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AFA Financial Group Represents Redwood Westdale 1031, LLC as Sponsor in Securitized Real Estate Market "CALABASAS, CA - AFA Financial Group, LLC (AFA), the Broker-Dealer whose distinct business models, real estate+, rep+ and cpa+, pair real estate agents and CPAs with financial planners, and one of the country’s largest equity generators in the tenant-in-common (TIC), securitized real estate and alternative investment industries, announced that it is representing Illinois-based Redwood Westdale 1031, LLC, a commercial real estate investment firm, as its Managing Broker-Dealer for offerings in the securitized real estate market. ...">> Click here to read the full article
AFA Financial Group Experts To Speak At IMN´s 5th Annual Winter Forum On Real Estate Opportunity & Private Fund Investing. "Executives evaluate current market conditions and marketing methods to attract investors...">> Click here to read the full article
TICs May Take Off With New Guidance "Securities regulators advanced a rule change requested by the National Association of Realtors that could significantly increase the size of the tenant-in-common marketplace. ...">> Click here to read the full article
Proposed Sec Exemption Positions Sponsors To Benefit In Securitized Tenant-In-Common Market "CALABASAS, CA – The SEC recently released the “Notice of Application of the National Association of Realtors for Exemptive Relief Under Sections 15 and 36 of the Exchange Act and Request for Comment.” “While we believe that the proposed exemption will greatly benefit almost every facet of the securities and real estate industries, sponsor/syndicators will likely be the biggest winners as a result of the exemption,” said Daniel Oschin, Executive Vice President and Director of Real Estate Services of AFA Financial Group, a financial services broker-dealer. ...">> Click here to read the full article
AFA Financial Group Represents Cottonwood Commercial as Sponsor in Securitized Real Estate Market. " Salt Lake City-based Cottonwood Capital, a real estate investment and asset management company, as its Managing Broker-Dealer for offerings in the securitized real estate market....">> Click here to read the full article
AFA Financial Group Represents Evergreen Realty Group, LLC as Sponsor in Securitized Commercial Real Estate Market "Since 1999, Pasadena-based Evergreen Realty Group has completed 38 private placements of securities for garden apartments, "Collegiate Living" off-campus communities, senior housing...">> Click here to read the full article
AFA Financial Group Represents Equitable Companies, LLC as Sponsor In Securitized Real Estate Market. "Equitable Companies has an excellent track record in the TIC market, as well as a strong management structure and customer-centric business model. We look forward to building up on their success and enhancing their marketing strategies....">> Click here to read the full article
AFA Financial Group Hosts Annual National Conference. "AFA Financial Group, LLC (AFA) will be hosting its annual National Conference October 17-21, 2007 held at the Universal City Hilton in Universal City, CA....">> Click here to read the full article
Real Estate Southern California - October 2007 "Daniel Oschin was quoted in Real Estate Southern California's story, "And the Market Played On." Mr. Oschin discussed the impact of rising Southern California property prices and this summer's credit crunch on 1031 investors' annual returns, noting that it's almost impossible for 1031 investors to purchase property under these difficult conditions. Although, September figures demonstrated improved market conditions, 1031 exchanges were still not a powerful force in the investment community...."
AdvisorMax - September 17, 2007 "AdvisorMax quoted Daniel Oschin in the story, "Innovative Ways to Work with Real Estate Agents." Mr. Oschin discussed the advantages of becojming a securities-licensed real estate agent and partnering with a qualified financial planner, which enables the agent to grow and diversify his/her business...."
AFA Financial Group Represents BNI Equities as a Sponsor in Securitized Commercial Real Estate Market. "BNI, an affiliate of Barclays North Inc., has extensive experience in land entitlements and commercial properties such as grocery stores, retail centers and office buildings. "In order to continue on a growth path, the securitized real estate industry needs firms like BNI," said AFA Chairman Alan Shorr. ...">> Click here to read the full article
BD In Focus: AFA Financial Group, LLC "AFA Financial Group LLC was formed in the late 1990s as Accountants Financial Alliance...">> Click here to read the full article
AFA Financial Group Represents SCI Capital Group, LLC as Sponsor in Securitized Commercial Real Estate Market. "AFA to assist SCI Capital Group with strategic entrance into securitized real estate market...">> Click here to read the full article
AFA Financial Group Nominated For 2007 Tenant-In-Common Association "ACE" Award. Firm Recognized For Excellence In The Tenant-In-Common Industry. "The ACE award is a members-only award recognizing firms for their commitment to excellence, high standards and ethics in the tenant-in-common industry. Awards will be presented at the 2007 Annual TICA Conference being held in Las Vegas, NV October 7-9, 2007. TICA is the only national trade association which represents professionals involved in providing tenant-in-common investments to the industry....">> Click here to read the full article
AFA Financial Group experts to speak at 2007 Tenant-In-Common association Conference. "Daniel Oschin and Angela Strauss educate registered reps on market trends and increasing business profitability. ...">> Click here to read the full article
AFA Financial Group Represents Berkley Capital as Sponsor in Securitized Commercial Real Estate Market. "San Francisco-based Berkeley Capital specializes in industrial value-added funds and real estate investment trust (REIT) programs with significant principal expertise in this asset class for over 30 years....">> Click here to read the full article
AFA Financial Group Experts to Speak at 2nd Annual Texas Tenant-In-Common Transactions Forum. "Daniel Oschin and Alan Shorr examine market trends, tenant-in-common/1031 investments and due diligence issues...">> Click here to read the full article
AFA Financial Group experts to speak at IMN's 6th Annual Symposium for high net worth real estate investing. "Executives evaluate tenant-in-common/1031 investments and keys to attracting high net worth investors...">> Click here to read the full article
AFA Financial Group Represents W Properties As Sponsor In Securitized Commercial Real Estate Market. "Dallas-based W Properties is offering various investment opportunities such as debentures, development programs, funds and tenant-in-commons (TICs) that will facilitate the redevelopment of Gulf Opportunity Zone (GO-Zone) properties - regions devastated by hurricanes....">> Click here to read the full article
Managing Broker-Dealer AFA Financial Group Hires Vice President of Alternative Investments. Real Estate Veteran Angela Strauss Joins Managing Broker-Dealer Team. "Ms. Strauss is a key executive within the Managing Broker-Dealer Team bringing extensive experience from the commercial real estate industry....">> Click here to read the full article
AFA Financial Group Promotes Vicky Sangriu to Assistant Vice President of Alternative Investments "Ms. Sangriu, a licensed real estate borker, recently obtained her MBA with Special Distinction in Finance from California State University, Northridge, where she previously received a B.S. in Finance and Real Estate...">> Click here to read the full article
Managing Broker-Dealer AFA Financial Group Presents DIS Partners as Sponsor in Securitized 1031 Exchange Market. "AFA Financial Group, LLC (AFA), the Broker-Dealer whose distinct business models, real estate+, rep+ and cpa+, pair real estate agents and CPAs with financial planners, announced that it is representing DIS Partners, a commercial real estate investment firm, as a sponsor in the securitized real estate marketplace...">> Click here to read the full article
Get More Than Your Two Cents Worth. "Serve your clients' best interest. Expand your practice. Increase your net income That's AFA Financial Group's CPA+ program...">> Click here to read the full article
Top Story: Distribution Channels, Deal Performance Hot Industry Topics "New entrants on the broker-dealer side of the business, particularly from larger, household-name players, could be good for the TIC market, industry leaders say...">> Click here to read the full article
Southern California: Global Investment Takes Off. But is it worth the trip? "Though it can be very profitable, many experts are re-evaluating the tenant-in-common industry...">> Click here to read the full article
AFA Financial Group Expert Examines Performance Issues in Tenant-In-Common Market at Realshare TIC Conference. "Daniel Oschin, Executive Vice President and Director of Real Estate Services for AFA Financial Group, LLC, (AFA) will be moderating a panel, "Performance Matters: When is a Problem Not "Just Real Estate"?" at the 2nd Annual RealShare TIC conference on June 14th at the Millennium Biltmore Hotel in Los Angeles...">> Click here to read the full article
Performance Matters: When is a Problem Not "Just Real Estate" "Performance? It is a topic that is getting more attention and discussion in the TIC marketplace. There are at least anecdotal stories of deals under performing, but to what extent exactly the TIC market is experiencing problem properties is difficult to assess. Some BDs and reps are beginning to be more vocal and assertive in asking for sponsors? performance and track record information, but practices on providing this information appear to vary widely...">> Click here to read the full article
Integrating Financial Services into Your CPA Practice. "The state law that allows CPAs to collect fees for the sale of financial services and products has opened new vistas of opportunity both in terms of increased firm revenue and a deeper level of client service...">> Click here to read the full article
AFA Financial Group Presents 2006 Partner Apprecication Awards. "AFAFinancial Group, LLC, a financial services broker-dealer, honored its Managing Dealer Sponsors and industryaffiliates with Partner Appreciation Awards during a hosted dinner at the 2007 Tenant-In-Common Association(TICA) Spring Symposium in Washington, D.C. The ceremony recognized those partnerships that led to thetransaction of over $1 billion in real estate in 2006...">> Click here to read the full article
AFA Real Estate Director Discusses Tenant-In-Common Market at Greater Souther California Chapter CCIM Broker Round Table "The panel consisted of broker-dealers and sponsors that specialize or have extensive background in 1031 exchanges and TIC investments. "We see changes around the bend in the securitized TIC market. Smart sponsors and broker-dealers are looking ahead and assessing those changes, and preparing to meet a shifting market demand," said Daniel Oschin...">> Click here to read the full article
TOP STORY: Pressure Builds for Sponsors to Better Disclose Performance "Salt Lake City - Performance is a topic that is not going away in the TIC marketplace. It is being discussed more and more among many active participants. Concern about under performing properties and a general lack of information about many sponsors' performance are the key issues. Now pressure is beginning to mount on several fronts that could change the kind of TIC property track record information that broker-dealers, reps and investors could access...">> Click here to read the full article
AFA Financial Group recognized by CPA Wealth Provider in 4th Annual Financial Planning Awards. "Each year, the chief editors of Accounting Today, CPA Wealth Provider, Practical Accountant and WebCPA review nominations submitted in the following categories: CPA/financial planning firms, broker/dealers, and financial planning software vendors. Those who are acknowledged have shown outstanding leadership through innovation, efficiency, initiative or growth in the financial planning area...">> Click here to read the full article
AFA Real Estate director discusses marketing of 1031 exchange and tenant-in-common investments at the 2007 tenant-in-common association symposium. "It's critical for representatives and Broker-Dealers to be aware of the guidelines and complex parameters for maintaining compliance in this industry...">> Click here to read the full article
AFA Financial Group represents partner appreciation awards to 2006 managing dealer sponsors & affiliates at TICA symposium "The ceremony recognized those partnerships that led to the transaction of over $1 billion in real estate in 2006...">> Click here to read the full article
Expects Agree, Investor Communications Key When Problems Arise. "Expects Agree, Investor Communications Key When Problems Arise...">> Click here to read the full article
TIC Monthly Real Estate+ Article. "AFA FinancialGroup LLC has launched a new program that helps real estate agents obtain their securities licenses and then pairs them with financial planners to work with clients interested in investing in tenant-in-common deals...">> Click here to read the full article
San Fernando Valley Business Journal Article regarding AFA Financial Group. "Legislative changes were opening the door for CPAs to sell securities and other financial instruments, and Shorr and Reiff, both accountants turned financial planners, figured a firm that essentially acted as a financial service department for accountants would be just what they were looking for...">> Click here to read the full article
Kelly Colvin Joins AFA Financial Group as Vice President of Real Estate Brokerage Services. "Continuing its senior-level management expansion to accommodate business growth, AFA Financial Group, LLC, a financial services broker-dealer, announced the hiring of Kelly Colvin as Vice President of Real Estate Brokerage Services...">> Click here to read the full article
AFA Financial Group Pairs Real Estate Agents With Financial Planners In Securitized Tenant - In - Common Real Estate Market. "Real Estate+ Program Enables Commercial Real Estate Agents To Foster Long-Term Client Relationships...">> Click here to read the full article
AFA Financial Group Presents DeSanto Realty Group As Sponsor In Securitized Tenant-In-Common Real Estate Market. "Established in 1951, DeSanto Realty has been involved in the acquisition and management of hundreds of retail, office, and warehouse properties...">> Click here to read the full article
Financial Advisor Magazine Article. "CPAs topped the list of most trusted financial advisors... in a recent survey ofindividual investors...">> Click here to read the full article
Wealth Magazine Article. "When it comes to ethics and trustworthiness among financial professionals, CPAs and CPFs rank the highest...">> Click here to read the full article
AFA Financial Group Presents CORE Realty Holdings as Sponsor In Securitized Tenant-In-Common Real Estate Market. "CORE has successfully closed a variety of securitized TIC investments over the previous two years. Conservative underwriting and extensive acquisitions expertise has led CORE's offerings to sell out very quickly and their managed properties to exceed net income projections...">> Click here to read the full article
AFA Financial Group Presents Franklin Capital Group as Sponsor In Securitized Tenant-In-Common Real Estate Market. "Building on its experience in the acquisition and development of 110 apartment projects in 22 states with a capitalized value in excess of $850 million...">> Click here to read the full article
AFA Financial Group expert explores the secondary market sale of TIC properties at realshare TIC conference. "Daniel Oschin, Director of Real Estate Services with AFA Financial Group, LLC, (AFA) participated in a panel on the Secondary Tenant-in-Common (TIC) Market at the RealShare TIC Conference, one of the industry?s leading networking meetings, held on June 20, 2006 at the Argent Hotel in San Francisco...">> Click here to read the full article
Bruce M. Ross joins AFA Financial Group as the new Chief Financial Officer "Continuing its senior-level management expansion to accommodate business growth, AFA Financial Group, LLC (AFA), a financial services broker-dealer, announced the hiring of Bruce M. Ross as Chief Financial Officer...">> Click here to read the full article
Findings from AFA Financial Group Commissioned Survey of 1,000 Individual Investors Underlying Trust In CPA?s "An AFA Financial Group, LLC commissioned survey of 1,000 individual investors asked survey takers to rate the level of ethics and trustworthiness of eleven professions that provide financial advice to individual investors. The survey found that:as • CPA's and Certified Financial Planners were ranked the top two "extremely trustworthy" professions • 61% of the survey respondents indicated that they would be comfortable with a CPA, who is licensed to provide financial products/services, providing personal investment advice; • 83.84% said they would be comfortable with the CPA also providing financial advice after full and complete disclosure of his/her commission. ..." >> Click here to read the full article
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