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Alternative Assets Investing: Insights from ADISA 2023
Jun 26, 2023RealSource's Joe Hart attended the ADISA conference and shares insights into the current investing conditions/opportunities, what we can expect for M&A going forward, alternative asset investing and more.
Sailing Through the Choppy Waters of Capital Raising
Mar 27, 2023Joe Hart, Director of Capital Markets at RealSource, shared his insights with Connect Money’s, Joe Palmisano, and industry experts from Inland Securities, and NexPoint, to discuss the current capital raise environment for the remainder of 2023, and the unique challenges that may lie ahead. Video ...
What Has Your Investment Strategy Been During This Market Reversal And How Are You Positioning Your Clients Over The Long-term?
Feb 06, 2023RealSource’s Joe Hart, Director of Capital Markets was recently interviewed at the annual ADISA Conference, a leading trade association for #AltInvestment professionals. In this video segment, Joe is asked about his company’s strategy to navigate the market reversal. Video Box Title Description. ...
What Are Your Thoughts On Current Market Policy?
Feb 06, 2023RealSource’s Joe Hart, Director of Capital Markets was recently interviewed at the annual ADISA Conference, a leading trade association for #AltInvestment professionals. In this video segment, Joe is asked what his thoughts are regarding the current monetary policy and possible implications for a ...
Given Current Market Conditions, What Are Smart Investors Doing?
Feb 06, 2023RealSource’s Joe Hart, Director of Capital Markets was recently interviewed with other industry professionals at the annual ADISA Conference, a leading trade association for #AltInvestment professionals. In this video segment, Joe is asked his opinion on what smart investors should be doing in this ...
Potentially a Prime Time to Capitalize On Multifamily Real Estate
Jan 09, 2023As featured in the WMRE 2023 Outlook We see opportunities to purchase multifamily at a discount in 2023. RealSource evaluates and concentrates on housing conditions in its top 20 target MSAs to acquire multifamily assets and is optimistic there are still accretive opportunities in the marketplace. ...
Building a Better CRE Investment Portfolio
Oct 04, 2022When Israeli-born, Princeton University professor, Dr. Daniel Kahneman was awarded the Nobel Memorial Prize in Economic Sciences in 2002, it set the field abuzz. Kahneman was not an economist, but an academic, working in the field of psychology, studying human behavior in his lab, with research ...
What We’ve Learned from 20 Years of Multifamily Investments
Aug 18, 2022This article is intended for educational purposes only; there is no guarantee that any investment strategy or any investment programs will be successful. See our full disclosure below. As investment regulations in the Commercial Real Estate space have changed dramatically over the last ten years, ...
The Resurgence of Non-Traded REITs
Aug 11, 2022Non-traded REITs (NTRs) are back—the once beleaguered sector of Private Real Estate has returned to prominence. Investment advisors are now noticing new design features which have possibly overcome once top-of-mind objections. Non-traded REITs were introduced in the 1990s as an alternative ...
Seeking Better Balance for Your “Balanced” Portfolio? How Multifamily Real Estate May Help.
Jul 27, 2022Investment advisors are turning to alternative investments to attempt to help stabilize and better balance client portfolios. If stock and bond market performance in the first quarter of 2022 is any measure, advisors might be prudent to make allocation changes sooner rather than later. Here are ...
The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.
Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.
Real Estate Risk Disclosure:
• There is no guarantee that any strategy will be successful or achieve investment objectives including, among other things, profits, distributions, tax benefits, exit strategy, etc.;
• 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 – These assets 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
• Stated tax benefits – Any stated tax benefits are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.
BrokerCheck Information:
• Check the background of this firm on FINRA's BrokerCheck.
• Check the background of this investment professional on FINRA's BrokerCheck.
The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.
Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.
Real Estate Risk Disclosure | 1031 Risk Disclosure
• There is no guarantee that any strategy will be successful or achieve investment objectives including, among other things, profits, distributions, tax benefits, exit strategy, etc.;
• 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 – These assets are commonly offered through private placement offerings and are illiquid securities. 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
• Stated tax benefits – Any stated tax benefits are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.
BrokerCheck Information:
• Check the background of this firm on FINRA's BrokerCheck.
• Check the background of this investment professional on FINRA's BrokerCheck.