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This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC.

Doing Well by Doing Good with Heidi Wheatley of Keystone National Properties

Heidi Wheatley is the Chief Operating Officer of Keystone National Properties, a real estate firm providing tax-advantaged and impact real estate investment opportunities for accredited investors while making a positive difference. Their Hallmark is “doing well by doing good.”

“I found my way into financial services with a broker-dealer. That's where I met Mike Packman, who is our CEO. Years later we reconnected and learning about Keystone from Mike, his vision for the company, and knowing who he is, helped me decide to join the team. I love being a part of Keystone’s exciting growth. I like the strategy, the day-to-day running of the business, and managing a team. Mike is exceptional at capital raising, building relationships, and identifying opportunities, so it all works really well. I like to champion people and their abilities, and help them grow so that they feel rewarded and valued. The journey to Keystone was a long path, but worthwhile. I've finally found what I've been looking for.

We launched our 1031 DST business to potentially help clients with capital preservation, generate predictable income, and, most importantly, defer capital gains tax. 1031 real estate exchanges have long been part of the tax code, providing real estate investors with an opportunity to sell profitable investment assets and defer paying capital gains tax by purchasing a like-kind property. With this type of exchange, clients can buy rental houses, condominiums, shopping centers, or warehouses while still deferring their capital gains and maintaining their real estate portfolio allocation. The main difference between a 1031 exchange and a DST is that the investor takes the proceeds from their 1031 exchange sale and invests it into a DST; moving from an active property manager to a passive one. The property is professionally managed, so the investor doesn’t have to worry about the day-to-day hassles that come with active property management.”

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Heidi Wheatley, Chief Operating Officer

Keystone specializes in the sponsorship of tax-advantaged and impact real estate investment opportunities for accredited investors and Family Offices. Founded in 2016 by Mike Packman, Keystone’s team is passionate about delivering value, the strategic growth of the firm, and positively impacting the world. The firm’s founding philosophy is “Doing well by doing good.”

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