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Investor Equity Team
From Sponsor review to individual program analysis, we uncover the facts you
need to make informed decisions.
-- Our mission is to help you meet your wealth-building and wealth
preservation goals by creating a 1031 exchange or direct
investment strategy that meets your short and long
term--performance requirements.
-- Our Investor Equity Team can help you understand your options
regarding selecting 1031 Sponsors, Properties and/or Direct
Investment programs that are right for you.
-- We possess extensive knowledge about the differences between
each of the 1031 Exchange Sponsors and Replacement
Properties options available. For investors seeking direct
investments, we can help you find the option that best suits
your investment objectives.
This is our business--this is what we do.
-- We advise our clients on the obvious, as well as the subtle,
differences between Program Sponsors and Properties including:
Industry reputation of Sponsors
Historical performance of Sponsors
Recent performance history of Sponsors' recently closed
properties or programs
Information about the local geographical markets in which
propertiesare located
-- We are experts at Energy investing--from 1031 Replacement
Property to tax-advantaged drilling programs. We can help
you understand your options so that you may make
better-informed decisions regarding portfolio
diversification.
-- We can provide referrals to attorneys, accountants, qualified
intermediaries (accommodators), real estate brokers and other
industry professionals to assist you in completing your 1031
Exchange or direct investment transaction.
If you are interested in learning more about our products and services,
please contact us for a complimentary consultation.
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TEAM MEMBERS
Click the names below to access team member bio's.
Joe Benguerel
Registered Representative
Lisa Y. del Rio
Registered Representative
Mike Gormley
Registered Representative
Mike Lynch
Registered Representative
Rick Martinez
Registered Representative
Craig McClain
Registered Representative
April Womack
Registered Representative
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