Broker/Dealers

Work with 100% of your clients’ assets, including real estate

More than 43% of American household’s wealth is held in real estate,¹ yet Broker/Dealers and their Registered Representatives have limited access to this important asset class. With Baby Boomers nearing retirement it is important for financial professionals to explore all of their clients’ assets, including real estate.

Welton Street helps Broker/Dealers and their clients with real estate assets in two ways:

1) Pooled Income Fund (PIF) Distribution – Welton Street is the dealer manager and distributor of the Life Income Funds of America, a series of pooled income funds directed at owners of highly appreciated real estate providing for whole and/or partial donations.

2) Tenant-in-Common (TIC) Referral Arrangements – We also partner with Broker/Dealers interested in offering Tenant-in-Common (TIC) investments to their clients.

¹Brian K. Bucks, Arthur B. Kennickell and Kevin B. Moore, “Recent Changes in U.S. Family Finances: Evidence from the 2001 and 2004 Survey of Consumer Finances”, Federal Reserve Board’s Division of Research.

Securities offered through Welton Street Investments LLC, 9780 Mount Pyramid Court, Suite 400, Englewood, Colorado 80112, 888.569.1031. This is neither an offer to sell nor a solicitation of an offer to buy a security. Such an offer may only be made by means of a private placement memorandum or via an exempt offering under the Philanthropy Protection act of 1995. As with any real estate investment, there are various risks including, but not limited to: loss of principal, variations in occupancy which may negatively impact cash flow, limited liquidity, and limits on management control of the property. The information provided on this site is general and educational in nature. It is not intended to be, nor should be construed as legal or tax advice. Content provided relates to taxation at the federal level only. Tax deductions are subject to individual circumstances; potential investors or donors should consult their tax advisors.