David Weinstock

“Accredited Investor” vs. “Sophisticated Investor”

What does it mean to be an “Accredited Investor” vs. a “Sophisticated Investor” and why are some offerings subject to being one or the other to participate?  From a high level perspective… When we look to raise capital from investors, these activities will fall under the oversight of the United States Securities and Exchange Commission

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1031 Exchange

1031 exchanges can be a useful tool for real estate investors because they allow the investor to defer paying capital gains tax on the sale of a property and potentially reinvest the proceeds into a more valuable or income-generating property. It’s important to note that there are strict rules and deadlines that must be followed in

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