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SREI Group

Private Market Investments / 1031 Real Estate Exchange Experts

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Health Savings Account (HSA)

An account that offers individuals covered by high-deductible health plans a tax-advantaged means to save for medical expenses. Within certain limits, funds contributed to the account are not subject to federal income taxes. Unlike Flexible Spending Accounts (FSAs), funds can be rolled over from year to year if not spent.

Solomon Real Estate Investment Group, LLC (SREI Group)

Main Office:
Gilbert, Arizona
(480) 887-8222
(888) 766-5771

[email protected]

Supervisory office:
Saxony Securities, Inc.
11152 S Towne Square
Saint Louis, MO 63123
(314) 963-9336

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Delaware Statutory Trust
Real Estate Investment Trust
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UPREIT, 721

Disclosures

Broker-Dealer Form CRS
FINRA Broker-Check
RIA Form CRS
Investment Adviser Public Disclosure
Privacy Statement

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This website has been established for informational and educational purposes only and does not indicate suitability for any particular investor. You are advised to conduct your own research and consult your tax and legal professionals before investing. No tax or legal advice is being provided.

Securities are offered through Saxony Securities, Inc., a member of FINRA/SIPC. Solomon Real Estate Investment Group (SREI Group) is independent of Saxony Securities, Inc. For more information about Saxony Securities, Inc.’s role as a Broker-Dealer and its services, please see its Form CRS at this link https://files.brokercheck.finra.org/crs_115547.pdf.

Investment advisory services are offered through Saxony Capital Management, LLC, an SEC Registered Investment Advisor. RIA Form CRS https://reports.adviserinfo.sec.gov/crs/crs_122692.pdf

RISK DISCLOSURE: Alternative investment products, including real estate investments, notes & debentures, hedge funds, and private equity, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases, the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. The investor should be prepared to bear the loss, knowing that financial risks are attached to such alternative investments. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment.

NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering. Investment offerings and investment decisions may only be made based on a confidential private placement memorandum. Solomon Real Estate Investment Group does not warrant the information’s accuracy or completeness. Past performance is not a guarantee of future results. Potential cash flow, potential returns, and potential appreciation are not guaranteed.

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