Direct Lending and Private Debt have been the fastest growing segments of the alternative investment industry since the Great Recession in 2008. Then COVID - 19 hit and this market froze up and the Federal Reserve and Central Banks all over the world unleashed an unprecedented wave of liquidity to prevent unnecessary damage to the global economy. The secondary market responded quickly discounting the news. Operators have been slower to accept the new pricing of risk. Time has passed and things have been converging, listen to experts on the front lines as they discuss deals and insights into where things are today and where they see things going over short and intermediate term. This group will discuss and conduct an interactive Q&A session with audience engagement & participation. Join us for a thoughtful conversation that will undoubtedly provide direction to discounts or lack of discounts in new deals getting done.
Linkvest Capital LLC is a US-based co-investment platform for family offices, institutions and private investors. As a vertically integrated real estate firm, Linkvest Capital includes financing, acquisition and development entities. LV Lending, the private financing affiliate, focuses on real estate business and investment mortgage loans on residential and commercial properties. The company has a current portfolio of $240 million and has serviced more than 500 transactions for over $450 million in Florida and Georgia. Linkvest Properties, focuses on commercial acquisitions in the southeast United States region and operates a portfolio of over $35 million. LV Development, co-invests with real estate developers on multifamily and mixed-use projects in Florida, and has invested in 7 multifamily projects with over 1,600 apartments to be delivered between 2020 and 2024.
Engineered TaxServices, Inc. (ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits. Engineered Tax Services was founded by CEO, Julio Gonzalez, to bring specialty tax engineering services to mainstream America. There are several federal tax incentives in which the IRS requires professional engineers and scientists to determine the tax benefits in the areas of real estate and manufacturing. Specific to real estate is the ability to depreciate real estate investments by components vs. the traditional expensing of real estate over a 39 or 27.5-year period. A forensic engineering study of a real estate property, in which the building is depreciated component by component, allows investors to expense up to 50% (and in some cases, more because of 100% bonus depreciation) of the purchase of their building up front.Decades ago, cost segregation was only available to real estate investors who worked with the Big 4 accounting firms who had dedicated engineering staffs. Mr. Gonzalez’s goal was to be a resource to the CPA community so that these services could be available to all real estate investors, big or small. Cost segregation continues to be one of the largest tax incentives for wealth preservation. There are very few investments that the United States Federal government allows investors to expense dollar for dollar. Real estate is the one investment from which you can deduct 100% of the purchase price against taxable income. Inherently, this allows for a 50% return on investment at a 50% federal and state tax bracket. Cost segregation allows the investor the ability to mitigate tax liabilities and preserve wealth by accelerating these deductions much quicker. Engineered Tax Services also uses its engineering, scientific and tax team to provide one of the most important federal and state tax credits available to United States businesses in the form of research and development tax credits (R&D). R&D Tax Credits are meant to incentivize manufacturing, innovation and technical design in the United States. These credits are essential to keep labor and promote job creation in the United States. Qualifying activities include developing new or improved products or manufacturing processes, tool and die development, technical design in the construction industry, software development, fracking and drilling technique development, and developing new or improved drugs or formulas, just to name a few. The R&D Tax Credit is a very important federal incentive meant to ensure that US companies remain competitive globally.
Leste is an investment platform founded in 2014 by senior executives with robust experience in financial markets, corporations, real estate companies and law firms.Leste has offices in Miami, London, Rio de Janeiro and São Paulo.
Kirkland Capital Group, LLC is a nationwide direct lender, offering bridge loans for multifamily and other commercial real estate assets. Through their Commercial Real Estate funds, Kirkland Capital provides investors with consistent returns and lower risk. Headquartered in Kirkland, Washington, the company is committed to excellence in service, quality, and make-sense portfolio lending solutions as a Digital Lender.
Kirkland Capital Group is an investment fund manager combining 75+ years of investment management, real estate, and technology to Build and Fortify Your Wealth. The Kirkland Income Fund is a principal preservation focused high-yield fixed income fund with a targeted 10% return to investors. The fund delivered over 10% returns for 2021, and continues strong performance in 2022. Investors feel happy that not only are they capturing strong returns, they are doing good, as the Fund’s micro-commercial real estate loans are used to rehabilitate middle-income affordable housing and neighborhoods, making a positive social and environmental impact. Kirkland Capital Group also offers the opportunity to invest along with us in the equity side of real estate, via multifamily properties. Investors generate stable passive income, tax advantages, diversification, and capital appreciation opportunities.