Read More About Passco

PASSCO Companies, LLC

A nationally recognized real estate investment firm specializing in the acquisition, development, and management of multifamily and commercial properties.

Highlights

  • $2.5 Billion Assets under Management, More than 5000 Investors
  • 12,000 Multifamily Units, exceeding $4 Billion in Acquisitions
  • 20 Years in Business, Present in 17 States
  • Since 1998, Passco Companies, LLC has operated throughout all market conditions and cycles. The company has acquired over $4 billion in multifamily and commercial real estate in the United States
  • Passco Companies is directed by a team of dedicated senior real estate professionals whose experience in the business averages 34 years, and who, collectively, have acquired over $30 billion in investment real estate projects
  • Fastest Growing Private Companies in America, Inc. 5000 in 2017
  • Nationally, Passco Companies has achieved the status of “Preferred Borrower” with Fannie Mae, and locally ranked #1 “Best Places to Work” for a medium sized company by the Orange County Business Journal in 2016
Read More About Inland Private Capital Corp

Inland Private Capital Corporation (IPC)

A sponsor of alternative public and private real estate securities, and provides opportunities for individuals to invest in real estate programs.

Formed in 1968, Served more than 490,000 Investors

IPC has sponsored 226 private placement programs

Offering more than $4.1 billion in equity

Leadership team cumulatively has more than 100 years of industry experience

Highlights

  • Inland Private Capital Corporation (IPC) is the industry leader in securitized 1031 exchange transactions. IPC has sponsored 226 private placement programs since inception
  • Through June 30, 2018, IPC-sponsored private placements have been made up of 604 properties comprised of more than 41.9 million square feet of gross leasable area, and including 15,343 residential units.
  • $6.9B Assets Under Management (AUM), 7.82% Weighted Average Annualized Rate of Return on Full-Cycle Programs*
  • 604 Properties Acquired, 91 Completed Dispositions, More than $1.3 Billion in Full-Cycle Asset Dispositions, $4.1 Billion in Equity Offered
  • Since inception, Inland entities, employees, spouses, directors and affiliated employees have invested more than $42 million in IPC-sponsored offerings, reflecting Inland’s alignment with its investors.
Capital Square 1031

Capital Square 1031

A sponsor institutional-quality real estate exchange programs that qualify for tax deferral under Section 1031 of the Internal Revenue Code

Approx $710 Million Assets under Management

Capital Square ranked 485th on the Inc. 5000 list of fastest growing companies

2nd fastest growing company in the Richmond, Virginia

Leadership team cumulatively has more than 200 years of experience

Highlights

  • Capital Square 1031 is a national real estate investment and management company. The firm sponsors institutional-quality real estate exchange programs that qualify for tax deferral under Section 1031 of the Internal Revenue Code.
  • As of July 26, 2018, the firm oversees a growing national portfolio of 70 real estate assets valued at approximately $760 million (based on investment cost).
  • Capital Square’s executive team has collectively completed 110+ Section 1031 exchange and other private placement programs totaling more than $4 billion in securitized exchange offerings.
  • Capital Square provides a range of services, including due diligence, acquisition, loan sourcing, property management/asset management, and disposition, for a growing number of high net worth investors, private equity firms, family offices and institutional investors.
Read More About Bluerock Value Exchange

Bluerock Value Exchange

A national sponsor of syndicated 1031 Exchange offerings with a focus on Class A assets

Structured 1031 Exchanges on over $750 million in total property value and nearly 6.0 million sq ft of property

Partnerships with some of the largest, leading apartment operators with more than 200,000 apartment units

Comprehensive investor communication and reporting

Highlights

  • Bluerock Value Exchange employs an investment strategy that includes three primary selection criteria: property type, market, and partner. We believe investing in high quality multifamily assets in growth markets across the nation will meet investment objectives of capital preservation, income, and growth
  • Potential Benefits include : Targeted attractive current distribution rates, Passive ownership & Efficient and Timely Tax reporting
  • With capacity across nearly all real estate sectors and the ability to customize transactions for individual investors, Bluerock Value Exchange is available to create programs to accommodate a wide range of tax requirements
  • A national sponsor of syndicated 1031 Exchange offerings with a focus on Class A assets that seek to deliver stable cash flows and potential for value creation
Read More About AEI

AEI Capital Corporation

Founded in 1970, AEI brings decades of professional expertise to the management of its net lease property investment offerings.

Investors have subscribed more than $1.13 billion to AEI net lease property offerings.

AEI has sponsored 136 net leased real estate programs for more than 20,000 investors nationwide.

It is one of the first to start 1031 Exchange in United States of America.

Highlights

  • AEI began offering securitized interests for IRS 1031 tax-deferred exchanges in 1992 and was the first investment firm in America to obtain a favorable IRS private letter ruling with respect to its exchange structure
  • For investors who wish to own entire properties, AEI offers a large portfolio of attractive net leased, income-producing, real estate from which to choose. Net leased properties are especially suitable for tax advantaged 1031 exchanges
  • AEI investment properties are subject to long-term net leases (typically, 8 to 15 years) and are 100% occupied by creditworthy corporate tenants prior to purchase – one important reason why our business model allows us to avoid many of the vacancy risks common to more speculative real estate offerings
  • We have been completing successful TIC/DST and 1031 exchanges since 1992 and are a pioneer in this business
  • AEI believes that a debt-free approach to commercial property ownership provides an opportunity for consistent income combined with a high degree of capital protection.
Read More About Cantor Fitzgerald

Cantor Fitzgerald

Cantor Fitzgerald is a premier global financial services firm. Founded in 1945, Cantor Fitzgerald’s diversified organization spans the globe with more than 11,000 employees with offices in 32 cities across North America, Europe, Asia Pacific and the Middle East. They are among the largest real estate brokerage and financing companies in the world, a inter-dealer broker and a well-known investment bank.

Highlights

Cantor Fitzgerald and its affiliates have sponsored or co-sponsored 19 1031 exchange eligible real estate programs with similar since August 2015. These prior real estate programs involved the purchase of 110 properties for an aggregate purchase price (or contribution value) of approximately $1.2 billion. As of January 2020, these prior programs have raised more than $460 million from over 1,600 investors.

Read More About RK Properties

RK Properties

Rance King Properties Inc. (“RK”) has specialized in multifamily property investments since 1976. RK is a national company with current and previously owned properties acquired throughout the United States.

Highlights

During RK’s lengthy history we have purchased over 154 properties that at today’s value would be in excess of $3 billion, more than 140 of those properties have gone full cycle. The company has served over 7,000 investors in the last 43 years since our inception. RK’s current portfolio has a current market value of just under $1B. The skills and experience of RK professionals have combined to produce a consistent, successful record of performance in apartment investing.

Read More About Bluerock Value Exchange

Bluerock Value Exchange

A national sponsor of syndicated 1031 Exchange offerings with a focus on Class A assets

Structured 1031 Exchanges on over $750 million in total property value and nearly 6.0 million sq ft of property

Partnerships with some of the largest, leading apartment operators with more than 200,000 apartment units

Comprehensive investor communication and reporting

Highlights

  • Bluerock Value Exchange employs an investment strategy that includes three primary selection criteria: property type, market, and partner. We believe investing in high quality multifamily assets in growth markets across the nation will meet investment objectives of capital preservation, income, and growth
  • Potential Benefits include : Targeted attractive current distribution rates, Passive ownership & Efficient and Timely Tax reporting
  • With capacity across nearly all real estate sectors and the ability to customize transactions for individual investors, Bluerock Value Exchange is available to create programs to accommodate a wide range of tax requirements
  • A national sponsor of syndicated 1031 Exchange offerings with a focus on Class A assets that seek to deliver stable cash flows and potential for value creation

Securities Offered through Arkadios Capital – Member FINRA/SIPC. Information available on third-party sites is for informational purposes only. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney. The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisers for advice/guidance regarding your particular situation.