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	§1031 Tax Deferred Exchanges

	Tenant-In-Common (TIC) Investments
	IRS Rev Proc 2002-22, Number of Investors Due Diligence Risk Factors Projected Cash Flow Reserves for Maintenance & Repairs TIC Hold Periods Exiting a TIC Comparative Analysis of available TIC properties Track Record
	Real Estate for IRAs, Pensions, Profit Sharing and Other Qualfied Plans

	Real Estate Investment Opportunities

	Using Tax Shelters to Reduce Taxes

	Income Oriented Investments

Track Record

When reviewing and analyzing a TIC property it is important that the supplier of the TIC property, or TIC Sponsor, make their track record available. This information can be obtained from the TIC Sponsor but it is usually much easier to work with your Financial Advisor to get all the necessary documents and, if necessary, set up a conference call or a visit to the TIC Sponsor(s).

Some questions to ask are:

The number of years the Sponsor has been in business.
The number of properties the Sponsor has acquired.
The Sponsor’s area of expertise – type of properties and geographic areas.
Does the Sponsor use in-house management or contract management?
How many properties have been sold? What was their IRR?
What is the anticipated holding period of the TIC being reviewed?

This information should be available in published documents and reports from the Sponsor. Also, this information should be readily available from your Financial Advisor.

Securities offered through Pacific West Securities, Inc. Member FINRA/SIPC. Advisory services offered Pacific West Financial Consultants, Inc. A Registered Investment Advisor. AMBAR Financial Group is independent of Pacific West Securities, Inc.

Multi-Family
Lexington, Kentucky

Multi-Family
Albuquerque, New Mexico

AMBAR Financial Group does not offer legal or tax advice. AMBAR encourages clients and visitors to seek independent legal and tax advice from competent professionals to discuss their personal financial situations. Registered Representatives may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in: AL, AZ, CA, FL, MN, MO, PA, TX. If your resident state is not listed, please contact us at 408-379-6510. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

Property photos shown here are being provided for educational purposes only, to illustrate the different property types available in the real estate market. These photos are not intended to represent any particular type of TIC offering nor are they intended to represent any current or future TIC offerings.