Meet the Staff

Meet the Staff

Robert S. Smith – Oregon 1031 Investments

Registered Representative, Pacific West Securities Inc. As a 1031 exchange professional, Robert is a founding member of the Tenant-In-Common Association (TICA). He helped frame the organization’s Code of Ethics and Consumer Best Practices Guidelines.

In 2006, Robert was one of only four registered reps nominated nationwide to receive TICA’s first ever “A Champion of Excellence” (ACE) award for outstanding ethical achievement in the tenant-in-common industry. The annual ACE Award honors outstanding ethical business practices. Robert was nominated for these award qualifications:

Nomination from an outside party
At least 24 TIC transactions or $10 million spanning 3 years
At least 3 years in business since January 1, 2004
Compliance with TICA’s Code of Ethics
Current in member dues payments to TICA
Attended a TICA annual conference as well as the 2007 conference
An unblemished regulatory background.

The ACE award was created to recognize TICA members who exemplify the vision of TICA and its code of ethics. This code of ethics is articulates the beliefs of TICA members, and the practices expected from professionals and organizations that are part of the association.

In 2007, he was one of three finalists selected nationwide for 2007 Boomer Market Advisor Magazine’s Advisor of the Year Award. The national magazine chose the top three advisors from numerous entries based on excellence in the following criteria: assets under management, target market and community involvement. Source: Boomer Market Advisor Magazine, 2006.

Robert’s commitment to maintaining direct relationships with his Tenant-In-Common (TIC) investors before, during and after property identification, and closing, has resulted in a high client retention rate. Robert has completed more than 200 TIC transactions.

Robert goes above and beyond to serve the needs of his clientele. Many clients continue their relationship with Robert for the long term. In his personal time, he considers it an honor and privilege to send care packages to the children and grandchildren of clients serving in Iraq.

"Bob can connect people well and he's found a way to provide effective solutions for people."

Chris Folkestad, CPA
Director of the Maybelle Clark Macdonald Fund
Portland, OR

Please note: This is a not paid testimonial. It may not be representative of other clients and is no guarantee of future performance or success.

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This information is provided strictly as a courtesy. No information provided on this Web site or by any employee of Oregon 1031 Investments shall be construed as promissory, or as any representation of past, current and future financial performance. None of the content herein shall be considered as advice or recommendation pertaining to financial advisement.

As with any investment in real estate, there are risks associated with TIC ownership, including:
1. Vacancy rates which can impact cash flow.
2. Fluctuations in the real estate market that impact the value of the property.
3. There are risks associated with the loss of a major tenant. Multiple tenant situations can mitigate, but will not eliminate, this risk.
4. There may be a loss of control since TIC ownership requires unanimous approval to take a major action, such as a re-finance or sale.
5. There is no known secondary market for TIC interests and therefore the investment is considered illiquid.

It is not possible to address all relevant risk factors in this forum. Risk factors are outlined in the Private Placement Memorandum for each offering. Investors should thoroughly understand all risk factors and discuss them with their financial representative prior to investing in a 1031/TIC offering.

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