|
We provide numerous educational resources to our clients, including articles, seminars, webinars, and recommended reading on TICs, 1031 Exchanges, Demographic Investing, and other related topics. Educated investors make educated investment decisions!
Together, we’ll explore a client’s investment horizon and risk profile. Then, we review our client’s investment history to gauge their particular property preferences. Understanding this information will help guide us and the client through appropriate asset class selection and geographic diversification – the two keys to building a successful investment property portfolio!
We have the distinct advantage of representing every TIC deal in the market at any given time. Each property is examined and its third-party reports analyzed to give our clients the most detailed property review process in the industry. In addition, we send out a weekly property menu to our clients that includes a thumbnail of all the new and existing TIC properties available. We hold weekly webinars to review the newer and more attractive offerings in more detail. Finally, we grant each of our clients the ability to tour a prospective property free of charge, regardless of its geographic location.*
We’re happy to work our client’s existing attorney, accountant, or qualified intermediary. In the event your do not have professional representation in place, we are able to recommend any one of a number of trusted professionals in these areas of practice with which we have an established relationship.
Trade Up 1031 works closely with our clients, their attorney, their qualified intermediary, and the property sponsor(s) to assure all necessary documents are executed in time for closing.
We closely monitor each of the properties in which our clients are invested so as to proactively provide the necessary property updates our clients demand. We’ll work hand-in-hand with your accountant to assure all the appropriate year-end tax reporting is received in good order well in advance of April 15th.
AND
Though often overlooked, you must find out how your advisor gets paid AND what kind of access they have to investment properties. Trade Up 1031 gets paid by each property sponsor at the exact same rate. This is to our client's advantage in two ways. 1) Because we get paid by each sponsor, our clients don't pay a nickel to utilize our services, 2) Because each property sponsor pays us at the same rate, we are completely objective in our recommendations. It is not to our advantage (nor the client's) to recommend a specific sponsor's offering over another. Moreover, we have access to EVERY TIC DEAL on the market. Most advisors have selling agreements with only a handful of property sponsors and are thereby limited to offering a select number of properties to their clients. Trade Up 1031 has selling agreements with every TIC property sponsor - over 60 of them! This allows for total objectivity when it comes to making investment recommendations to our clients.
*Due diligence property tours are available at the property sponsors discretion. Expenses for airfare, lodging, and meals are borne by the property sponsor and Trade Up 1031.
|
