Author: bryan kring

Whitehall-Parker
117 Paul Drive, Suite B
San Rafael, CA 94903

(415) 421-5935 (Telephone)
(415) 421-4613 (FAX)

dpisenti@whitehall-parker.com

Securities and advisory services offered through Emerson Equity LLC Member: FINRA/SIPC and a registered investment adviser. Only available in states where Emerson Equity LLC is registered or operating pursuant to exemption from registration. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

Learn more about your broker at BrokerCheck.

This material does not constitute an offer to buy, nor a solicitation to sell securities. Such offers can be made only by a confidential Private Placement Memorandum (the ‘Memorandum’). All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Any information provided is for informational purposes only. All offerings are subject to availability. There can be no assurance that any offering shown will be available for investment. Please be aware that this material cannot and does not replace the Memorandum and is qualified in its entirety by the Memorandum. This material is not intended as tax or legal advice, so please do speak with your attorney and CPA prior to considering an investment and any potential tax benefits associated with that investment. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. This material contains information that has been obtained from sources believed to be reliable. However, Whitehall-Parker and its representatives do not guarantee the accuracy and validity of the information herein.

All photos are representative of the types of properties that Whitehall-Parker has worked with in the past. Investors will not be purchasing an interest in any of the properties depicted, unless otherwise noted. IRC Section 1031, IRC Section 1033, and IRC Section 721 are complex tax codes; therefore, you should consult your tax and legal professional for details regarding your situation. Securities offered by registered representatives of Whitehall-Parker (securities through Emerson Equity LLC/Member FINRA/SIPC) are separate entities. All properties shown are Regulation D Rule 506 offerings (i.e. offerings exempt from registration with the Securities and Exchange Commission) offered through a private placement memorandum(“PPM”) and available to accredited investors only (generally defined as having a net worth of greater than 1 million dollars exclusive of personal residence and/or an entity owned entirely of accredited individuals or having gross assets of over 5 million dollars). Whitehall-Parker can help you determine whether you and your investing entity are considered accredited prior to considering an investment. All real estate and DST properties contain risk. Please read the full private placement memorandum for a discussion of each property’s business plan and risk factors. There are no guarantees for projected cash flow and/or appreciation. Please do not invest in real estate or DST properties, if you cannot afford to lose your entire investment principal.

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 requirement as mutual funds, often charge high fees with 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.

Investors should perform their own investigations before considering any investment. There are material risks associated with investing in real estate, Delaware Statutory Trust (DST) properties, and real estate securities:

Uncertain outcomes – There is no guarantee that any strategy will be successful or achieve investment objectives;
Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
Potential for foreclosure – All financed real estate investments have potential for foreclosure;
Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits