Aloha Wealth Partners

Did you know that you can 1031 exchange into mineral rights? Have you ever thought about possibly receiving income in the form of royalty payments? Our client jumped on the idea, and they now own a diversified portfolio of institutional real estate, including mineral rights. Find out more in our recent case study, how investors are using mineral rights as a diversification tool and for important disclosures. Derek Vogel, Skyler Stokes, CEPA?, AIF?, Justin Johnson https://lnkd.in/gdEwjBeh

At the tail end of September, I had the pleasure of joining a surf trip to Salina Cruz, deep in mainland Mexico, alongside 15 other leaders from San Diego's commercial real estate scene. The trip, organized by Cameron Aldrich of Chicago Title, brought together lenders, brokers, bankers, and advisors from across the county who collaborate throughout the year. We took over the entire Punta Conejo Resort, an all-inclusive haven for the week, where our hosts treated us to incredible meals for breakfast, lunch, and dinner. I’m already missing the fresh morning papaya more than I thought possible. Reaching the waves wasn't always easy; some spots required navigating dirt roads through the jungle. But the effort paid off with long headlands and points offering beautifully groomed, glassy walls of water, set against stunning backdrops of mountains, hills, and sand dunes—it was truly awe-inspiring. While the waves were a blast, the real highlight was unplugging from the daily grind. The trip gave us a unique opportunity to connect, exchange ideas, and share what's been working in a year that’s felt slower than usual. It was a chance to strengthen our network, find ways to support each other, and gear up for 2025. A huge thanks to Cameron Aldrich at Chicago Title for organizing the trip. I’m beyond grateful for the invite and can’t wait for the next amazing adventure! - Skyler Stokes, CEPA?, AIF? #surftrip #puntaconejo #mainland #mexico #surfing #cre #realestate #investments #1031exchange #sandiego https://lnkd.in/gae7mCtQ

As an apartment owner and landlord, are you aware of the looming nightmare that may await in CA? Does diversifying your equity into institutional grade real estate, across multiple asset classes and state lines sound appealing? Our client thought so, which is how we were able to get them out of California and into Class A commercial real estate properties. Find out more in our recent case study, how investors are using DSTs as a solution for deferring capital gains and for important disclosures. https://lnkd.in/gbuRZ6WQ #1031exchange #1031 #realestate #investing #CA #taxes Derek Vogel, Skyler Stokes, CEPA?, AIF?, Justin Johnson

Have you ever wondered what an “alternative investment” is? Ever think about what it would be like to invest part of your financial portfolio in a private offering? That’s just what our recent case study is about. Click the link below to learn about our client's story from bond funds to private equity, the investment selection process for this client and for important disclosures. #realestate #investment #capitalmarkets #retirementplanning #privatecredit #mortgageinvesting #portfoliomanagement https://lnkd.in/gtjzGXZ8

1031 exchange investors have 45 days to identify new property to defer capital gains taxes. But what happens when you can’t find a property in the 45 day window, or if one of your identified properties falls out of escrow on day 42? Click the link below to read about our recent case study where we helped a client who was down to her last 3 days to ID property, how we quickly helped her underwrite, analyze and ID 2 DSTs, and for important disclosures. #DSTs #DST #CRE #realestate #investment #capitalmarkets #1031exchange #1031 #QI #qualifiedintermediary Derek Vogel, Skyler Stokes, CEPA?, AIF?, Justin Johnson https://lnkd.in/gsR53YYt

Private credit is an asset class that many investors have recently explored for a few reasons. Not only does it historically offer the potential for higher interest for investors, but it’s also a great way to diversify some stagnant cash into an asset class that typically doesn’t see any market volatility. This is exactly why one of our clients decided to put $100k into this kind of investment. Click the link below to read what the client liked about the deal, how the deal was structured and for important disclosures. #privatecredit #privatedebt #lending #banking #interestrates #finance #realestate https://lnkd.in/g764HMDy

Are you familiar with the differences between an asset manager and a property manager? Are there potential benefits if a company does both? What is value acceleration in your real estate portfolio? What is it attributed to? Find these questions out, and more, in the article! Click the link below to learn about the distinct types of real estate management and access important disclosures. Derek Vogel, Skyler Stokes, CEPA?, AIF?, Justin Johnson #AssetManagement #PropertyManagement #RealEstate #DST #1031exchange #PassiveRealEstate #ValueAcceleration

What a trip! Mahalos to the entire Exit Planning Institute team for putting on such an incredible Summit in Marco Island, Florida. You all killed it! With the amount of talent there, it’s no wonder why Scott Snider calls it the Super Bowl of exit planning. Skyler was stoked to have been given the opportunity to share the Spirit of Aloha with an all star audience of 800+ in professional disciplines such as value acceleration, M&A, legal, financial and tax. The simple fact remains true - "Aloha doesn’t cost any money and it doesn’t take any effort and the more you give, the more you get". Looking forward to next year’s summit at the Sunseeker Resort in Charlotte Harbor! Skyler Stokes, CEPA?, AIF? Derek Vogel #epi #exitplanninginstitute #cepa #mergersandacquisitions #advisory #business #smallbusiness https://lnkd.in/g3EJfkNR

Huge thanks to Brennan Law Firm and the abundance of knowledge poured out at the latest Apartment Owners Association meeting in Long Beach. Absolutely fascinating to hear how purposefully difficult CA is making it for landlords. What’s your threshold for pain? Is there light at the end of the tunnel, where government will undo its overreach? Thinking about taking your real estate ownership outside of CA? Feel free to get in touch if this struck a chord for you. I help educate people about opportunities. Aloha Wealth Partners

Depreciation is a tool that many real estate investors use with their tax professionals in an effort to maximize any cash flow. But using depreciation isn’t as easy as you’d think and there are some heavy financial consequences if misunderstood or used incorrectly. Click the link below to learn about depreciation, 1031 exchanges and important disclosures. #cre #depreciation #realestate #cpa #taxes #cashflow https://lnkd.in/g_f-cMXJ