Are Your Rentals Keeping You From Your Retirement?

Securities offered through Innovation Partners, LLC (IPL) Member FINRA/SIPC. Karen Templeton, Registered Representative. As a registered representative of Innovation Partners, LLC, I may only discuss potential securities transactions with residents of the states in which I am registered or in states where I qualify for an exemption from registration. My registrations can be verified at the above BrokerCheck link. While I am a registered representative of Innovation Partners, LLC, Forrest Wealth Strategies and Innovation Partners, LLC are not affiliated entities. This communication is not to be interpreted as tax or legal advice. The information herein has been prepared for educational purposes only and does not constitute an offer to purchase, sell or a solicitation of securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors generally described as having a net worth of over $1 million dollars exclusive of primary residence and accredited entities. Because investors’ situations and objectives vary this information is not intended to indicate suitability for any particular investor. There are risks associated with investing in real estate and Delaware Statutory Trust (DST), TIC and LLC properties such as, but not limited to the following risks: 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 – Because 1031 exchanges 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. Any past performance is not indicative of future returns. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Delaware Statutory Trusts (DST) for 1031 Exchange and Qualified Opportunity Zone Fund (QOF) investments for Accredited Investors in Alabama, Arizona, California, Colorado, Hawaii, Indiana, Maryland, Mississippi, Nevada, New York, Oklahoma, Oregon, South Carolina, Texas, Utah, Virginia, Washington