Fortunately, the formatting of a PPM follows a predictive pattern, and information is laid out in a similar sequence in almost all PPMs. That enables us to provide a review of potential alternatives for investors seeking ALTS. Most of the requests are for Delaware Statutory Trust used in conjunction with a Section 1031 tax deferred exchange. Other investors will seek REITs, Oil & Gas Programs, IRA to ROTH conversions and other alternative investments seeking to diversify their portfolios. This is an overview and suggestion on how to review a PPM.
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