1031 Financial Exchange            www.1031FEC.com   1031 1033 1045 721 Exchanges                                      

                    Exchange & Asset Tax Consultants

Matching Clients with  Premium Income Investments of Agriculture, Commercial & Energy Properties for 1031 Exchange

and Direct Purchase

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Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of their complex nature, limited regulations and relative lack of liquidity. Alternative investments include hedge funds, managed futures, real estate, commodities and derivatives contracts. Most alternative investments considered on this web site are small business and real estate development based.

As one approaches the age where mortality is more in mind than ever investments for many transforms to conservative criteria.  For some of us it becomes more pronounced sooner than later, but most of us are more conservative by our 60’s. By 70 for many the criteria that follows is clearer.

Top 10 Alternate Investment Criteria for Folks 70+ (or all conservative investors)

  1. Experienced and high integrity operators (background checks) and VIPs of a good business plan

  2. No investor management or product liability

  3. Legally recorded return of initial investment $-within one year preferred, potentially two years, and three years absolute

  4. 5%-12% annual interest concerning initial investment $ paid at least quarterly with statement

  5. Profit sharing bonuses during entity lifetime plus equity bonus if or when asset or entity sold or divested

  6. Zero to very limited traded commodity price influence (at mercy and risk of commodity market)

  7. Who are advisory group members?  (with integrity, experience and success)

  8. If applicable who are board members?  (with integrity, experience and success)

  9. What is the succession plan and key person/s insurance plan?

  10. Only invest $ one can lose and continue to live ok (no more than 5%-25% of portfolio in all alternative investments). Portfolio diversification sample: 25-35%% Cash & equivalents; 25-35% stocks and bonds; 25-35% real estate; or diversification with expertise and comfort of investment area or as advised by professional financial advisor.

Add Six Additional Criteria for Security

  1. Positive political influence for success

  2. Location, Location, Location

  3. Entity with asset/s that can be valuated

  4. Tax considerations: IRA, 1031, investment & income deductions, financial and estate planning

  5. Consistent financial reports, annual audit consideration

  6. Grandfather clause for future associated projects with first right of refusal

Back to 1031FEC or Contact Us

Rehab Property Managers

Note: 5%-7% annual return for One Year, 1st Secured Commercial Real Estate Projects by Financially Advantaged Entities Available for Due Diligence - Non-Residence

Business Ownership Transfer (Mergers & Acquisitions) Consultants

Buy - Sell - Merge a Business

Business Financial & Estate Planning - Client - Owner - Business Exit Planning - Employee Considerations

E-Mail: Info@1031FEC.com                         Toll Free: 800.333.0801

Have Buyers for Businesses: 1) Home Warranty 2) Senior Care 3) Radon Mitigation  4) Manufacturing  5) Tool & Die  6) Home Services 7) Manufacturing 8) Insurance

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                          A M&A background and experience in agriculture and energy allow FEC and Ken Wheeler Jr. to be familiar with many tax advantages many tax professionals may not encounter.031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031 1031

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Rehab Property Managers 1031FEC
1EXEC

  Contact Us

 One's property of value inevitably transfers ownership, with or without one's wishes.  

Prepare now to save your family wealth.  Ken Wheeler

x Credit

National: 800.333.0801 or

941.363.1375

Message only 941.227.3024

 Mobile: 515.238.9266

 

 

Fax: 888.898.6009

K. B. (Ken) Wheeler  CPRES

Financial Exchange Coterie

Florida International Trade Center

5206 Station Way

Sarasota, FL 34233-3232

Licensed Real Estate Broker

Certified Probate Real Estate Specialist

Asset Tax Planning - Privacy Preference

 

E-mail Ken 

IBC: www.1031FEC.com/kw.htm

Skype: kenneth.wheeler65

LinkedIn: www.linkedin.com/in/kenwheeler65/

 

An investor or lender should favor high integrity, experienced business people with an average business plan

over average people with an excellent business plan.  Ken Wheeler

Copyright 2021 - 2022  K. B. Wheeler Jr. - All rights reserved

If you tell the truth, you don’t have to remember anything.      Mark Twain (1835-1910)

Thank you for visiting!

 

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