2522 Chambers Road, Suite 100
Tustin, CA 92780

ph: 877-313-1868

Copyright 2007-2016 Specialized Wealth Management. All rights reserved.

 

This does not constitute an offer to buy or sell any security.  Securities offered through Sandlapper Securities, LLC.  

Member FINRASIPC . MSRB Registered.  SANDLAPPER Securities, LLC and Specialized Wealth Management are unaffiliated.

Specialized Wealth Management is an independent branch office of, and Christopher Miller is an independent registered representative for SANDLAPPER Securities, LLC.  

SANDLAPPER Securities, LLC home office location-

SANDLAPPER FINANCIAL CENTER

800 E. North Street, 2nd Floor. Greenville, SC

 

No offer to buy or sell securities is being made.  Such offers may only be to qualified accredited investors via private placement memorandum. Neither Sandlapper nor Specialized Wealth Management are tax advisors. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors.  Investments are not guaranteed or FDIC insured and risks may include but are not limited to complete loss of principal investment.  Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before investment.  Changes in the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward looking statements are never an assurance of future results.

 

*Specialized Wealth Management neither reports taxes nor provides tax advice.  Recommendations made are based on assumptions utilizing currrent tax laws, which are subject to change.  No assurances are made as to the treatment of such strategies.  Clients must consult with their tax professionals, and review all requisite disclosure materials to property understand known risks of any investment prior to making any investment decisions.

 

Risks of Securitized Real Estate

Investment real estate, including securitized real estate, comes with substantial risks; not limited to the absence of guaranteed income, lack of liquidity, the risks of owning, managing operating and leasing properties, possible conflicts of interest with managers and affiliated persons or entities, the risks associated with leverage, tax risks - including possible changes in tax law, declining markets and changing economic conditions, on-going fees and known or unknown regulatory challenges.  Finally; it should be understood that the ultimate risk of investing in real estate could included the total loss of principal investment.

 

2522 Chambers Road, Suite 100
Tustin, CA 92780

ph: 877-313-1868