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Alternative Wealth Management
Private Offerings Access
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Terms and Condtions

Access is Available Only for Accredited Investors and Professional Service Providers

Through registration for this website you are verifying that you are either an Accredited Investor or Professional Service Provider.

A Professional Service Provider is defined as a Registered Investment Advisor (RIA), Investment Advisor Representative (IAR), Certified Public Accountant (CPA), Enrolled Agent (EA) or Commercial Real Estate Broker.

To be an accredited investor, a person must have an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year. An individual must have earned income above the thresholds either alone or with a spouse over the last two years. The income test cannot be satisfied by showing one year of an individual's income and the next two years of joint income with a spouse.

A person is also considered an accredited investor if they have a net worth exceeding $1 million, either individually or jointly with their spouse. The SEC also considers a person to be an accredited investor if they are a general partner, executive officer, or director for the company that is issuing the unregistered securities.

An entity is considered an accredited investor if it is a private business development company or an organization with assets exceeding $5 million. Also, if an entity consists of equity owners who are accredited investors, the entity itself is an accredited investor. However, an organization cannot be formed with a sole purpose of purchasing specific securities. If a person can demonstrate sufficient education or job experience showing their professional knowledge of unregistered securities, they too can qualify to be considered an accredited investor.

Information contained in this website is for informational purposes only.  It does not constitute a recommendation to buy any security.  Patrick Capital Markets may or may not have completed its due diligence on the offerings listed and we may decline to participate in certain offerings presented in this website or determine that one or more of the offerings are not suitable for certain investors.  Website registrants are cautioned that information contained herein is subject to change and availability of the offerings is not guaranteed.

Selected Risk Factors

  • No public market;  illiquid investment;  uncertain time horizon; limited transferability; investment involves substantial risk and investors should be willing to lose entire investment;

  • Tax code is complex;  tax laws subject to change which may reduce or eliminate tax benefits associated with the investment;

  • Limited operating history of Trust;  no assurance of when distributions may be made or that any targeted return will be achieved or maintained;  disposition of property may not be sufficient to repay debt on property (if any) and/or may not be at the projected price target;

  • High fees associated with most DST/1031 investments;

  • Reliance on manager (managing trustee), Master Tenant (in most cases) to operate, manage, lease and maintain the property;

  • Conflicts of interest generally exist among the Trust, Sponsor, Signatory Trustee and their affiliates;

  • General real estate risk including higher than expected vacancy rates or operating expenses, insurance coverage may not be adequate, tenant risk, environmental risks;

  • Tax regulations are complex;  there are tax consequences related to investing in the offerings presented herein.  Investors are urged to consult trusted legal and tax advisors for assistance;

  • To the extent that projected cash flows and returns are provided for specific properties or a group of properties, such figures are not guaranteed; they are based entirely on estimates and financial models that may later prove to be inaccurate.

Each offering may have specific risks related to the property or group of properties.

Refer to the Private Placement Memorandum for full discussion of Risk Factors.

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