Our Insights

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How Prop 13 Changes will Hurt Investors

Prop 13 was born out of good intention: to keep aging Californians from losing the family home to tax payments they could no longer afford simply because their property values were escalating at an impossible pace in the 1960s and 1970s. The problem is that lawmakers back in the day tossed every piece of California property into the same bucket.

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10 Reasons for Brokers to Consider DSTs

Real estate brokers who regularly work with clients to execute 1031 like-kind exchanges need to consider how they and their clients would benefit from DSTs. Income Property Advisors (IPA) is the industry leader in offering real estate replacement properties, typically through a Delaware Statutory Trust (DST), for Section 1031 exchange transactions in California and all across the nation.

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Accredited Investor

An accredited investor is an individual with a net worth, or joint net worth with their spouse that exceeds $1 million at the time of the purchase; or an individual with income exceeding $200,000 in the last two years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same in the current year; or a trust with assets in excess of $5 million, not formed to acquire the securities offered, whose purchases a sophisticated person makes.

FINRA Rule 2210(d)(6)(B)

Any advertisement or sales literature that includes a testimonial concerning the investment advice or investment performance of a firm or its products to prominently disclose the fact that: (i) the testimonial may not be representative of the experience of other customers; (ii) the testimonial is no guarantee of future performance or success; and (iii) if more than a nominal sum is paid, it is a paid testimonial. FINRA Rule 2210(d)(6)(B) carries forward these disclosure requirements for retail communications and correspondence, and requires disclosure regarding payment if more than $100 in value (rather than a “nominal sum”) is paid for the testimonial.