Per the SEC

Financial: Net worth over $1 million, excluding primary residence (individually or with spouse or partner)

OR Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

Professionals: Investment professionals in good standing holding the general securities representative license (Series 7), the investment adviser representative license (Series 65), or the private securities offerings representative license (Series 82)

OR Directors, executive officers, or general partners (GP) of the company selling the securities (or of a GP of that company)

OR Any “family client” of a “family office” that qualifies as an accredited investor

OR For investments in a private fund, “knowledgeable employees” of the fund.

​In the realm of real estate investing, many are drawn to the potential of passive income and the prospect of early retirement. Navigating a market teeming with diverse strategies can be challenging. Among these approaches is the 500/200 Real Estate Strategy, which illustrates how a $500,000 investment could lead to an annual passive income of $200,000 within a decade, based on certain assumptions and conditions.

Alternatives Investments refers to many different investments which are all labeled "alternatives." However, here are some different reasons why some investors consider alternatives: Potential for higher passive income when compared to investing the same amount of funds into a traditional portfolio. Diversification into asset classes that might not be partially or fully correlated with the rest of your portfolio. Certain types of alternatives seek higher risk adjusted returns than traditional investments. Certain types of alternatives seek to outperform traditional investment benchmarks such as the S&P 500.

While you should always be looking for safe, legal ways to reduce your taxes, more complicated planning becomes particularly valuable when you are in the 32% federal tax bracket which begins at $191,950 of income (single filers) or $383,900 of income (married filing jointly).

Yes, for work that we don't handle ourselves, we have an extensive network of providers in every state except Louisiana.

DSW Syndications, along with some of the DSW Advisory services requires that we verify your status as an accredited investor.

Our philosophy is that you should typically limit your investments to the following percentages of your portfolio: 5% max on a single investment, 10% max with a single sponsor, 20% max in a single asset class.

Every situation is different, but some common things we see would include focusing on building wealth in a tax-free manner by looking into things which aren't taxed, such as Roth IRAs, Roth 401(k)s, and cash value life insurance. Speak to a tax professional or someone on our team to see if you qualify.