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Matthew J. Nielsen - Managing Director, Stonecrest
Partners
Matthew Nielsen is a 20+ year veteran of the investment services
industry, serving high net worth individuals in a family office
environment. Matt brought The Household Endowment Model to
Stonecrest Partners which emphasizes the use of alternative
investments to an individual’s investment portfolio including but
not limited to, private real estate. Matt also specializes in the
unique issues facing professional athletes and entertainers. He
holds FINRA Series 6, 7, 63 and 66 licenses as well as insurance
licenses in multiple states. Matt has extensive experience with
Professional Athlete Disability Insurance in multiple sports and
works with many of the nation’s top thoroughbred jockeys. Matt is
based out of our Ridgewood, NJ office and resides in Bergen County,
NJ.
Additional info on the Delaware Statutory
Trust:
The DST is a passive investment that most commonly serves
as a replacement property in a 1031 transaction. Top reasons an
investor would use a DST
- To go from an active role (landlord) in a property to a passive
role. The DST sponsor handles the management responsibilities of
the property. Investor's only role is collecting a check.
- List as a "back-up" in the first 45 days of a 1031. Investor
may have identified an asset that they want to actively manage but
are continuing due diligence and financing after the 45 day mark.
Listing a DST at no cost as a back-up ensures the execution of the
1031 exchange if there first option cannot close for whatever
reason.
- The Boot – the boot is the leftovers in a 1031 exchange. An
investor sells a property for a $1 million and buys a replacement
property for $900k. The $100k (boot) can be placed in a DST and the
whole $1 million can be in the 1031 exchange.
- An active buyer identifies a property they would like to
purchase but the owner (usually elderly owner) of that property
cannot sell due to capital gain tax. The active buyer or his/her
real estate agent can educate the property owner of the benefits of
a 1031 exchange into a DST where the defer the capital gains tax
but no longer have to be an active owner.
Our background is in investing for high net worth individuals
and building portfolios of stocks, bonds and alternative
investments which often includes private real estate. When we work
with a investor in a 1031 exchange we will build a portfolio of
DSTs that diversifies amongst asset type (multifamily, health care,
self-storage, ect), geography and DST sponsor firm.
Get in touch with Matthew:
[email protected]
Our Sponsor:
Your Capital Partner: .
Backing real estate investors since 2007 providing the best
combination of pricing and leverage in the market.
Join our family of 1k plus successful and happy investors. Let
our team provide options on you next deal or reach out to discuss
your future needs and strategy.
CONNECT OR SUBMIT A DEAL: https://alphafunding.com/JandP/
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