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What Is A Qualified Intermediary? – with Cindy Pham

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Daniel Goodwin with Guest, Cindy Pham, & Host David Buttecali
Cindy Pham, Asset Preservation, Inc.
Daniel Goodwin, Cindy Pham, & host David Buttecali

About Cindy Pham, Asset Preservation, Inc.

Cindy Pham is the South Texas and Louisiana Division Manager with Asset Preservation, Inc. Prior to joining Asset Preservation, Cindy was a commercial broker at Transwestern and has been in the real estate industry for 18+ years. She has been a licensed real estate broker in Texas since 2003, is an active member of the Certified Commercial Investment Member (CCIM), the International Council of Shopping Centers (ICSC) and Commercial Real Estate for Women (CREW) in Houston.

Cindy has an extensive background in IRC §1031 tax-deferred exchanges and every aspect of real estate transactions, having participated in thousands of closings during her many years working in the real estate industry. Cindy focuses on educating and servicing investors, attorneys, real estate brokers, agents, accountants, and financial advisors throughout South Texas and Louisiana. She is a Texas Real Estate Commission CE instructor and has taught and presented to many different real estate associations, boards, councils, and brokerages throughout Texas and Louisiana. Her exchange presentations are practical, thorough, and feature many real-life exchange scenarios to illustrate a wide range of investment and tax strategies.

Asset Preservation, a subsidiary of Stewart Title Company, is a leading national IRC §1031 qualified intermediary and is efficiently handling exchanges throughout the country. Combining a national title company as a partner has proven to be the approach of choice by astute investors. Asset Preservation is one of the most respected national qualified intermediaries in the United States and has successfully completed over 180,000 1031 exchanges throughout the nation.

Cindy is a CCIM designee and holds a bachelor’s degree in Business Administration from The University of Houston, The C.T. Bauer College of Business.


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The Woodlands, Texas 77380

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There are material risks associated with investing in DST and QOZ ( Qualified Opportunity Zones) properties and alternative real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your situation. This is not a solicitation or an offer to sell any securities. THIS IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY THE SECURITIES DESCRIBED HEREIN. AN OFFERING IS MADE ONLY THROUGH DELIVERY OF THE PPM and to accredited investors only. THIS MATERIAL MUST BE PRECEDED OR ACCOMPANIED BY A CURRENT PPM WHICH SHOULD BE READ IN ITS ENTIRETY IN ORDER TO UNDERSTAND FULLY ALL OF THE IMPLICATIONS AND RISKS OF THE OFFERING OF SECURITIES TO WHICH IT RELATES. Please consult the appropriate professional regarding your individual circumstance. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. For additional information, please contact 281.466.4843 or www.Provident1031.com. Fee-based financial planning and investment advisory services are offered by Provident Wealth Advisors, a Registered Investment Advisor in the State of Texas, and the State of Louisiana. Insurance products and services are offered through Goodwin Financial Group. Provident Wealth Advisors, and Goodwin Financial Group are affiliated companies. Provident Wealth Advisors, LLC does not offer legal or tax advice. Consult the appropriate professional regarding your individual circumstance. Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. Important Notice - If you are investing in Alternatives your tax advisor may require you to file a tax return in the state where the subject property is located which could result in additional cost associated with your investment. Any additional expenses associated with any required tax filing are the sole responsibility of the investor/client.

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