WHY SELL?
1st Liquidity Holdings approaches Investors and/or their Broker-Dealer Representatives for many reasons:
Strategic Liquidity Drivers:
· Primary non-traded REIT investors wish to shed non-performing, illiquid investment positions and reposition their capital and investment portfolio.
· Commission compensated broker-dealers & their representatives are sensitive and motivated by re-allocation of client investments which may have reached or are approaching the portfolio –20% alternative investment allocation cap.
· Death, Divorce, Disaster and Disability – The investor, family or estate that experiences a death, divorce, disaster or disability often finds themselves looking to exit the investment and are the primary group looking for liquidity.
· Client/investor changes investment advisor and the new advisor / broker-dealer does not carry the investment on their broker-dealer platform.
· There has been a lot of bad press of late regarding the non-traded REIT markets. In particular the use of proceeds and borrowings to pay artificially high dividends, high up-front fees and broker-dealer commissions.
· The financial regulatory agency, FINRA and SEC have issued new rules requiring non-traded REIT Sponsors to re-value themselves every eighteen months. FINRA will require non-traded REITs to re-value themselves immediately following the offering and provide actual net asset values (“NAV's”) after backing out upfront sponsor fees and broker dealer commissions.
1st Liquidity believes these facts will cause and drive investors to look for liquidity in the secondary market.
WHY SELL TO 1st Liquidity?
Selling an interest in a non-traded REIT is not like selling shares of common stock. There is limited knowledge of the exchange process and electronic trading network of market makers bidding for non-traded REIT securities.
The transactions are complex with considerable document transfer, tax, accounting, and legal ramifications for investors and current shareholders to understand and handle.
That is why 1st Liquidity Holdings is the buyer of choice for so many investors who are contemplating selling their interests. They will look to us for many reasons:
A Leading Reputation
1st Liquidity is a leader and dominant player in non-traded REIT secondary market real estate transactions. Broker-Dealer firms and their registered representatives know who we are and accept us as a replacement investor who will provide certainty of closure and perform as represented.
Transaction Know How
1st Liquidity is an educator and takes the time to explain the secondary market transaction to non-traded REIT investors and walk the broker-dealer, the registered representative and the investor/client through the sale, transfer and paper-work / documentation process.
The transactions are complex with considerable document transfer, tax, accounting, and legal ramifications for investors and current shareholders to understand and handle.
That is why 1st Liquidity Holdings is the buyer of choice for so many investors who are contemplating selling their interests. They will look to us for many reasons:
A Leading Reputation
1st Liquidity is a leader and dominant player in non-traded REIT secondary market real estate transactions. Broker-Dealer firms and their registered representatives know who we are and accept us as a replacement investor who will provide certainty of closure and perform as represented.
Transaction Know How
1st Liquidity is an educator and takes the time to explain the secondary market transaction to non-traded REIT investors and walk the broker-dealer, the registered representative and the investor/client through the sale, transfer and paper-work / documentation process.