About John Berlet

Texas-based advisor and real estate syndicator, John Berlet, focuses on providing solutions for individuals, families, business owners, and accredited investors. John is well-known in both the real estate and retirement income industries and is recognized for his depth of knowledge and expertise in helping his clients achieve financial longevity. For over 40 years, John has assisted clients and investors in protecting their assets and income. He wants his clients to avoid common mistakes and unnecessary risks to get the most from every hard-earned dollar.

What are 1031 Exchanges and Qualified Opportunity Zones, and how do they differ?

By John Berlet As a seasoned multifamily syndicator, I am sometimes asked whether 1031 exchanges continue to be investors' preferred tax deferral strategy. My answer is it depends. Since becoming involved in Qualified Opportunity Zone programs (QOZs), I have realized that QOZs provide a potentially more attractive alternative to 1031 exchanges. Both QOZs and 1031s [...]

By |2022-09-26T02:54:35+00:00July 1st, 2022|Investing|

You might be an “accredited” investor, and that’s a GOOD thing.

By John Berlet It may not seem fair, but not everyone is allowed to make any investment they want. Exotic "alternative" investments, such as start-up companies and hedge funds, are exempt from many rules and regulations protecting ordinary investors. In 2020, The Securities and Exchange Commission (SEC) updated qualification standards in Rules 506(b) and 506(c) [...]

By |2022-09-26T02:55:47+00:00June 23rd, 2022|Investing, Money News|
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