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We specialize in high-level investment and financial planning concepts that most other advisors do not, and most clients are unaware of.
These are the types of strategies that most investor hear about, but either lack the motivation or access to actually implement them. They are designed to maximize income and return and minimize tax exposure and risk. Our clients have already done a great job, we just intend to help them maximize what they have and take advantage of strategies they may not be aware of.
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A 1031 exchange is the process of selling an investment property and reinvesting the proceeds into another one. If done properly the capital gains tax can be deferred and potentially eliminated over time. Historically, this is a technique only the very wealthy would employ, but we aim to provide our clients with a turn-key solution that streamlines the process, removes the exchange risk and provides access to institutional real estate traditionally unavailable to individual investors.
We accomplish this through specific ownership structures called DSTs and Opportunity Zones that for most investors are far superior options. Furthermore, our clients are not getting this advice from their real estate broker. Most of these professionals have never heard of these options, nor do they possess the necessary licenses to work with them. If you have highly appreciated real estate, want more tax benefits and are fed up with the hassles of management this could be a very valuable tool.
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We understand that taxes are a given but that does not mean our clients and their families should pay more than they have to. Creating wealth is not a trivial accomplishment and giving it to the government is something we want to avoid whenever possible. Estate Planning is the process of planning for the future now so future generations can retain as much wealth as possible. Many compelling techniques exist that aim to accomplish this very effectively for the right clients and we intend to utilize them.
Keep your money in the family and discover if you are eligible for these powerful tax strategies.
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Most savvy investors have a balanced mix of different assets in the form of marketable securities, real estate and cash. However, there is another asset class that is often overlooked that we believe is a vital component to any investment portfolio: Alternative Investments.
These are investments that are historically uncorrelated to the economy and stock market, therefore providing an extra layer of diversification in an overall portfolio. We see this as a great opportunity for most of our clients because they typically do not know they exist and are not getting this advice elsewhere. Big investment firms usually do not have a platform to trade them, nor do their advisers have the necessary licenses. Learn how to put yourself in a position to be more diversified and potentially earn better risk-adjusted returns with alternatives.
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We believe that being an expert in all areas of finance is not possible, nor do we try to. This is why we leverage our relationships with other industry professionals, and under the right circumstances bring in strategic partners if the situation is appropriate.
Breakwater Capital is a member of an exclusive group of industry specialists that are experts in niche areas intended to save clients hard earned money through various high-level tax strategies (we are the 1031 Exchange component). These are techniques and strategies that are not well known. Even most CPAs are unaware of their existence or simply do not have the time to learn about them and implement them into their practice. This is a no cost, no commitment offer that we provide in order to add value to our clients however we can. Just because we cannot profit does not mean we are going to keep our clients from other professionals who can make a major difference for them. Access our network of niche specialists and discover how we can take your business to the next level.
9940 Research Dr. Suite 200
Irvine, CA 92618
Real Estate / 1031 Risk Disclosure: • There is no guarantee that any strategy will be successful or achieve investment objectives; 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.
All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future performance. There can be no guarantee that any investment or strategy will achieve its stated objectives. Speak to your tax and/or financial professional prior to investing. Securities and advisory services through Emerson Equity LLC, member FINRA and SIPC and a registered investment adviser. Emerson is not affiliated with any other entity identified herein.
