JTC Institutional Client Services - US

08/08/2024

Researching 1031 and finding yourself confused by some of the terminology?

Read our blog about key terms associated with 1031 exchanges and where you can learn more about both common and uncommon elements of like-kind exchanges.

https://buff.ly/3WzBjNj

04/12/2024

How can you make sure your funds are secure during a like-kind exchange?

Read our 1031 Best Practices factsheet to find out.

Download here: https://buff.ly/49EyfUu

03/11/2024

For EB-5 to last, meeting minimum RIA standards won't be enough. The future of the program depends on Regional Centers willing to go above and beyond, offering the highest level of protection for investors.

JTC has pioneered best practices for EB-5 administration, working with our clients to develop internal policies that can improve investor confidence. Check out our EB-5 Administration Best Practices factsheet to learn what to look for in an administrator so you can put your EB-5 project on the path to success.

Download here: https://buff.ly/3QWtJJK

As our reach grows, we will continue our mission: to define and champion EB-5 best practices, for the benefit of issuers and investors alike.

02/29/2024

The latest JTC 1031 News & Insights newsletter is out now!

Each month, we email our subscribers fresh insights on 1031 Exchanges, Delaware Statutory Trusts, and real estate investing. Go here to sign up:

Here's a sample of what's included this month:

1031 Related-Party Exchanges: Don’t Buy From Relatives Before You Read This
Is it possible to perform a 1031 exchange with a relative? The rules are complicated. Here’s when related-party exchanges are allowed and when they aren’t.
Read here: https://buff.ly/3vKFqw9

1031 and Real Estate: Answers to Common Questions
JTC’s 1031 experts get a lot of questions about like-kind exchanges, particularly about the rules for different types of real estate and what kinds of properties are eligible for 1031. In this FAQ, we cover some of the most common points of confusion regarding 1031 and real estate.
Featuring insights from JTC's Justin Amos!
Read here: https://buff.ly/41spnip

Jill Jones Featured in Wealth Management
Is now the right time for a 1031 Exchange? JTC’s Jill Jones explains how to take advantage of Section 1031 while you can, methods for mitigating the risk of a failed exchange, and why getting the right help can help you maximize Section 1031’s tax deferral benefits.
Read here: https://buff.ly/3Usw8PG

Factsheet: End-to-End Servicing for DST Management
JTC provides more than just 1031 Exchange services for Delaware Statutory Trusts. With trust services, third-party fund administration, and much more, JTC can work with DST managers from start to finish to improve efficiency and investor relations throughout the entire life of the trust. Read our factsheet to learn more.
Download the factsheet here: https://buff.ly/49YOi0E

To get the latest News & Insights delivered to your inbox, sign up for our newsletter here:

#1031

A Newsletter to Help You Stay Competitive Keep ahead of the curve and subscribe to our FREE newsletter today! When you sign up you will receive a copy of our most recent newsletter straight away.

02/27/2024

Since the passage of the EB-5 Reform and Integrity Act of 2022, many Regional Centers have chosen to outsource administrative tasks to third-party fund administrators. Unfortunately, most service providers only offer one option, forcing Regional Centers to choose between not getting the help they desire or paying for services they don’t need.

At JTC, we believe EB-5 fund administration should be fitted to your needs, not the other way around. That's why we customize our EB-5 administration services for each client.

Not only do we offer the escrow, cosignatory, fund administration, loan administration and immigration workflow services crucial to EB-5, but we can supplement them with traditional private equity fund accounting at the project level and wealth management services to assist investors as they acclimate to their new lives in the United States.

Read our EB-5 Administration factsheet to learn about our entire suite of EB-5 services and how we can help issuers maintain compliance, improve efficiency, and provide security and transparency for investors.

Read the factsheet here:



For the latest on EB-5, 1031, , , , and more, sign up for our News & Insights newsletter:

Our EB-5 Administration provides automated workflows & reporting functionality so that you can streamline the process & offer security that builds investor trust.

02/26/2024

USCIS has dramatically increased filing fees for EB-5 investors and Regional Centers. In our latest blog, we discuss the new fee schedule, how the industry is responding, and ways Regional Centers can help immigrant investors deal with the increased cost.

Read the blog here: https://buff.ly/3SMJdAP

USCIS has announced dramatic increases to filing fees for Regional Centers and EB-5 investors, providing major incentives for those who act now. Among the

02/23/2024

Check out our 1031 Exchange Checklist, which features a full breakdown of what needs to be done at each step in the exchange process.

Covering important topics like due diligence, property identification, and the 1031 timeline, this step-by-step guide can be a useful resource during your exchange to make sure you haven’t forgotten anything you need to do.

And when it’s time to execute your exchange, JTC is ready to act as your Qualified Intermediary!

Download the checklist here: https://buff.ly/3RNoI6F

02/20/2024

LAST CHANCE! Register for JTC's February 21 webinar, "1031 in 2024: Strategies for Real Estate Investing."

RSVP here: https://buff.ly/3ULk8sJ

Want to know what industry insiders think about the current state of the real estate market and whether 2024 is the right time to pursue a 1031 exchange? This free online event features an expert panel that can shed light on creative strategies for 1031 success.

Speakers set to appear include:
Justin Amos, National Sales Manager and Account Executive, JTC Group
Simon Brower, CEO, Upstream 1031
James Huang, President, eXp Commercial
Shanaé Mabrie, CES®️, Director - Client Services - Fund Services, JTC

RSVP now to reserve your space. Even if you can't join us live, those who register will be first to receive the webinar recording to watch later!

Learn more and register here: https://buff.ly/3ULk8sJ

A webinar presented by JTC Wednesday, February 21st 2:00PM - 3:00PM ET Hosted via Zoom Click the button below to register for this webinar. Click here In an

02/19/2024

Wishing all our American friends a Happy Presidents Day from JTC.

As a leader in services for EB-5 and 1031 Exchange clients, we celebrate how the United States continues to offer pathways to residency and opportunities to build wealth for those pursuing the American Dream.

Thanks to everyone who has made our own American dreams possible, and enjoy your day off - you've earned it!

02/16/2024

There's still time to register for JTC's February 21 webinar, "1031 in 2024: Strategies for Real Estate Investing."

RSVP here:

Want to know what industry insiders think about the current state of the real estate market and the best strategies for successfully deferring taxes through a like-kind exchange? This free online event is a rare opportunity to learn from those who know 1031 best.

Speakers set to appear include:
Justin Amos, National Sales Manager and Account Executive, JTC Group
Simon Brower, CEO, Upstream 1031
Shanaé Mabrie, CES®️, Director - Client Services - Fund Services, JTC

RSVP now to reserve your space. Even if you can't join us live, those who register will be first to receive the webinar recording to watch later!

Learn more and register here:

A webinar presented by JTC Wednesday, February 21st 2:00PM - 3:00PM ET Hosted via Zoom Click the button below to register for this webinar. Click here In an

02/15/2024

The latest JTC 1031 News & Insights newsletter is out now!

Each month, we email our subscribers fresh insights on 1031 Exchanges, Delaware Statutory Trusts, and real estate investing. Go here to sign up: https://buff.ly/3s1CUQA

Here's a sample of what's included this month:

1031 Related-Party Exchanges: Don’t Buy From Relatives Before You Read This
Is it possible to perform a 1031 exchange with a relative? The rules are complicated. Here’s when related-party exchanges are allowed and when they aren’t.
Read here: https://buff.ly/3vKFqw9

1031 and Real Estate: Answers to Common Questions
JTC’s 1031 experts get a lot of questions about like-kind exchanges, particularly about the rules for different types of real estate and what kinds of properties are eligible for 1031. In this FAQ, we cover some of the most common points of confusion regarding 1031 and real estate.
Featuring insights from JTC's Justin Amos!
Read here: https://buff.ly/41spnip

Jill Jones Featured in Wealth Management
Is now the right time for a 1031 Exchange? JTC’s Jill Jones explains how to take advantage of Section 1031 while you can, methods for mitigating the risk of a failed exchange, and why getting the right help can help you maximize Section 1031’s tax deferral benefits.
Read here: https://www.jtcgroup.com/insights/jill-jones-explains-why-now-is-the-right-time-for-1031/

Factsheet: End-to-End Servicing for DST Management
JTC provides more than just 1031 Exchange services for Delaware Statutory Trusts. With trust services, third-party fund administration, and much more, JTC can work with DST managers from start to finish to improve efficiency and investor relations throughout the entire life of the trust. Read our factsheet to learn more.
Download the factsheet here: https://buff.ly/49YOi0E

Register now for our upcoming webinar!
1031 in 2024: Strategies for Real Estate Investing
On February 21st, JTC is bringing together a panel of experts for a free webinar to discuss creative ways investors can perform successful exchanges into real assets that can help secure their futures. They’ll also answer questions from attendees, so you can ask about specific aspects of the law or individual situations. This is an opportunity to gain insight from some of the best minds in the industry, so RSVP today!
Speakers set to appear include:
Justin Amos, National Sales Manager and Account Executive, JTC Group
Simon Brower, CEO, Upstream 1031
James Huang, President, eXp Commercial
Shanaé Mabrie, CES®️, Director - Client Services - Fund Services, JTC
Register here:
https://buff.ly/3HJ6vT2

To get the latest News & Insights delivered to your inbox, sign up for our newsletter here: https://buff.ly/3s1CUQA

#1031

A Newsletter to Help You Stay Competitive Keep ahead of the curve and subscribe to our FREE newsletter today! When you sign up you will receive a copy of our most recent newsletter straight away.

02/13/2024

TIME IS RUNNING OUT!

There's still time to sign up for IIUSA's February 14 webinar, “EB-5 in 2024: What Do We Know?” Get in on this opportunity while you can!

RSVP to attend: https://buff.ly/3w6dO4C

At a unique online event sponsored by JTC, a panel of industry experts will discuss what we learned from USCIS in 2023, what recent data tells us about the state of EB-5, and predictions for 2024.

Speakers set to appear include:
Jill Jones, Sr. Director, General Counsel, JTC Group
Joey Barnett, Partner, WR Immigration
Mine Ekim, Managing Director, Legal and Compliance, Golden Gate Global
Lee Y. Li, Director of Policy Research & Data Analytics, IIUSA

Registration is FREE for IIUSA members, so RSVP now to reserve your spot!

Learn more and register here: https://buff.ly/3w6dO4C



Twitter:
There's still time to sign up for IIUSA's February 14 webinar, “EB-5 in 2024: What Do We Know?” Get in on this opportunity while you can!

RSVP to attend: https://buff.ly/3w6dO4C