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🔔1031 Exchange Seminar 🔔 Want to learn how real estate agents can profit from 1031 Exchanges? Curious about the creative strategies that can maximize your clients' investments? Join us for an insightful seminar presented by Michael Willoughby, Division Manager at Asset Preservation, Inc., as he explains multiple topics about 1031 Exchanges! 🔑RSVP TODAY: Email Julie at julie@solorzanojohnsonlaw.com to reserve your spot! Don't miss out on this chance to enhance your business and knowledge. See you there! #1031Exchange #RealEstateAgents #CreativeStrategies #InvestmentTips #SolorzanoJohnsonLaw #MichaelWilloughby #AssetPreservation #TaxBenefits #RealEstateSeminar #InvestmentOpportunities

The fixed income market is more nuanced than many investors appreciate. Find out where we see opportunities in this short video with Craig Manchuck, portfolio manager for our Strategic Income strategy. https://hubs.la/Q02PpcKf0 #highyield #investmentgrade #fixedincome #investing #yield

Living the Lifestyle You Want and Leaving a Financial Legacy At 1102 Partners, LLC we work with a select group of High Net Worth (HNW) clients seeking a family office level of service. Whether retired or unretired, nearly all want us to help them live life fully while ultimately leaving a financial legacy. We embrace the challenge of building a portfolio designed with the goal of producing a growing income stream while allowing for potential principal growth. With that in mind we have developed a Quality Dividend Growth portfolio as the core equity strategy for many clients. This strategy is designed to invest globally in a diversified portfolio of high-quality companies, with the expectation that in aggregate they may experience above-average growth in both earnings and dividends. While not guaranteed, the goal is to attach our clients to a dividend stream that is likely to grow faster than inflation over the long term. In combination with other equity, fixed income, and potentially alternative investments in line with the investor’s risk appetite, the overall mix has the potential to grow both principal and income at attractive rates. In addition, using individual stocks has allowed us to harvest tax losses when the opportunity arises, which can offset gains in other stocks or other parts of the client’s overall portfolio. It has also enabled us to customize the core portfolio to take into account industry concentrations that a client may have built in prior years. For more information about 1102 Partners’ Quality Dividend Growth Strategy and important disclosures, please visit www.1102partners.com and review our Form ADV Part 2A available upon request.  Or contact us at info@1102partners.com.

Learn from the best Julie Baird on how to build your wealth in real estate!!

How will you look back on 2025? Will it be the year you finally put your lazy equity to work for you..? Whether it's funding your next investment property, growing your portfolio with ETFs, or setting up financial buffers, the steps you take today will define your tomorrow. Make your equity work as hard as you do - because true wealth doesn’t build itself. #WealthBuilding #PropertyInvestment #AustralianExpats #LazyEquity #BuyersAgents #RealEstate #Property

In this video, I share our recent experience with a delayed closing due to changing debt conditions. Learn how this delay became an opportunity to re-evaluate our pro forma and take advantage of market shifts. To stay up to date with Lone Star Capital's latest investment opportunities, newsletters, and more, sign-up for our investor list at the link below. #realestateinvesting #lonestarcapital

"A wide network of high-quality GP relationships generated through an experienced and robust primary investment effort, and complimented by strategies including secondaries and private credit, can give co-investment managers on an integrated platform an advantage when it comes to accessing the best deal opportunities." Click here to read Adams Street Partners's article "Integrated Platforms Can Provide Valuable Insights for Co-Investments" - https://ow.ly/U7ju50RneYB

🦃🍁 This Thanksgiving, we're grateful for the opportunity to invest, grow, and build legacies with all of you. 🏡💼 Whether you're just starting or scaling up, we appreciate the trust you’ve placed in us. Here’s to continued success and prosperity! 🙏 If you’re looking to diversify your portfolio with tax-advantaged, passive real estate investments, The Diversified Real Estate Fund II might be the perfect opportunity. 📩 Message us today to learn more about securing your financial future! #JKAMInvestments #AlternativeInvestments #PassiveIncome #RealEstateFund

If you “roll equity” into the private equity roll-up that acquired your business, how should you analyze it? Down in Puerto Rico, Paul Giannamore and I discuss the changing dynamics of private equity over the past 10 years and the impact on rolling equity today. Regardless of the broader private equity backdrop, each decision to roll equity is different depending on the private equity advisor, stage of the private equity fund, phase of the roll-up and many other factors, including personal. The effective tax rate of rolled equity can be reduced with tax aware investment strategies. Full video: https://lnkd.in/g7-iifrC Private Equity Series: https://lnkd.in/gJYjktSQ Dylan Seals

Ready to take control of your financial future? At Wealth Portfolio Managers, we offer personalized strategies that align with your goals. Start building your wealth today and make informed, smart investment choices. 🌱💼 📞 Contact Us: Phone: +27 21 300 1929 Website: https://lnkd.in/d4mfebtC  . . . . #WealthManagement #InvestingInSA #SmartInvesting #FinancialSecurity #SouthAfricaInvesting #PortfolioGrowth #InvestmentSuccess #FinancialPlanning #SAInvestors #InvestmentStrategies #WealthBuilding #LongTermWealth #FinancialAdvisor #SAWealth #MoneyManagement #FinanceGoals #InvestSmart #PersonalizedInvesting #FinancialFreedom #WealthCreation #InvestingTips