Aloha Wealth Partners Aloha Wealth Partners  Aloha Wealth Partners
  • ABOUT
    • Our Story
    • Our People
  • SERVICES
    • Real Estate & 1031 Exchanges
    • Private Capital Investments
    • Private Equity
    • Wealth Advisory
    • Business Advisory & Exit Planning
    • Philanthropy and Charity Work
    • Strategic Partnerships
  • NEWS
    • Blog
    • Events
    • Schedule
  • CONTACT
 Aloha Wealth Partners
  • ABOUT
    • Our Story
    • Our People
  • SERVICES
    • Real Estate & 1031 Exchanges
    • Private Capital Investments
    • Private Equity
    • Wealth Advisory
    • Business Advisory & Exit Planning
    • Philanthropy and Charity Work
    • Strategic Partnerships
  • NEWS
    • Blog
    • Events
    • Schedule
  • CONTACT
BLOG

Latest Insights from Aloha.

FEATURED

May 13, 2024

$100k Private Credit Investment Case Study

Private credit offers diversification and higher interest potential, making it an attractive asset class for accredited investors.

Read More

FEATURED

May 15, 2024

Maximizing the Potential Value of an Asset Sale (Like a Business or Real Estate): Deferred Sales Trusts

Deferred Sales Trusts are an amazing tool to help reduce an immediate tax bill when selling a highly appreciated business or real estate asset.

Read More

April 3, 2024

Understanding Depreciation in Commercial Real Estate

February 29, 2024

Case Study: $3.5M 1031 Exchange into DSTs

Learn how we helped our client facilitate a $3.5M 1031 exchange where they leveled up into the asset class of their choice through 4 properties in a DST.

November 5, 2024

Aloha Wealth Partners Sponsors local CRE Charity Surf Contest

Aloha Wealth Partners Sponsors local CRE Charity Surf Contest with the Challenged Athletes Foundation held at Seaside Reef in Cardiff, CA.

October 28, 2024

1031 Exchange – into Mineral Rights?

Unlocking the power of your 1031 exchange with mineral rights—learn about passive income, zero management, and unique growth potential in the booming energy sector.

October 15, 2024

Skyler’s Commercial Real Estate Pros Surf Trip to Mexico

A week in Mainland Mexico with real estate leaders from San Diego was just what the doctor ordered. Waves were a blast, but the company was the real highlight!

July 23, 2024

1031’ing Out of California – Case Study

As an apartment owner and landlord, are you aware of the looming nightmare that may await in CA?
Our client thought so, which is how we were able to get them out of California and into Class A commercial real estate properties.

July 9, 2024

An Alternative Approach to Retirement Diversification

Have you ever wondered what an “alternative investment” is? Ever think about what it would be like to invest part of your financial portfolio in a private offering?
That’s just what our recent case study is about.

June 24, 2024

How We Saved a $900k 1031 Exchange with DSTs – Case Study

1031 exchange investors have 45 days to identify new property to defer capital gains taxes.

But what happens when you can’t find a property in the 45 day window, or if one of your identified properties falls out of escrow on day 42?

OLDER POSTS

Subscribe to our newsletter
Receive updates from Aloha Wealth Partners

 225_text 225_text  228_text 228_text  231_text 231_text  234_text 234_text
  • HOME
  • ABOUT
  • SERVICES
  • BLOG
  • CONTACT
  • BOOK AN APPOINTMENT
  • Select Link
  • HOME
  • ABOUT
  • SERVICES
  • BLOG
  • CONTACT
  • BOOK AN APPOINTMENT
 Aloha Wealth Partners
  • IMPORTANT DISCLOSURES
  • EMERSON EQUITY LLC
  • BETTER BUSINESS BUREAU
  • ANNUITIES
  • 1031 RISK DISCLOSURE
  • SOCIAL MEDIA DISCLOSURES
  • TERMS & CONDITIONS
  • PRIVACY POLICY
CA Insurance License# 0K53148. San Francisco Web Design by Thomas Digital.
© 2023. All rights reserved
445 Marine View Ave. Suite 300 Del Mar, CA 92014

Securities offered through Emerson Equity LLC Member FINRA/SIPC and MSRB registered. Investment Advisory services offered through Aloha Wealth Partners, a California Registered Investment Advisor.

Finra Broker Check

This information is not tax or legal advice. Individuals should consult with the professionals specializing in the fields of tax, law, accounting, or investments regarding the applicability of this information to their situation. Past performance is not a guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.

NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by Aloha Wealth Partners, Emerson Equity LLC, or any affiliate, or partner thereof. Aloha Wealth Partners does not warrant the accuracy or completeness of the information contained herein.

The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners and no endorsement of Skyler Stokes or Aloha Wealth Partners is stated or implied. BBB and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.

For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Aloha Wealth Partners, LLC.

1031 Risk Disclosure:

  • There is no guarantee that any strategy will be successful or achieve investment objectives; Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
  • Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
  • Potential for foreclosure – All financed real estate investments have potential for foreclosure; ·Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;
  • Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
  • Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits

No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Changes to 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.

Many of the investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read and understand all of the risks associated with buying private placement securities. Investments are not guaranteed or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.

Risk Disclosure: Alternative investment products, including real estate investments, notes and debentures, hedge funds and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss.

up