for investment real estate, and thus the illiquidity from one transaction to the next remains the same. 721 exchanges involve exchanging real estate for units in an operating partnership generally associated with a Real Estate Investment Trust (REIT). If the operating partnership units are not publicly traded, then the transaction may have resulted in greater diversification, but the same level of illiquidity. If a 721 exchange is not executed properly, it could result in a loss of tax deferral and a recapture of depreciation. Ultimately, 1031, 1033, and 721 exchanges generally involve exchanges into additional investment real estate or operating units that are collateralized by investment real estate and are thus subject to the same risks that apply to real estate.

Risks associated with investing in a Delaware Statutory Trust (DST) or DST private placement transactions include, but are not limited to: the inability of the DST owners to actively manage the property, inability to refinance at the end of a loan term without the use of a separate, springing LLC, and the risk of not meeting requirements for 1031 or 1033 exchange tax treatment. Additionally, DST private placements are ultimately collateralized by real estate and are subject to the same risks that apply to real estate.

Risks associated with investing in a Tenant-in-Common (TIC) or TIC private placement transactions include but, are not limited to: the inability of the DST owners to actively manage the property, potential difficulties with refinancing at the end of a loan term without the use of a separate, springing LLC, and the risk of not meeting requirements for 1031 or 1033 exchange tax treatment. Additionally, TIC private placements are ultimately collateralized by real estate and are subject to the same risks that apply to real estate.Risks associated with investing in Non-Traded Real Estate Investment Trusts (REITs) and Real Estate Funds include, but are not limited to: the inability of the REIT shareholders to actively manage the properties in the REIT, illiquidity until an exit or public event (which may not happen and is not guaranteed), risks associated with management and investment banking execution, etc. Additionally, non-traded REITs are ultimately collateralized by real estate and are subject to the same risks that apply to real estate.

Alternative investments and private offerings involve a high degree of risk, can be highly speculative, and may result in the loss of principal invested and are not suitable for all investors.

Please consult with your attorney or tax advisor prior to investing.

Insurance Products: To conduct business in any State, an Insurance Agent will need a license issued by that State’s Department of Insurance.  Each State’s agency takes agents applications, certifies courses, handles renewals and makes license information available to the public. State laws set out the requirements for insurance licensing, which varies according to the type of insurance license.   Insurance contracts and income choices will vary greatly among each insurance company. Insurers and their representatives are not permitted by law to offer legal or tax advice. Based upon individuals’ particular circumstances and objectives, they should seek specific advice from their own qualified and duly licensed independent tax or legal advisors.

Rates are based on current interest rates and are subject to change at any time. Some first year yields/rates reflect the fixed rate plus a premium bonus or interest rate enhancement. Not all annuities are available in all states. Surrender charges may apply to withdrawals during the surrender period. A 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer.  Annuities are not guaranteed by any bank or credit union and are not insured by the FDIC or any other federal government agency. Information presented on this website is not intended as tax or legal advice. You are encouraged to seek tax or legal advice from a qualified professional.

For more information. please contact us.

Securities offered through MSC-BD, LLC Member of FINRA/SIPC

 

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