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Simplified Ownership

Our professional sponsors offer passive real estate investments for those seeking to retire from the three T's

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Tenants, Toilets & Trash!

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Key in the Lock

Turn-Key Offerings

Passive fractional ownership provides investors the ability to enter programs with lower minimums.

 

This may allow for greater diversification by property type, geography and tenant.

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Custom Portfolios

Portfolios are constructed through market research and due diligence. 

We seek to acquire reasonably priced, high quality properties or value add opportunities; located in the path of economic stability and growth.

Strategies Designed For Each Unique Situation

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With decades of experience in real estate and extensive knowledge on the use of Internal Revenue Code tax programs; we advise clients on efficient transitions of capital and ownership.  Whether it is building components of a diversified portfolio, securing high grade real estate for an IRC Section 1031 exchange or property development within a Qualified Opportunity Zone, no objective is too complex.
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Acquire institutional grade real estate

  • Access institutional grade real estate diversified by properties, tenants, type and geography

  • Transition to turn-key programs that provide passive ownership with the objective of durable income

  • Establish an initial cost basis without recourse to property debt

  • Participate in the development of Qualified Opportunity Zones

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Maximize tax-advantaged solutions

  • Defer taxes on the sale of property that has a low-cost basis with capital gains and depreciation recapture

  • Provide a stepped-up cost basis for beneficiaries to permanently defer capital gains taxes

  • Gain a step-up in cost basis or exclusion of gains from developments within Qualified Opportunity Zones

  • Create a legacy plan for real estate holdings to provide fractional ownership for multiple beneficiaries

  • Replace management intensive properties with passive investments for beneficiaries seeking to shed ownership responsibilities

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Adapt to lifestyle changes

  • Convert real estate portfolios from management intensive to passive investment

  • Provide professional management for beneficiaries of inherited property

  • Segregate appreciated real estate holdings for partnerships, corporations and individuals

1031 Exchange Resource Center

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All securities offered through Patrick Capital Markets, LLC Member FINRA / SIPC.  Investors should review any transaction and the various tax deferred and tax exclusion strategies and structures available with their tax and legal advisors.  Alternative Wealth Management does not provide tax or legal advice to individual investors.

The information provided in this website is for educational purposes only and does not represent an offer to purchase, acquire or engage in any transactions.  Securities discussed above would only be purchased through Private Placement Memorandum.  Securities and strategies discussed herein may be speculative and entail a high degree of risk.  Investments in Private Placements are suitable only for investors who have adequate means of providing for current needs and personal contingencies, can bear the economic risk of the investment, and have no need for liquidity.

The following is a brief overview of some of the risks that Alternative Wealth Management deems appropriate to highlight.  It is not and is not intended to be, a summary of all the risks associated with the strategies and securities discussed herein.

Delaware Statutory Trusts (DSTs) - DSTs are regulation D private placements that offer fractional ownership of real estate.  Investors should understand the risk factors of participating in such investments as outlined in this section in addition to the private placement memorandum; in particular real estate risks, liquidity risk, change of tax status among others.

Real Estate Risks – Real estate risks include those of specific property issues, the economy of the geographic locations, environmental hazards, the risk of loss of tenant and other factors typically associated with a real estate investment.

 

​Change of Tax Status - IRS tax rule changes may alter or eliminate certain benefits related to current strategies.

Performance Expectations – There is no guarantee that the investment and tax strategies discussed will elicit the optimal results.  Each taxpayer is unique.  Past performance or the results of other individuals is never an assurance of future results.

Reduction or Elimination of Cash Flow – Investments in real estate may experience temporary or permanent disruption of cash available for distributions, such as, from a reduction in tenant payments or if the property sustains substantial damage.

 

Potential for Property Value Loss - All real estate investments have the potential to lose value during the life of the investments.

 

Impact of Fees/Expenses – There may be substantial fees paid to Sponsors, affiliates, and others, related to the strategies and securities discussed herein and such fees typically are paid regardless of the performance of the investment or strategy you seek.    Such fees and costs may impact investor returns and may outweigh any anticipated tax benefits.

 

Liquidity Risk – Private Placements are il-liquid with no secondary market.  You should consider these long-term investments regardless of your circumstances.

 

Sponsor Risk – There are substantial conflicts of interest between investors and the self-interest of the Sponsor, Master Tenant, affiliate companies and others who will profit from the private placement for their services regardless of their results.  Their decisions related to the offering and operation of the private placement is critical to the success of the private placement and the return of your investment.  The offering sponsor could take actions that might not be in the best interests of the shareholders of the private placement.  Those types of conflicts of interest could influence the decisions in the management and operation of the private placement that are contrary to the best interests of the Investors.  Investors will have no control over their decisions.

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