1031 Basics

Little Red Book of Retirement: Passive Real Estate Investing

Interested in learning more about how alternative investments could fit into your financial plan? Download Annalee Leonard’s newest book, the Little Red Book of Passive Real Estate Investing. Annalee offers valuable insights into Passive Real Estate Investing with 10 chapters catered to investors who are currently invested in passive real estate, or those who are interested in investing.


Articles from Kiplinger

Discover valuable insight into DST’s and 1031 Exchanges through three articles from Kiplinger. These articles touch on specific facets of DST investing and could potentially provide a better understanding of how passive real estate investing can benefit you.


Interested in learning more about Mainstay Financial Group’s retirement and financial planning knowledge? Keep up to date with our weekly blogs that cover a range of topics like retirement planning, investing, estate planning, alternative income investments, lifestyle tips, and more. Take a look at our recent blogs for more information!

July 2019 | eNewsletter

Dear Friend, This month marks 84 years since the Social Security Act was signed into law, but despite the program’s lengthy lifespan, many are still confused about how their benefits


To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).

The information, suggestions, and opinions included in this material is for informational purposes only and cannot be relied upon for any financial, legal, tax, accounting or insurance purposes. Mainstay Financial Group will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Investments in a DST involve certain risks, including the potential lack of return, loss of principal and tax consequences. Investment Advisory Services offered through AlphaStar Capital Management, LLC, a Registered Investment Adviser. AlphaStar Capital Management, LLC and ILG LLC & ILG Financial LLC are independent entities. Mainstay Financial Group cannot and does not guarantee the performance of any investment product. DST investments are only available to accredited investors and are offered solely through the issuers offering documents. The DST sponsor determines whether to accept any individual’s subscription documents. Portfolio management services provided by a third party sub-advisor.