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CALIFORNIA GROWTH 1 DST
Contact:
Matt Keister
Executive VP Capital Markets
mkeister@walton.com
WALTON
1031 DST
CALIFORNIA GROWTH 1 DST
Growth
Land Development
FUND DATA:
LAST UPDATE: 10/6/23
EXEMPTION: 506 (c)
MINIMUM: 1031 - $50,000.00 / Non 1031 - $25,000.00
LEVERAGE: None
INCOME: na
UBTI: No
FILED RAISE: $4,759,605.00
FUND UNADITED FINANCIALS: YES
SPONSOR AUDITED FINANCIALS: Yes (2 yrs)
OPEN: 7/18/23
CLOSE: 12/15/23
SPONSOR REPORT:
FUND REPORT:
TRANSFER AGENT:
TRACK RECORD:
FEES:
IMPORTANT DISCLOSURES
Investments in offerings sponsored by Walton Global (Walton) involve certain risks including but not limited to tax risks, general real estate risks, risks relating to the financing on the applicable property, if any, risks relating to the ownership and management of the property, risks relating to private offerings and the lack of liquidity, and risks relating to the Delaware statutory trust structure. In addition, Walton can give no assurance that it will be able to pay distributions in whole or in part or within any anticipated timeframe or at all.
Important Risk Factors to Consider (should be the same as your 1031 risks in the brochure)
THERE IS NO GUARANTEE THAT ANY STRATEGY WILL BE SUCCESSFUL OR ACHIEVE INVESTMENT OBJECTIVES; POTENTIAL FOR PROPERTY VALUE LOSS – ALL REAL ESTATE INVESTMENTS HAVE THE POTENTIAL TO LOSE VALUE DURING THE LIFE OF THE INVESTMENTS; CHANGE OF TAX STATUS – THE INCOME STREAM AND DEPRECIATION SCHEDULE FOR ANY INVESTMENT PROPERTY MAY AFFECT THE PROPERTY OWNER’S INCOME BRACKET AND/OR TAX STATUS. AN UNFAVORABLE TAX RULING MAY CANCEL DEFERRAL OF CAPITAL GAINS AND RESULT IN IMMEDIATE TAX LIABILITIES; POTENTIAL FOR FORECLOSURE – ALL FINANCED REAL ESTATE INVESTMENTS HAVE POTENTIAL FOR FORECLOSURE; ILLIQUIDITY – BECAUSE 1031 EXCHANGES ARE COMMONLY OFFERED THROUGH PRIVATE PLACEMENT OFFERINGS AND ARE ILLIQUID SECURITIES. THERE IS NO SECONDARY MARKET FOR THESE INVESTMENTS. REDUCTION OR ELIMINATION OF MONTHLY CASH FLOW DISTRIBUTIONS – LIKE ANY INVESTMENT IN REAL ESTATE, IF A PROPERTY UNEXPECTEDLY LOSES TENANTS OR SUSTAINS SUBSTANTIAL DAMAGE, THERE IS POTENTIAL FOR SUSPENSION OF CASH FLOW DISTRIBUTIONS; IMPACT OF FEES/EXPENSES – COSTS ASSOCIATED WITH THE TRANSACTION MAY IMPACT INVESTORS’ RETURNS AND MAY OUTWEIGH THE TAX BENEFITS.
For Accredited Investors Only. This communication is not an offer to sell or a solicitation of offers to purchase any securities. Offers and sales of interests shall only be made only to persons who qualify as accredited investors under applicable federal law and only by means of a confidential private placement memorandum (the “PPM”) that fully discloses the potential benefits and risks of the investment opportunity and subscription documents setting forth the definitive terms of the offering and the investment opportunity. This communication has not been approved or disapproved by the U.S. Securities and Exchange Commission (the “SEC”) or the securities regulatory authority of any state, nor has the SEC or any security regulatory authority of any statement passed upon the accuracy or adequacy of statements in this communication. Any representation to the contrary is a criminal offense. Investment involves a high degree of risk and is speculative as will be described in detail in the PPM and subscription documents. This communication does not constitute legal or tax advice to any prospective investor. Prospective investors must consult with their own legal, financial and tax advisors regarding the consequences to them of any prospective investment opportunity.
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