simplewealth dan beech @DanBeechSimple
It's Your Future. Helping Business Owners Optimize the Essentials in Their Businesses Dan Beech Simple Wealth simplewealth.me Thousand Oaks, CA Joined July 2020-
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Big investor? Big vision? 💡💼 Get your own custom DST from ExchangeRight—designed just for your strategy, your tenants, your goals.🤩 Message us if you're ready to call the shots.😉📩 #CustomDST #1031Exchange #NetLeaseInvesting #HighNetWorthInvestor #SimpleWealth #SimpleProperty
What’s an ETF and why should you care?📈Logan from Simple Wealth breaks it down: ➡️ Trade like a stock ➡️ Own whole sectors (like tech or the S&P 500) ➡️ Diversify smarter Got questions? We’ve got answers. DMs are open! #SimpleWealth #SimpleProperty #ETFForBeginners #InvestingTip
Avoid asset disputes, and protect your family’s financial legacy. 💼📈 721 exchanges let each beneficiary manage their share — while keeping tax deferral & step-up in basis. Message us to learn how.📩 #LegacyWealth #721Exchange #MultiGenInvesting #SimpleWealth #SimpleProperty
💼💡 DSR tells the real story. Ours is 2.6x—meaning we could lose rental income and still pay debt. 📉➡️📈LESS RISK, MORE STABILITY. 🤩🔥 Want to learn more? Message Us 📩 #CommercialRealEstate #DSRStrength #IncomeSecurity #DSRMatters #RealEstateRisk #SimpleWealth #SimpleProperty
Worried about DST exit strategies?⏳ Our DST-to-REIT model offers a built-in path forward ✅ Choose 1031, 721, or cash out—on your terms. 22+ successful exits & counting. Smarter, simpler investing.💼📈 #DSTInvesting #1031Exchange #721Exchange #SimpleWealth #SimpleProperty
Want more control over your portfolio risk? Use Beta! 🧠 Beta > 1 = higher volatility Beta < 1 = lower volatility Smart investors check Beta before they invest! #StockTips #BetaExplained #FinanceBasics #SimpleWealth #SimpleProperty
💡 Ever hear of the PE Ratio? It’s a simple way to see how much you’re paying for a company’s earnings. Stock Price ÷ Company Earnings = PE Ratio Too high? Might be overvalued. Too low? Could be a hidden gem—or a red flag. #PERatio #StockMarketTips #SimpleWealth #SimpleProperty
DSTs=diversification. Join a $60M+DST portfolio. Hands-free investing, strong tenants, monthly income. Real estate doesn't have to be complicated. Curious? Message us to simplify your strategy.📩 #DSTInvestment #1031ExchangeTips #RealEstateSolutions #SimpleWealth #SimpleProperty
No experience? No problem. 👨👩👧👦 Leave real estate without leaving a mess. DSTs allow clean asset division & step-up in basis for your heirs. Real estate without the real stress. Let’s do this together! 📩 #LegacyWealth #DSTInvesting #SimpleWealth #SimpleProperty
💼💡 Brokers: Clients stuck on “what to 1031 into”? Introduce DSTs — passive, diversified, IRS-approved. Unlock deals & simplify the exchange. 🏘️📈 Message us to learn how to make this part of your sales strategy! 📩 #RealEstateBroker #DSTInvesting #SimpleWealth #SimpleProperty
🏢 Commercial brokers: DSTs can help you close more 1031 deals without lifting a finger. With ExchangeRight’s $1B pipeline & exclusive access, you get better assets + custom portfolios for your clients. 🔑 #RealEstateStrategy #DST #1031Exchange #SimpleWealth #SimpleProperty
DSTs fit perfectly into 1031 exchanges — use the 3-property or 200% rules to keep your options open. A backup DST = peace of mind & steady income. Win-win! 🎉💸 #1031Exchange #DST #RealEstateInvesting #SimpleWealth #SimpleProperty
A REIT can't defer taxes, but a DST can. 🎯 Think 1031 = house for house? Think again. With DSTs, you can trade rental homes for cell towers, farmland, or shopping centers—hands-free. 🏢📡🌾 #DSTInvesting #CREtips #1031Exchange #SimpleWealth #SimpleProperty
Is your REIT paying you from actual income—or just new investors’ money? AFFO (Adjusted Funds From Operations) shows the truth. If payouts>earnings,that’s a big red flag. At ExchangeRight, we only distribute from real property cash flow. #REITs #AFFO #SimpleWealth #SimpleProperty
Big news!🎉We’re growing and so is our talent. Meet Logan Garrettson, our newest Investment Advisor Rep at Simple Wealth.He’s ready to help you build a smarter,stronger financial future.Let’s go!🚀 #WelcomeToTheTeam #SimpleWealth #SimpleProperty #FinancialPlanning #MeetTheAdvisor
🏗️ Turning a single-family home into a triplex with ADUs! Real estate creates passive income, diversified investments, & financial stability. Want to balance real estate & market investments? Let’s chat! 💰🏡 #SimpleWealth #SimpleProperty #ADUInvestment #SmartMoney
Use your IRA or pension to buy & develop real estate! 💡 This client created modern rentals w/ pre-tax funds—maximizing income. Ready to explore this smart strategy? Let’s talk #RealEstateInvesting #ADUDevelopment #CaliforniaEntrepreneurs #WealthManagement #InvestmentStrategies
Rising rates ahead? 📈 Convert floating rate debt into fixed payments w/ forward interest rate swaps! 🛡️ Once exclusive to Fortune 500s, now accessible to your business. Protect your cash flow. Let’s talk. 💼 #InterestRateSwaps #BusinessFinance #RateHikes
Is the bull market ending by 2025? 📉 Analysts warn of S&P 500 headwinds due to valuations & economic shifts. Are you prepared to protect your portfolio? Let’s plan for what’s ahead! 💼 #SP500 #MarketOutlook #InvestmentStrategy #PortfolioProtection loom.ly/CAgD2sM
Boost your income portfolio with high-yield ETFs! 💰 Investing.com highlights 3 top options to diversify with alternative assets. Are you ready to explore? #HighYieldETFs #AlternativeInvesting #IncomePortfolio loom.ly/msBFqXo

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