Stephen Holt
Independent Registered Representative at JRW Investments - Pasadena, California, United States
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JRW Investments
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Collectively, the members of JRW represent decades of experience and backgrounds in real estate, taxation, investment and securities analysis and structure. We work together to connect you to investment real estate that is customized to meet your needs. We have overseen the acquisition of over $1 Billion in real estate and private equity assets. In addition to providing clients with comprehensive real estate resources, we specialize in helping clients successfully navigate and complete their 1031 and 1033 exchanges to maximize the deferral of their taxes.We have the interactive tools, personalized advice, network of real estate providers, and experience you need to find the right real estate investments. We connect you with experienced tax, legal, and real estate professionals who will guide you through the investment process and, if applicable, your 1031, 1033, or 721 exchange. We also provide clients with access to an extensive selection of vetted off- and on-market properties and exclusive private equity offerings.Securities offered through Lighthouse Capital Group, LLC. Member FINRA/SIPC.http://www.finra.orghttp://www.sipc.org