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Professionally Managed

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Real Estate

Portfolios​

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for IRC Section 1031 Exchange and Qualified Opportunity Zone Investment

Are You Tax Smart?

✔

​Get connected to professionals that can teach you tax reduction strategies within the internal revenue code.

✔

Gain access to what we believe are best-in-class private tax mitigation offerings.​

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GET EDUCATED

Explore strategy pages, hypothetical tools and other educational content that seeks to:

​✔  Highlight potential tax savings

✔  Compare strategies and benefits

✔  Model target cash flows and total         return potential

✔  Show opportunity cost comparison

     with and without strategies

and GET CONNECTED

When ready, schedule a free consultation with a Tax Strategist to determine if there are programs that may help reduce your taxes.

​✔  Highlight Potential Tax Savings

✔  Compare strategies and benefits

✔  Model target cash flows and total         return potential

✔  Show opportunity cost comparison

     with and without strategies

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Review Hypothetical Illustrations

LEARN MORE

Hover Over Box Titles to Learn More

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Income
Tax Exposure

Reduce tax liabilities on income and retirement account distributions

TARGET BENEFITS

Income Deductions | Cash Flow

Oil & Gas Drilling Funds

IRC Section § 263 Capital Expenditures

LEARN MORE

Shale Development Funds

IRC Section § 263 Capital Expenditures

LEARN MORE

TARGET BENEFITS

Tax Credits | Income Deductions | Cash Flow

Solar Development Funds

LEARN MORE

IRC Section § 25 D

TARGET BENEFITS

Income Deductions | Cash Flow

LEARN MORE

Private Real Estate Funds

IRC Section § 167 | §179

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Capital Gains
Tax Exposure

Transition ownership of appreciated assets tax efficiently

TARGET BENEFITS

Tax Deferral on Sale of Appreciated Real Estate

Delaware Statutory Trusts (DSTs)

LEARN MORE

IRC Section § 1031

TARGET BENEFITS

Capital Gains Tax Deferral |

Tax Advantaged Growth and Income

Qualified Opportunity Zone Funds

LEARN MORE

Tax Cuts and Jobs Act

TARGET BENEFITS

Tax Credits | Income Deductions | Cash Flow

Tax Credits

LEARN MORE

IRC Section § 25 D

TARGET BENEFITS

Capital Gains and Income Deductions | Cash Flow

LEARN MORE

Charitable Trusts | Donor Advised Funds

IRC Section § 170

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Retirement and Legacy Planning

Position assets for passive ownership, tax efficient income and tax free inheritance

TARGET BENEFITS

Enhanced Liquidity and

Legacy Planning for Real Estate

DSTs with UPREIT Strategies

LEARN MORE

IRC Section § 1031 | § 721

TARGET BENEFITS

Valuation Reductions for

Discount Roth Conversions

LEARN MORE

Private Real Estate | Drilling Funds

IRC Section § 167 | §179 | §263

TARGET BENEFITS

Capital Gains and  Income Deductions | Cash Flow

LEARN MORE

Charitable Remainder Trusts

IRC Section § 170

Our Advisors average more than 30 years experience working with institutional investment programs; participating over the past decade in more than:

75+

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PRIVATE OFFERINGS
PARTICIPATED

600+

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INDIVIDUAL
ALLOCATIONS

$150,000,000

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CLIENT DOLLARS
INVESTED

$4,000,000,000

​

GROSS OFFERING
ASSETS

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© 2025 Alternative Wealth Management, LLC

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All securities offered through Patrick Capital Markets, LLC Member FINRA / SIPC.  Investors should review any transaction and the various tax deferred and tax exclusion strategies and structures available with their tax and legal advisors.  Alternative Wealth Management does not provide tax or legal advice to individual investors.

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The information provided in this website is for educational purposes only and does not represent an offer to purchase, acquire or engage in any transactions.  Securities discussed above would only be purchased through Private Placement Memorandum.  Securities and strategies discussed herein may be speculative and entail a high degree of risk.  Investments in Private Placements are suitable only for investors who have adequate means of providing for current needs and personal contingencies, can bear the economic risk of the investment, and have no need for liquidity.

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The following is a brief overview of some of the risks that Alternative Wealth Management deems appropriate to highlight.  It is not and is not intended to be, a summary of all the risks associated with the strategies and securities discussed herein.

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Delaware Statutory Trusts (DSTs) - DSTs are regulation D private placements that offer fractional ownership of real estate.  Investors should understand the risk factors of participating in such investments as outlined in this section in addition to the private placement memorandum; in particular real estate risks, liquidity risk, change of tax status among others.

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​Real Estate Risks – Real estate risks include those of specific property issues, the economy of the geographic locations, environmental hazards, the risk of loss of tenant and other factors typically associated with a real estate investment.

 

​Change of Tax Status - IRS tax rule changes may alter or eliminate certain benefits related to current strategies.

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Performance Expectations – There is no guarantee that the investment and tax strategies discussed will elicit the optimal results.  Each taxpayer is unique.  Past performance or the results of other individuals is never an assurance of future results.

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Reduction or Elimination of Cash Flow – Investments in real estate may experience temporary or permanent disruption of cash available for distributions, such as, from a reduction in tenant payments or if the property sustains substantial damage.

 

Potential for Property Value Loss - All real estate investments have the potential to lose value during the life of the investments.

 

Impact of Fees/Expenses – There may be substantial fees paid to Sponsors, affiliates, and others, related to the strategies and securities discussed herein and such fees typically are paid regardless of the performance of the investment or strategy you seek.    Such fees and costs may impact investor returns and may outweigh any anticipated tax benefits.

 

Liquidity Risk – Private Placements are il-liquid with no secondary market.  You should consider these long-term investments regardless of your circumstances.

 

Sponsor Risk – There are substantial conflicts of interest between investors and the self-interest of the Sponsor, Master Tenant, affiliate companies and others who will profit from the private placement for their services regardless of their results.  Their decisions related to the offering and operation of the private placement is critical to the success of the private placement and the return of your investment.  The offering sponsor could take actions that might not be in the best interests of the shareholders of the private placement.  Those types of conflicts of interest could influence the decisions in the management and operation of the private placement that are contrary to the best interests of the Investors.  Investors will have no control over their decisions.

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