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|

John Berlet, Tandem Trust Financial

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 Berlet [...]

By |2022-07-11T16:34:11+00:00June 15th, 2022|Safe Money Trends Certified Contributors|

Teresa Kuhn: Investors can benefit from using a “dual-asset” approach to wealth-building

by Teresa Kuhn, JD. RFC Living Wealthy Financial   In its simplest form, the Dual Asset Strategy (DAS) is a way to describe the process of using value inside a specially-engineered whole life policy to invest in real estate or other cash-flowing businesses.  First articulated by veteran real estate educators and investors Jake and Gino [...]

By |2022-10-23T18:17:10+00:00May 20th, 2022|Leave a legacy, Lifestyle, Protect your wealth|
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