Tag: Wealth Building

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The Real-World Guide to 1031 Exchanges with Damian Gallagher (Ep. 88)

The Real-World Guide to 1031 Exchanges with Damian Gallagher (Ep. 88)

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If you own investment property in California, you may have wondered how to handle the built-up gain without losing a significant portion to taxes. 

Robert sits down with Damian Gallagher, Senior Vice President at Blue Rock, for a grounded, practical walkthrough of 1031 exchanges and DSTs. The conversation opens with the history of 1031 rules, then moves into what actually happens when you sell, how timelines work, and why so many investors struggle with the 45-day identification window. 

Damian also explains DSTs in plain language, including when they might help reduce hands-on management and how they fit into long-term estate planning.

What to expect:

  • How like-kind rules truly work
  • The 45-day and 180-day deadlines are explained in real terms
  • When DSTs may help simplify life for aging investors
  • The lesser-known 1033 disaster exchange option
  • And more!

Resources:

Connect with Damian Gallagher:

Connect with Robert Curtiss:

This information is educational in nature and does not constitute a financial promotion, investment advice or an inducement or incitement to participate in any product, offering or investment. Bluerock is not adopting, making a recommendation for or endorsing any investment strategy or particular security or promoting the individuals or businesses referenced. All opinions are subject to change without notice, and you should always obtain current information and perform due diligence before participating in any investment. All investing is subject to risk, including the possible loss of principal. Bluerock cannot guarantee that the information herein is accurate, complete or timely. Past Performance does not guarantee future results. There are a number of significant risks that should be considered and reviewed when considering an investment in real estate or real estate securities. This is neither an offer to sell nor a solicitation of an offer to buy the securities. An offering is made only by the applicable offering documents and only in those jurisdictions where permitted by law. Our website must be read in conjunction with the applicable offering documents in order to understand fully all of the implications and risks of the offering of securities to which it relates and a copy of the offering documents must be available to you in connection with any offering. Securities offered through Bluerock Capital Markets, LLC | Member FINRA’s  BROKERCHECK® Affiliated with Bluerock Real Estate, LLC

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How Cliffwater Is Democratizing Private Market Access with Phil Huber (Ep. 84)

How Cliffwater Is Democratizing Private Market Access with Phil Huber (Ep. 84)

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Is private equity still worth it, and can everyday investors finally get access without the complexity?

Robert Curtiss, CFP,® welcomes back Phil Huber, Managing Director and Head of Portfolio Solutions at Cliffwater, to unpack the rise of evergreen private equity funds, an innovation reshaping the private investing landscape.

Phil explains how Cliffwater’s newly launched Evergreen Private Equity Index is giving advisors better visibility into performance, while opening doors for accredited and even unaccredited investors to tap into long-term private market strategies.

Expect an honest look at tradeoffs, manager due diligence, and the evolution of access, with a side of market context as the AI boom and public market concentration unfold.

What to expect:

  • Why private equity has outperformed public markets over time
  • How evergreen structures are simplifying access for investors
  • What Cliffwater’s new index reveals about fund performance and dispersion
  • Key factors that determine success or failure in private equity portfolios
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with Phil Huber:

About Our Guest:

Phil is a Managing Director and Head of Portfolio Solutions for Cliffwater, based in their Chicago office. In this role, Phil leverages his prior experience as a wealth management CIO to produce and curate investment research, advise on product strategy and positioning for the firm’s growing platform, and help establish and strengthen relationships with the nation’s leading wealth management firms.

Prior to joining Cliffwater, Phil was the Chief Investment Officer for Savant Wealth Management. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER™ professional, has attained his Chartered Financial Analyst® (CFA®) designation, and is a member of the CFA Society of Chicago.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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