Tag: Portfolio Diversification

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Unlocking Real Estate Wealth: 1031 Exchanges and DSTs with Stephen Davis [Ep. 157]

Unlocking Real Estate Wealth: 1031 Exchanges and DSTs with Stephen Davis [Ep. 157]

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Ready to transform your real estate assets into a tax-efficient retirement plan?

Want to maximize your real estate wealth without the headache of property management?

Join host Larry Heller, CFP®, CDFA®, as he explores the world of 1031 exchanges with Stephen K. Davis, President and CEO of Safe Harbor Asset Management. With over 40 years of experience in financial services, Davis discusses the benefits and intricacies of 1031 exchanges and DSTs, offering valuable insights for property owners and investors.

Key Points Covered:

  • Understanding 1031 exchanges and their role in deferring capital gains taxes
  • Significant tax advantages of 1031 exchanges, including indefinite deferral of taxes
  • How 1031 exchanges reduce property management responsibilities
  • The benefits of Delaware Statutory Trusts (DSTs) for diversifying investments
  • Practical success stories illustrating the benefits of DSTs
  • The importance of tailoring DST investments to meet specific liquidity needs
  • The expected wealth transfer in the real estate market over the next 15 years
  • And much more!

 

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About Our Guest:

Stephen Davis, President and CEO of Safe Harbor Asset Management, specializes in tax avoidance strategies, particularly 1031 exchanges. With extensive experience in financial services, Davis provides guidance on transitioning to passive investments and maximizing tax deferral benefits through DSTs. His deep knowledge and practical insights help clients navigate complex real estate transactions and achieve financial security.

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Is Your Portfolio Missing Out? The Rise of Private Credit with Alona Gornick (Ep. 143)

Is Your Portfolio Missing Out? The Rise of Private Credit with Alona Gornick (Ep. 143)

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Is private credit the hidden gem missing in your investment portfolio? 

Explore the untapped potential of private credit in your investment portfolio with Larry Heller, CFP®, CDFA® and special guest Alona Gornick, Managing Director and Senior Investment Strategist at Churchill Asset Management. Together, they take us deep into the intricacies of private credit, a burgeoning asset class currently commanding a substantial $1.5 trillion in assets.

Larry & Alona discuss:

  • What is Private Credit, what advantages does it offer, and how it has experienced such growth
  • Private Credit’s diversity such as, asset based lending, equipment finance, venture debt, and more
  • The Investor Appeal to those seeking steady income and a buy-and-hold approach
  • How innovative fund structures break down barriers, making private credit accessible to individual investors and opening new avenues for diversified portfolios
  • And much more!

 

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About Alona Gornick:

Alona Gornick serves as a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management. In her role, Alona provides meaningful investment insights across the private capital spectrum to the investment community, with a particular emphasis on the Private Wealth and Retail channel. She works closely with Nuveen’s global distribution team to deepen relationships with and educate Churchill’s investors and partners.

Alona also serves as Co-Head of Churchill’s Diversity, Equity and Inclusion Council, where she collaborates on initiatives that prioritize inclusion and authenticity. She joined Churchill in 2017 as an Originator, developing relationships with leading private equity sponsors to source and structure high-quality deal flow for the platform. Alona has spent 14 years in various investment, capital markets and investor relations roles at leading organizations, including Nuveen (Churchill’s parent company), Golden Gate Capital, and Oaktree Capital Management.