Finding Shelter In the Gathering Storm!
Thu, 25 Apr 2024 17:00:00 GMT → Thu, 25 Apr 2024 18:30:00 GMT (d=1 hours, 30 minutes, 0 seconds)
In this AOA Live Stream, you will discover:
- How to weatherproof your investment property portfolio
- The 1031 DST triple bottom line
- How to simplify estate planning with DSTs
We are pleased to be joined by:
Brad Watt, Founder | CEO of Petra Capital Properties and a Registered Representative of Saxony Securities, Inc. He has over 35 years of experience in real estate acquisitions, investment program development, and capital markets and has participated in more than $10 Billion in public and private real estate offerings, including over $2 Billion in securitized 1031 exchange programs.
Luke Lofman - President | Chief Investment Officer and a registered representative with Saxony Securities, Inc. Luke has over a decade of experience structuring real estate acquisitions and developments for private equity firms. With his industry know-how and technical savvy, he will partner with clients to develop their Personal Optimized Property Portfolio.
Michael Chabot - Managing Director and a registered representative with Saxony Securities, Inc. Michael has more than two decades of experience in the residential real estate and mortgage business. He provides client-centric strategies through DST/1031 diversified property solutions to single-family and multifamily property owners. He is an essential partner in assisting clients who want to transition from active property management to passive lifestyle income.
Petra Capital Properties is an independent real estate investment planning firm that arranges personalized 1031 replacement property solutions. Using its national research database and proprietary risk-analytics technology, Petra identifies and arranges highly diversified 1031 portfolios for investors seeking passive real estate investment strategies.
The company specializes in Delaware Statutory Trusts (DSTs), a 1031-exchange ownership strategy. Like building blocks or “legos,” DSTs represent individual fractional-ownership property interests in institutional-quality assets professionally managed by large national and global real estate investment firms with billions of assets under management. Petra’s proprietary analytics tools empower investors to collaborate in constructing their personalized DST/1031 exchange portfolios, customized to meet their specific risk tolerance and investment objectives for optimized risk and return.
Contact Info:
Petra Capital Properties
719-649-7770
