Tax & Investment

Returns are taxable and will be taxed as ordinary income or capital gains, unless the investment is held in a tax-deferred arrangement. Investments through tax-deferred arrangements may become taxable upon withdrawal from such arrangements. Wealth Migrate is not a tax and/or legal adviser. Owing to the complex tax reporting requirements associated with private equity and private real estate opportunities, viewers should consult with their financial or tax adviser or attorney before investing.

Real estate investments have certain risks, including possible liquidity of the underlying properties, credit risk, interest rate fluctuations and the impact of varied economic conditions. They should be considered long-term investments. Consult your financial adviser prior to investing.

All information herein is deemed accurate based on information as at the time of publication. Independent verification of facts is the investor’s sole responsibility.

Past performance is no guarantee for future returns. Past returns can be very misleading if there are reasons to believe that future market conditions are likely to be significantly different from those that shaped past returns. Please understand capital can be at risk and it is important for you to do your own due diligence to ensure everything meets your requirements before proceeding.