1031Gateway Testimonials

Former HNW Bank Trust Portfolio Manager

It goes without saying that you offer a special niche to HNW clients; I hope you can tap into the RIA community to help serve the greater good for the underserved taxable clientele.

The diligent, and competent associates at 1031Gateway have provided essential and unique investment solutions to best meet the wishes and preferences for our family. The revocable trust has the investment objective of providing a "balance between capital appreciation and current income with stability of principal". As with many private client investors, tax constraints are a material limitation given low basis real estate, common stock, and other legacy holdings. As a former HNW bank trust portfolio manager, many such fiduciaries prefer to offer "industry standard" and tax-damaging homogeneous fixes such as in-house mutual funds or turnover prone model-based equity portfolios, just like putting a square peg into a round hole.

Due to the prevailing federal and state capital gains tax environment, the grantor was seeking an investment solution that would allow the sale of low tax basis concentrated investment property exposure that provided limited income and a substantial systematic and idiosyncratic market risk in favor of an investment consistent with established "balanced" investment policy. The 1031Gateway team proposed a IRC 1031 exchange with diversified replacement property backed by investment grade credit lessees in a Delaware Statutory Trust legal structure that provides favorable investor protections. The 1031 exchange potentially allows investors to keep 100% of value on the sale versus an outright sale that potentially carves out 30 percent or more of wealth to local, state and federal governments, a near impossible feat to recover. 1031Gateway advisors conduct independent and objective quantitative and fundamental research on many NNN investments, which have BBB or better rated fixed income like characteristics, and boils down prospective candidates that offer the greatest projected risk/reward tradeoff.

The staff has guided us as first-time and current clients through the administrative steps with the Qualified Intermediary and others to prudently close on multiple transactions. 1031Gateway is available to assist our family in tax depreciation planning, record-keeping and annual tax reporting needs consistent with current regulations; the firm has been proactive in suggesting subsequent 1031 or 721 strategies in conjunction with expert outside legal advisors to best meet the tactical and strategic goals of our family.

We wish to thank 1031Gateway for their care and loyalty and the prudent wealth management of our family.

Best,

Harold B. Nachtrieb
CFA and Former Chief Investment Officer of the City of Los Angeles

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Expertise In Macroeconomics

I have worked with a Gateway rep since early 2010. As a CRE lender and portfolio manager for the past 12 years with major international banks, I was looking for an alternative investment manager with expertise in macroeconomics as well as real estate and alternative asset fundamentals to build and grow an investment portfolio with. My Gateway rep is an expert in individual investment and portfolio risk and necessary return hurdles for potential investments. I have found him to be knowledgeable and well versed in a number of areas that give me comfort in his decision making and handling of my portfolio. Returns and liquidity events have been very satisfactory. Service is second to none. It's been a pleasure to work with his firm over the past 3 years and I look forward to many more in the future.

Gregory J. Zann
Investment Banker, Commercial Real Estate Lender, and Portfolio Manager
Miami, FL

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Ethical and Knowledgeable

I have been investing in real estate, both in commercial and multi-family income properties for over 40 years. Almost all my assets are in self managed real estate.  For the past six or seven years I have been liquidating some of my self-managed real estate holdings and have been exchanging into 1031 tax-deferred properties to free myself from the time involved with property management. 

I like real estate and also like to continue to invest in various forms of real estate via alternative investments. I have associated and invested with various financial advisors but found the two advisors that 1031Gateway that connected me with to be the best. Both of them are ethical and knowledgeable. Their recommendations and choice of investments are excellent. Their entire office staff follows their philosophy and put their clients first in every way.

I have recommended my family and friends to them and they are as happy as I am with the team. I will also pass on my experience with them to any new prospective investor.

William Yee
Retired Real Estate Broker and Active Investor
Alhambra, CA

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I Feel Very Comfortable

I am happy to report that my 1031Gateway rep and I have had several mutual clients and he has always given them excellent service. I feel very comfortable when my clients choose him to help with their replacement properties. 

Janet Doud
OREXCO 1031 Exchange

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A Team That Truly Cares

For the past 30 years, as a small business owner, my husband and I were able to contribute considerably within our own retirement accounts. However, as busy workaholics, we had to be dependent on the advice given to us, by various "Financial Planners". After many disappointing factors, from $ put into High Cost Limited Partnerships, Annuities, Mutual Funds, Stocks & Bonds we realized that we could not trust and solely rely upon the self-interested advice of others to manage and be responsible for OUR long-term best interests. 

During the past 10 years, the process of self education for estate &investment planning, has been extremely challenging, until we met a 1031Gateway rep, three years ago. He became a teacher/mentor/adviser for all our own current investment choices, developed a long-term plan for our entire portfolio, without thought for his own personal gains or efforts to simply "sell" us products. He managed our accounts that were held by other firms, and recommended holding cash positions during the volatile markets. We accepted his conservative, safe, philosophy and extensive knowledge of domestic & worldwide economics, but moved forward cautiously, at first, with various Real Estate projects for diversification. With each successful completed project, and sound advice, our trust &confidence grew toward even greater accomplishments.

The past three year relationship with the most trusted advisory firm that we have ever encountered, has been absolutely amazing regarding the success of each and every project that was so thoroughly researched by his firm. The realized gains and profits in the past two years, have more than made up for the considerable losses in markets, annuities, and limited partnerships of the past 20 years.

In summary, I would say that the primary reason for the developed trust in the firm, is the honesty, integrity and knowledge on behalf of their entire research and development team, the principles involved, and the efficient staff. For the first time in our investment history, I feel like we are working with a team that truly cares about protection and growth of our assets, as well as our personal well-being. THAT is a huge factor!!!!

Sincerely & Respectfully,

Jan & Sam Palermo
Business Owners and Real Estate Investors
Henderson, Nevada

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Wonderful, Caring People

My 1031Gateway advisors have transformed my investing life in the six years that I have worked with them. They are also wonderful, caring people who are responsive, accessible, prompt and concerned about their clients’ lives.

Bob Wing
Non-Profit Consultant and Real Estate Investor
Durham, NC

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Investments Have Filled My Needs

I wish to thank you and 1031Gateway: 1031 Exchange Properties, Education, & Calculators for helping me invest my retirement funds to achieve the very good returns on my savings.  As the very low interest rates and unreliable stock market was not dependable, investments with 1031Gateway: 1031 Exchange Properties, Education, & Calculators have filled my needs.

Thanks again,

Woody Crider
Retired Regional Bank President
Allen, TX

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Due Diligence Always Complete

Our 1031Gateway representatives have helped us build a productive alternative investment portfolio that is very complementary to our more traditional investment portfolio. We have used a number of firms in this space but, over the past couple of years, have moved almost all our non-traditional investments to their shop. I always take their call. The presentations are detailed, their thinking is clear and the due diligence is always complete.

Doug and Kirk Campbell
Trust Fund Owners, Former Real Estate Brokers, Private Equity, and Real Estate Investors
Pasadena, CA

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Returns Have Been Very Satisfactory

I have worked with my 1031Gateway representative since early 2010. As a CRE lender and portfolio manager for the past 12 years with major international banks, I was looking for an alternative investment manager with expertise in macroeconomics as well as real estate and alternative asset fundamentals to build and grow an investment portfolio with. My representative is an expert in individual investment and portfolio risk and necessary return hurdles for potential investments. I have found him to be knowledgeable and well versed in a number of areas that give me comfort in his decision making and handling of my portfolio. Returns and liquidity events have been very satisfactory. Service is second to none. It’s been a pleasure to work with him over the past 4 years and I look forward to many more in the future.

Gregory J. Zann
Investment Banker, Commercial Real Estate Lender, and Portfolio Manager
Miami, FL

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I Found 1031Gateway via...

I found 1031Gateway via internet search whereby a Gateway advisor sent me various investment analyses and parameters to consider before making any investment. This intrigued me as I was looking for diversification in Real Estate. I decided to meet with two of the advisors and found them straightforward in their approach. We have invested in a variety of investments such as Strip Centers, Mortgage securities, Oil wells and NNN investments involving 1031 and 1033 exchanges.

I find them knowledgeable straightforward and easier to communicate with. Our results on investments have been very satisfactory. It is indeed a pleasure to have known them and I wish both of them all the best and look forward to a long relationship for the future.

Arvind Trivedi
Floral Farm Owner and Entrepreneur
Fallbrook, CA

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Worth Your Time To Have A Conversation

We have searched long & hard for an ethical, honest adviser, more interested in preservation of capital for his clients, and maximizing cash flow for retirees during the chaotic economic times facing us. Our Gateway rep is teaching us how to be more in control of our own stocks & bonds... guiding us through our Scottrade account, & presenting amazing RE projects. Worth your time to have a conversation.

Jan P.

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