Mercer Financial Group Limited is dedicated to being the cornerstone of your investment and exchange strategy by constantly providing comprehensive information while remaining committed to maintaining the highest standards of integrity and professionalism. Make an appointment to speak with our licensed investment professional about your specific situation and if an exchange investment is right for you. Mercer Financial Group Limited is ready to help you today.
Industry Experts
Extensive knowledge aids in smooth transactions. That is important to Mercer Financial Group Limited.
Our Experience
Mercer Financial Group Limited has over 40+ years in the industry as a trusted ally, that isn’t something to take lightly.
Loyalty To Clients
Mercer Financial Group Limited values long-term relationships with people and works hard to preserve them.
Our Goal
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Mercer Financial Group LTD
Mr. Mercer has been actively involved for over four decades in the capital markets industry delivering timely real estate expertise to his clients. He understands the impact dynamic markets have on real estate assets due to his participation in both the private and regulatory sectors. Most recently his activities include offering 1031 Exchange alternative investments using Delaware Statutory Trusts and Custom Portfolios. In addition, he offers Private equity investment vehicles for principals, institutions and trusts. These involve an historically low correlation to stocks & bonds while acting as a portfolio diversifier.
In addition to his principal activities at Mercer Financial Group he has developed, implemented and provided oversight for multiple disciplines.
Commercial Real Estate
correspondent loan origination and servicing relationships with companies such as AETNA, MetLife, Merrill Lynch Capital and SunAmerica.
Historical and forward
thinking expertise across national real estate and mortgage assets for Capital Markets Groups and Institutional investors.
Case Studies
The Delaware Statutory Trust (DST)
Client
Retiring Physician is selling his practice, and the acquiring doctor wants to purchase the office building that has housed the practice for many years.
Challenges of the traditional 1031 Exchange
Selling physician would like to defer taxes on the sale of the real estate using the 1031 Exchange, but is retiring and does not want property management and expense issues of another real estate asset in addition to the challenges of finding non-recourse debt for a replacement property
DST Solution
MercerLtd introduced the client and his CPA to the DST alternative 1031 exchange strategy. The size of the transaction allowed MercerLtd to diversify the equity into 5 DSTs, replace the debt with non-recourse financing, deliver monthly passive income, with a total return in excess of the net income from the building he sold.
Each investors experience may be different and there is no guarantee that any investment will achieve its objective.
