EquityBuild Announces Plan For Time Expiring “GO Zone” Tax Incentives

Torrance, CA (PRWEB) September 25, 2008

Florida-based EquityBuild is a real estate investment company that is offering investors a plan to take advantage a special government tax shelter program that runs out at the end of 2008.

With the passage of the Katrina Emergency Tax Relief Aid of 2005 and the Gulf Opportunity (GO) Zone Act of 2005, Uncle Sam extended a golden opportunity to shelter up to $ 25,000 of taxable income through a generous 50% first-year depreciation deduction for residential rental property located in areas impacted by the 2005 hurricane season.

This is in addition to the normal straight-line depreciation deduction. To top it off, the allowance is deductible even against the alternative minimum tax. It doesn’t get any better than that.

But it can get worse. Congress gave this jewel-of-a-tax break a short shelf-life, setting a sunset date of December 31, 2008. “A turnkey program makes participation in the benefits of income property ownership very easy for a person like me who does not have a tremendous amount of expertise in the field,” says Ramon Blanco, a network systems analyst living in Naples, Florida. “By taking advantage of that 50% depreciation bonus, I figure we can probably save ourselves about $ 15,000 in income taxes this year.”

“I’m already reaping significant tax benefits, realizing savings both last year and this year,” says David Wilson, who resides in Charlotte, North Carolina and works in the information technology industry. “This tax savings is a very key element of the business model for the equity-building program I’m involved with.”

Turnkey specialists facilitate the tax savings

The program Wilson refers to is southwest Florida-based EquityBuild, Inc. Founded and managed by real estate investor Jerry Cohen. Having handled more than 1000 transactions within his 25 years in real estate, Cohen perfected a proprietary econometric model that identifies undervalued and outperforming markets. His EquityBuild program is one of the first and largest of its kind to link individual investors with qualifying homes in the GO Zone. As few investors have the time to hop a plane to the Gulf coast, negotiate a house purchase, renovate it and lease it before December 31, a program such as this succeeds by quickly handling all aspects of the process, from soup to nuts.

“The fact that they take care of the details is really wonderful, making it very easy to invest,” says Sue Horowitz of Naples, Florida. “As a real estate agent, I’ve done property management before, and have been involved with other investments that were horrendous. But with a program like EquityBuild I never have to worry about anything. They handle it for me.”

Of course, the foundation for succeeding with any real estate investment involves identifying the ideal community in which to invest. Any of 91 counties within the three state area will qualify for the 50% depreciation allowance, but hooking up with one that represents a good long-term investment vehicle with potential appreciation and a good income stream demands a higher level of due diligence.

In the case of EquityBuild, Cohen targeted Jackson, Mississippi as the bull’s-eye for investment success–for good reason. In 2006, Partners for Livable Communities identified Jackson as one of America’s “Top 30” communities in which to live. Considering economics only, the 2000 census pegged the median single-family home price in Jackson at $ 64,400, making it the ninth most undervalued metro region in the U.S. According to a March 2007 housing valuation report by National City Corporation, Jackson ranked in the top three percent of 317 metro areas for housing affordability.

By collecting the rents and maintaining the properties long after the initial lease is signed, these programs encourage investors to hang in for the long run. Flipping is discouraged in favor of traditional value-based cash-flow real estate investing that possesses the potential for appreciation. The fact that the investor actually holds title to each property–as opposed to a securitized interest in a pool of homes–also serves to foster a sense of ownership for the duration.

If Jackson’s appeal as a sure-fire income property location offers reason enough to invest there; the generous depreciation allowance acts as icing on the cake. To ensure that the maximum tax benefits accrue to the investor, these turnkey programs provide all the accounting information necessary to cash in on this once-in-a-lifetime tax windfall. Those who require even more assurance that every move complies with IRS regulations are usually referred to qualified CPAs who specialize in the GO Zone depreciation allowance.

“I own seven houses right now, most in Jackson, Mississippi, continues Wilson. “These tax benefits are pretty aggressive, so it’s kind of refreshing to have someone guide you. The house selection, the property management, the tax advice; all those elements are steered by EquityBuild. You only have to get a little involved in financing and signing documents, but otherwise it’s pretty hands-off.”

A Real Estate Investor wishing to take the IRS up on its offer needs to act fast.

For more information, contact EquityBuild, Inc. at (800) 261-0648 or visit http://www.equitybuild.com

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Industry Leader Announces Great Strides Helping Homeowners Reduce Foreclosures And Achieve Affordable Mortgage Payments.

Palm Beach Gardens, Fla. (PRWEB) October 28, 2008

First Universal Lending, announced today that it has been achieving a large volume of success in it’s ongoing negotiations with lending institutions to help their clients with their loan modifications, and in particular has been conducting settlement conferences with lenders in the offices of First Universal.

First Universal Lending has built an extensive working relationship with a number of lenders and mortgage servicing facilities nationwide, and now has a number of them actually visiting their corporate office on a weekly basis to handle the large volume of clients directly.

First Universal Lending helps thousands of clients by handling the often tedious and difficult task of renegotiating their current mortgage terms with their existing lenders. This is accomplished through First Universals vast group of highly trained professionals, and state of the art software systems, all designed with the goal of achieving complete client record automation, and speed along with efficiency thus saving their clients from the hours and hours of back and forth dealings with their often unorganized and overburdened lender.

About First Universal Lending LLC

First Universal Lending LLC is a lender that has been servicing retail clients since 2002 and the wholesale and securitization enterprises dates back to 1994. With billions of dollars in transactions and a group of in excess of 200 in personnel, First Universal is a leading private company in the consumer finance industry. The firm is a member of the Better Business Bureau and after servicing in excess of 100,000 thousand clients the firm has a “B” Rating andhas a complaint rate of less than one half of one percent. The firm also has had additional strategic relationships throughout its existence with high profile lending institutions and service providers/counter parties, including Washington Mutual, Lehman Brothers, HSBC Bank, Goldman Sachs, mortgage division and the Lending Tree group of companies. The firm provides additional financial industry services through a number of other affiliated enterprises, including but not limited to, Emery Fed Inc., which is a division of Emery Federal Credit Union and Western Thrift & Loan — a depository institution that has the approval to provide loans through major financial institutions in the majority of all states in North America.


New York Law School Announces New Master’s Degree in Real Estate Law

New York, NY (PRWEB) November 6, 2008

New York Law School, one of the oldest independent law schools in the nation, today announced that it will offer an LL.M. degree in Real Estate Law, the only program of its kind in New York City and one of only four in the nation, to begin in the spring 2009 semester.

“The program will allow our students the opportunity to learn about real estate in the real estate capital of the United States,” Dean and President Richard A. Matasar said. “With the launch of the Law School’s Center for Real Estate Studies last year and the addition of four wonderful real estate experts to our faculty, New York Law School is developing a leading presence in the area of real estate law.”

The degree will initially offer two concentrations: one in Finance and Development and the other in Public Policy and Regulation. The program will help students develop the skills needed to excel in transactional practice or governmental affairs related to real property development, and provide them with a rich understanding of the interrelated legal issues, business principles, and policy concerns involved in real estate transactions, development, and financing. The LL.M. is designed to be flexible, allowing full-time students to complete the 27-credit program in one year, while part-time students can be enrolled in the program for up to four years.

The program will be directed by Professor Marshall Tracht, a real estate expert who was recruited from Hofstra Law School to develop the LL.M. degree at New York Law School. Along with Professor Tracht, the Law School has hired three other leading property and real estate professionals to help develop the School’s real estate programs: Professor Richard H. Chused from Georgetown University; Professor Gerald Korngold from Case Western Reserve University; and Professor Elise Boddie from Fordham Law School.

New York Law School’s LL.M. program will offer a wide array of courses taught by a mix of full-time faculty and leading practitioners from the New York City bar, and will emphasize business knowledge and skills such as contract negotiation and drafting, as well as more traditional study of legal principles. In keeping with its focus on the challenges and opportunities of practice in the real world, it is the only program in real estate law to require a course in the complex ethical issues surrounding real estate practice, business, and regulation.

“The LL.M. in Real Estate is part of New York Law School’s continuing emphasis on developing innovative programs that prepare students to excel in the practice of law,” said Professor Tracht. “By allowing students to study advanced topics in law, business, and regulation, and to develop their professional skills through close instruction from leading members of the real estate industry, the LL.M. curriculum will provide the tools needed to practice law at the highest levels, or to make the transition from legal practice to a career on the business side of real estate.”

The creation of the new LL.M. degree comes a little more than a year after the Law School launched its seventh specialized academic center, the Center for Real Estate Studies, dedicated to the study of both the private practice of real estate law and the public regulation of real estate. The Center is led by Professor Andrew R. Berman. The Center and the LL.M. program will be integrated, providing real estate opportunities for J.D. and LL.M. students, as well as events for alumni and the real estate community at large. The LL.M. program will also draw on the offerings of the law school’s Center for New York City Law, run by Professor Ross Sandler, which offers unique courses and programs on governmental policy and land use in NYC.

The primary faculty members affiliated with the new LL.M. program are Professors Berman, Boddie, Chused, Korngold, and Tracht.

Professor Berman, formerly a partner with Sidley Austin Brown & Wood’s New York Real Estate Group, spent nearly 15 years in private practice prior to joining the Law School. He has represented clients in all aspects of commercial real estate finance, including complex financing transactions such as mezzanine loans, preferred equity, and financing intended for securitization markets. He has extensive experience in real estate development projects, the sale and acquisition of real property and mortgage loan portfolios, and complex commercial leasing. He has been teaching at New York Law School since 2002. Some of the courses he teaches are Landlord-Tenant Law, Cooperatives and Condominiums Law, and Real Estate Transactions and Finance.

Professor Elise Boddie joined New York Law School this past year. Most recently, she was Visiting Assistant Professor of Law at Fordham Law School. Her expertise includes land use planning and state and local governmental law. Prior to joining Fordham, she was an Associate Director of Litigation at the NAACP Legal Defense & Educational Fund. She also worked at Fried, Frank, Harris, Shriver & Jacobson, where she practiced corporate litigation.

Before joining the New York Law School faculty this past fall, Professor Richard H. Chused was Professor of Law at the Georgetown University Law Center. He is an expert on an expert on property law, law and gender, copyright law, and cyberlaw. His recently published work includes a work on the treatment of the poor in American landlord-tenant law, a lengthy history of the famous landlord-tenant case Javins v. First National Realty Corporation, and a history of landlord-tenant court in New York City at the turn of the twentieth century.

Professor Gerald Korngold also joined the Law School this past fall, from Case Western Reserve University, where he was a professor and served as Dean from 1997 to 2006. He was a professor at New York Law School from 1979 to 1987 and Associate Dean for Academic Affairs from 1984 to 1986. In addition to many articles, he is the author of Private Land Use Arrangements: Easements, Covenants, and Equitable Servitudes (2004); co-author of two casebooks, Real Estate Transactions (2004) and Cases and Text on Property (2004); and co-editor of Property Stories (2004).

Professor Marshall Tracht will direct the LL.M. program. He teaches Bankruptcy, Real Estate Transactions and Finance, and Advanced Real Estate Financing. He is co-author of a leading textbook on real estate law, a member of the editorial board of The Banking Law Journal, a contributing editor to the Real Estate Law Report, and has written extensively in the areas of real estate development and construction financing, workouts, and bankruptcy. He is also the co-author of Land Transfer and Finance: Cases and Materials. Before going into academia, Professor Tracht practiced in the real estate and bankruptcy groups at Arnold & Porter LLP in Washington, D.C., and clerked for the United States Bankruptcy Court for the District of Columbia.

For more information about the LL.M. in Real Estate Law, please visit http://www.nyls.edu/realestate.

About the Center for Real Estate Studies:

The Center for Real Estate Studies (CRES) at New York Law School provides students with a unique educational opportunity to study both the private practice and public regulation of real estate. Leveraging the School’s location in the prime real estate market of New York City, the Center enables students to gain practical experience in the real estate community and make contacts for future employment. Launched in 2007, the Center offers an extensive selection of classroom courses, advanced seminars, and independent study projects, as well as externships in governmental offices and real estate firms. It also sponsors conferences, symposia, and continuing legal education programs on a broad spectrum of issues. The Center for Real Estate Studies aims to help bridge the existing gap between the private practice and academic study of real estate, and is becoming one of the premier research centers in the country for the study of real estate.

About New York Law School:

Founded in 1891, New York Law School is an independent law school located in lower Manhattan near the city’s centers of law, government, and finance. New York Law School’s renowned faculty of prolific scholars has built the School’s strength in such areas as constitutional law, civil and human rights, labor and employment law, media and information law, urban legal studies, international and comparative law, and a number of interdisciplinary fields. The School is noted for its eight academic centers: Center for International Law, Center for New York City Law, Center for Professional Values and Practice, Center for Real Estate Studies, Center on Business Law & Policy, Center on Financial Services Law, Institute for Information Law & Policy, and Justice Action Center. New York Law School has more than 13,000 graduates and enrolls some 1,500 students in its full- and part-time J.D. program and its Master of Laws (LL.M.) in Taxation program. http://www.nyls.edu


Seyfarth Shaw Announces Establishment of Covered Bonds Team : Specialized Attorneys Help Clients Understand and Capitalize on Emerging Investment Opportunity in the United States

NEW YORK (PRWEB) November 6, 2008

The Covered Bonds Team will work under the direction of Shirley Curfman, partner in the Corporate Practice Group in the firm’s Los Angeles office, and Nanette Heide, partner in the Corporate Practice Group in the firm’s New York office. Curfman, who recently joined the firm’s Los Angeles office, has provided legal advice in the structured finance market for over 10 years and served as legal counsel to the mortgage bond indenture trustee in one of only two covered bond transactions in which U.S. financial institutions issued bonds. Heide’s practice focuses on corporate and financing transactions, including equity and debt financings, mergers and acquisitions, strategic alliances, joint ventures and commercial transactions. Curfman and Heide are joined by other attorneys in the Corporate and Real Estate Practice Groups, including Peter Korda and Andrew Pearlstein.

“Seyfarth Shaw is well-positioned to help clients understand and initiate covered bonds offerings,” Heide said. “Drawing on experience in structured finance, as well as Shirley’s insights into the structure of covered bonds, we are ready to meet the needs of our clients in this expanding market.”

Covered bonds are debt securities backed by cash flows from mortgages or public sector loans. In many ways, they are similar to asset-backed securities created in securitization, but covered bond assets remain on the issuer’s consolidated balance sheet. Covered bonds have been the main source of mortgage funding in Europe since the 18th century, but to date, only two U.S. depository institutions have issued covered bonds. The U.S. Treasury Secretary Henry Paulson and the Federal Deposit Insurance Corporation have been promoting a covered bond market strategy as an attractive source for funding residential mortgage loans. As a complement to the policy statement previously issued by the FDIC, the Treasury Department recently issued a best practices guide to specifically address covered bonds backed by pools of eligible residential mortgages.

“I’m pleased that covered bonds, long utilized in Europe, are making their way into the U.S. market as an additional funding source for mortgage loans,” Curfman added. “We have the resources, skills, and experience with covered bonds to work with lenders to effectively structure these financing vehicles.”

Seyfarth Shaw is a full-service law firm with over 750 attorneys located in nine offices throughout the United States including Chicago, New York, Boston, Washington D.C., Atlanta, Houston, Los Angeles, San Francisco and Sacramento, as well as Brussels, Belgium. The firm provides a broad range of legal services in the areas of real estate, labor and employment, employee benefits, litigation and business services. Seyfarth Shaw’s practice reflects virtually every industry and segment of the country’s business and social fabric. Clients include over 200 of the Fortune 500 companies, financial institutions, newspapers and other media, hotels, health care organizations, airlines and railroads. The firm also represents a number of federal, state, and local governmental and educational entities. For more information, please visit http://www.seyfarth.com.

Nomis Solutions Announces Pricing and Profitability Management Suite for Retail Banks

San Bruno, CA (PRWEB) December 2, 2008

Nomis Solutions, a leader in best-in-class Pricing and Profitability Management for financial services companies, today revealed its expanded suite of solutions and services for optimal customer acquisition and portfolio management. Available immediately, the Nomis Solutions Pricing and Profitability Management SuiteTM for Retail Banks capitalizes on Nomis Solutions’ domain expertise within retail banking. Through a combination of advanced analytics, innovative technology, and tailored business practices and processes, the Suite for Retail Banks improves financial and operational performance on both sides of the balance sheet.

“In today’s turbulent market, pricing has taken on a new level of importance,” shared Kathleen Khirallah, managing director and practice leader of the banking practice at TowerGroup. “Consumer lending executives need to ensure they are appropriately pricing for profit and risk. Deposits executives need to price appropriately to achieve funding targets without ‘giving away the farm.’ These goals can only be successfully achieved by using an understanding of customer response to pricing — a key insight that is missing from most pricing decisions today.”

With a scarcity and higher cost of capital, unstable portfolios, and an unpredictable competitive landscape, bank executives need to be proactive and look for new approaches to pricing and profitability management. This begins with the rates they offer consumers for loans and deposits products. With the ability to quantify consumer response to pricing, executives can align pricing goals and a pricing strategy with business objectives and financial performance targets. Because they are able to forecast what new loans they can expect to acquire before putting actual prices into the market, banking and finance management can have an intelligent debate on the inevitable tradeoffs such as profit, volume and risk goals, tier/term mix, credit score distribution, and loan-to-value (LTV) that will occur as a result of a pricing action.

Once performance goals are set, prices can be optimized to achieve profit, volume and balance targets from the loan portfolio level down to the micro-segment level. Executives can measure the impact of a competitor price change or recent exit on their business. The benefits include: increased profits and/or market share, higher returns on assets, improved deposits balances, more control over risk, a cohesive view of key performance indicators (KPIs) and the use of a more structured, repeatable and efficient pricing process.

For lenders, the ability to predict the impact of price on consumer response enables them to optimize their credit and term mix within the context of their risk and asset backed securities (ABS) conduit tolerances. For deposits executives, an understanding of consumer response to deposit rates at the point of sale and renewal helps drive incremental margin improvements and helps banks reduce its overall cost of funds.

“Although pricing is one of the most effective ways to immediately impact financial performance, it’s dramatically underutilized by most banks today,” said Frank Rohde, chief marketing officer at Nomis Solutions. “Our analysis shows that responsiveness to price is changing on a weekly or bi-weekly basis, which is the most rapidly changing consumer behavior that we’ve witnessed to date. Executives need to better understand and quantify how this changing behavior is impacting their performance and if and when to make price changes in order to meet their business objectives.”

Three integrated solutions comprise the Pricing and Profitability Suite for Retail Banking:

Woodbridge Investments LLC Announces Auction Site for Investments in Structured Settlement and Lottery Receivables

New York, NY (PRWEB) April 27, 2009

Scott Schwartz, Vice President of Woodbridge Investments has today announced the launch of a new auction site to bring high yield investment opportunities to investors nationwide. Schwartz stated, “Up to now we would have never offered these investments to individual investors since our institutional demand was so strong.” But he added, “Due to the recent financial crisis and lack of a dependable securitization market, we are now offering these high yield investment opportunities to private investors in an auction format.”

Lottery winners and Structured Settlement recipients are usually paid in long, drawn-out monthly or annual payments. Woodbridge goes to court and gets a court-ordered assignment of these payments paid directly to the investors by either the state lottery commissions or by major insurance companies such as Allstate, Hartford, AIG or others.

Schwartz further added, “What better opportunity is there out there today? Court ordered directly into the investors name paid directly by insurance companies yielding up to 11%. I have never ever seen a default of a lottery payment by a state agency.”

Woodbridge and its predecessor companies have been purchasing lotteries and structured settlements since 1993. Woodbridge has helped thousands of people gain access to their future payments, allowing them to sell their annuity payments, structured settlements or lottery payments for cash now.

For more information about Woodbridge Investments, LLC or to make a high yield investment, contact Scott Schwartz at 866-865-7044.


Woodbridge Structured Funding LLC Announces Second Quarter Results

(PRWEB) August 13, 2009

Studio City, CA Buoyed by an insatiable investor appetite for Selling Structured Settlements and Lottery Payment investments, Woodbridge has reported record second quarter results. Scott Schwartz, executive vice president of Woodbridge announced, “Since the financial meltdown of fourth quarter we have seen incredible demand from both the selling side and investor side.

Our customers now have only one way of realizing cash and that is from the sale of their structured settlements or annuity. The days of refinancing and taking on new credit card debt are over as banks have cut way back and reduced credit lines and credit card limits for customers.”

Schwartz continued, “On the investor side since the securitization market collapsed and we switched over to marketing our products to private investors we have been inundated with investors seeking the safety and comfort of high yielding investments backed by “A” Rated insurance companies or state lotteries.”

Schwartz added, “Our product is one notch under treasury and yield 500 to 700 basis points more. It’s is no wonder that our product is flying out the door.”

Woodbridge Structured Funding LLC is a pioneer in the financial services industry. Over fifteen years ago, we innovated the purchase of future payments in return for a lump sum. Since 1993, Woodbridge Structured Funding LLC, its predecessor companies and founders, have bought hundreds of millions of dollars of lottery winnings, jackpots, structured settlements, annuities, mortgages and deeds of trusts–one satisfied customer at a time.

Woodbridge Structured Funding LLC can be found online at http://woodbridgeinvestments.com/

Press Contact:

Scott Schwartz

Woodbridge Structured Funding LLC


(866) 865-7044


Bluestone America Announces The Offering of Its Preferred Wealth PPM

Los Angeles, CA (PRWEB) February 18, 2010

On April 9, 2009, Bluestone America announced the initial release of its Preferred Wealth PPM offering. This PPM is projected to be the cutting edge standard setter for future debt and securitized investments and it is our goal to make this available to all institutional and accredited investors. Bluestone America intends for its Preferred Wealth PPM to be a key player in providing instruments which command high ratio securitization of debt for all global markets.

The new PPMs advantages include No volatility and No market risk as the investment is not tied to any stock, bond, mutual fund or any other deterring market factors that may come in to play. The PPM has a minimum 5:1 Securitization ratio where every investors dollar is backed by Longevity Assets equaling 5 dollars. The current fixed rate of return on the instrument falls between nine and twelve percent (9-12%) per annum coupon rate. Required is an initial minimum contractual period of twelve (12) months with the option to extend that contract for additional periods.

If the investors choose, they may fund their investment through the use of their existing qualified retirement plan. There are no early withdrawal fees and investors can rest assured that the retirement funds are controlled by a qualified custodian. Management fees are increasingly lower for each successive year of participation. Historically, managed Longevity Asset ownership has seen a double-digit rate of return the past sixteen years.

The investing strategy of this new PPM is a buy and hold to maturity of a diversified portfolio of United States based life insurance policies called Longevity Assets. The monitoring of specific areas of individual insurance companies such as exposure to, credit rating classes, individual insured persons and classes of health impairments, helps us to achieve the diversification that is needed for the fund.

The Preferred Wealth PPM offers two different debt instruments to potential investors. The first is the Traditional Program and embodies one revenue stream which is a fixed return of nine (9%) to twelve percent (12%) per annum as a gross coupon rate with a three percent (3%) Management Fee. The second program is The Deferred Dividend Program which allows the compounding of the investment, delivering a substantial increase in the projected Annualized Net Rate of Return.

The new PPM will give financial advisors and fund managers an opportunity to present all possible risks to the investor and how this private placement has overcome each of them with simple historical actuarial data. There are no derivative factors at work here, states Charles Nam, CEO of Bluestone America. For too many years we have had to direct our clients into unsure and risky investments or safe investments with very poor returns. The Preferred Wealth PPM is a product you can feel good about directing your client into.

About Bluestone America

Bluestone America is a conglomerate of United States and offshore-based corporations whose focus is asset management, asset based project securitization funding and acquisition of alternative funds. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:

Info (at) BluestoneAmericaInc (dot) com


Related Securitization Press Releases

Bluestone Americas CEO, Charles Nam, Announces the Opening of Bluestone Holdings as its Commercial Real Estate Brokerage Unit

Los Angeles, CA (PRWEB) March 10, 2010

Charles Nam is proud to introduce the newest subsidiary of Bluestone Americas companies – Bluestone Holdings. Charles Nam will head the company branch alongside William Soady, President of Bluestone America.

Commercial real estate has been experiencing a deep corrective phase, which has been catastrophic to some, yet beneficial to others. I am pleased to be able to provide our clients with enough diversification in the segments of our company. Given their particular needs, Bluestone can offer our clients several options and we can address their requests under the same company philosophy theyve come to know and trust for years. Over the years, Bluestone has not only gained long-term clients, but have become their trusted source, says Charles Nam, CEO.

Bluestone Holdings is a licensed real estate firm in California that provides brokerage services for all classifications of commercial, gaming, office, hospitality and professional properties. Bluestone has found new directions for secure funding alternatives during this period of market correction while making a positive impact resulting in growth for the current economy.

Commercial real estate has been stuck in a neutral position since the recession began. With banks unwilling to lend the funds for investors to participate, the need for alternative resources to buy or sell property will become a reality this year as prices begin to bottom out, said William Soady.

About Bluestone America

Bluestone America is a conglomerate of United States and offshore-based corporations whose focus is asset management, asset based project securitization funding and acquisition of alternative funds. The members of the management and advisory boards of the Bluestone Group of Companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:



Find More Securitization Press Releases

Charles Nam Announces Bluestone Wealth Management to be incorporated as part of Bluestone Preferred Wealth Center

Los Angeles, CA (PRWEB) March 20, 2010

Charles Nam, CEO of Bluestone America, announces the expansion of the Bluestone Preferred Wealth center to include Wealth Management & Insurance Services. Bluestone Wealth management was created in 2005 and offers financial services utilizing insurance products, asset allocation, alternative investments, and estate planning. Investment services offered through Bluestone Wealth Management & Insurance Services include many investment programs such as private money management, brokerage, Unit Investment Trusts, Real Estate Investment Trusts, Direct Participation and advisory programs.

Bluestone Preferred Wealth Center. The announcement was made by CEO of Bluestone America, Inc., Charles Nam who is also the founder of the Bluestone Preferred Wealth Center. Bluestone Wealth Center specializes in asset management, securitization, alternative funding and new asset class. It now encompasses five different divisions with the addition of Bluestone Wealth Management and Insurance Services, Inc. with the other divisions being Bluestone America, Preferred Wealth LP, Bluestone Holdings, and Bluestone People Foundation.

“The integration of Bluestone Wealth Management & Insurance Services into the Preferred Wealth Center, will allow access to other branches of the Bluestone Corporation and make a vast array of options much more accessible to the client and/or investor,” said Charles Nam. “We are excited to watch all areas of our company connect under one roof. To make the most of the clients financial goals and objectives, we focus on the aspects a customer values to help them make the most of their resources.

It would be beneficial for any individual or investor looking for long term protection to shield themselves in this tumultuous financial cycle due to current and unforeseen events. Our wealth management services are designed to create a sustainable secure portfolio and our insurance services compliment the portfolio with individual and business protection, not only financially but in terms of ones well being., said William Soady President of Bluestone America, Inc.

Bluestone Wealth Management, created in 2005 by Mr. Nam, was designed to offer services to assist high net worth clients and investors alike with the desire to aggregate wealth as well as conserve capital. The company is a provider of an array of specialized and proprietary financial services utilizing insurance products, asset allocation, alternative investments, and estate planning. Mr. Nams unique planning and techniques allow him to specialize in a number of tax deferred, qualified and non-qualified programs, wealth accumulation and asset allocation. Mr. Nam expanded his operations in 2008 creating Bluestone America, Inc. to act as the general partner with Preferred Wealth LP which manages private equity funds utilizing Longevity Asset Fund portfolios. Mr. Nams incentive is to provide project funding for these portfolios.

Bluestone Wealth Management, Inc. is a service dedicated to assessing ones financial objectives including review of insurance, investment portfolios, income and liquidity needs. The division is designed to examine all of ones options through careful coordination in seeking out the right strategy and to utilize that strategy effectively. The services offered are a range of products and services which adapt to an investors goals and expectations.

Investment services offered through Bluestone Wealth Management & Insurance Services include many investment programs such as private money management, brokerage, Unit Investment Trusts, Real Estate Investment Trusts, Direct Participation and advisory programs. The company offers guidance in familiarizing a client with their investment strategy and portfolio while monitoring their situation as it evolves.

Annuities offered have become more desirable due to the fact that people are now living longer, where in turn, more money will be allocated and spent during retirement. A tax-deferred investment for a guaranteed stream of income for a certain number of years or for life, may be worth considering. Bluestone Wealth Management advisors create customized trusts designed for estate planning.

About Bluestone America

Bluestone America is a conglomerate of United States and offshore-based corporations whose focus is asset management, asset based project securitization funding and acquisition of alternative funds. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:


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