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Our Advisors Will Help You:

  • Select from an extensive Property Supply
  • Facilitate a seamless Section 1031 Real Estate Exchange
  • Reposition your Real Estate Holdings
  • Access a Larger Pool of Investment Properties from the Largest Real Estate Companies

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Meet Our Team

Our Registered Representatives

 

Our investment advisors specialize in Tenant-In-Common (TIC) investments, 1031 tax deferred exchanges and other passive income real estate investments. They strive to provide personal attention to each client and recognize that every investment and every property exchange is unique. By evaluating the suitability of our clients, we may be able to offer investment options that we feel are in line with our client’s investment goals. Our registered representatives evaluate each client’s suitability and work to provide investment options based upon their specific financial experience, liquidity tolerance and risk tolerance. We assist each client in attaining critical information related to the tax-deferred exchange so they can make an informed and educated decision. Each exchange is done within the required time limits to satisfy the IRS code and each transaction is conducted in a professional manner. These time limits include identifying the replacement property within 45 days of the sale on the relinquished property, and closing on properties within 180 days. Our clients value the comfort of knowing that our registered representatives offer a solution to their investment needs while adhering to the IRS, SEC and FINRA/FINRA rules and regulations.

Our registered representatives are knowledgeable about the 1031 replacement property industry. OMNI Brokerage, Inc. Home Office provides updates regarding approved available property offerings, industry changes, and government policy. Combine this knowledge with OMNI’s experience of TIC ownership, and you have an excellent resource. They are registered securities professionals with extensive experience in securities real estate investing. 1031 & TIC Investments advisors not only understand how these TIC transactions need to be structured to satisfy IRS 1031 requirements, but they are also aware of industry and economical factors that could affect the real estate investments.

1031 & TIC Investments Team

dan

Dan Werry, Managing Director

Cell Phone: (612) 384-9737
Work Phone: (952) 543-1031 Ext. 1
Toll Free: (800) 454-1031
Email: dwerry@1031ticinvest.com

Dan Werry is the Managing Director of 1031 & TIC Investments, LLC. He ensures that the firm's clients have access to critical market information to fairly consider their real estate investment options. Mr. Werry shares a great deal of market knowledge so that his clients are able to confidently make commercial real estate investment decisions.

Mr. Werry has developed a career in real estate of over 18 years. His areas of expertise include Real Estate Acquisition, Management, Development, and Finance. This experience and expertise allows him to critically assess real estate investment options in many different regions of the country. Mr. Werry excels in guiding real estate investors seeking to defer capital gains taxes while transferring daily management responsibilities.

He has been a featured speaker at real estate conferences throughout the country educating investors on important considerations in fractional interest ownership. Mr. Werry was recently a panelist at the Tenant In Common Association's (TICA) conference discussing the "10 Important Items Every Representative Should Know." He has also authored articles in Banker and Tradesman, Illinois Real Estate Journal, and Minnesota Real Estate Journal. He has been quoted on MarketWatch.com, a Dow Jones financial information website, and is a guest real estate commentator on CBS' WCCO 830 AM radio and also on Josh Arnold's Money Talk show. Mr. Werry is also on the faculty of Lorman Education Services, speaking on real estate investment and TICs. Lastly, Mr. Werry has taught Continuing Legal Education (CLE) to attorneys in St. Louis and Minneapolis, and also earned a Certificate of Completion for the ARGUS Commercial Property Underwriting software training.

A graduate of the University of Southern California, Hamline University School of Law and the University of St. Thomas School of Business, Mr. Werry holds his Series 22 and 63 NASD licenses, as well as a real estate license. Finally, Mr. Werry has owns a real estate portfolio which consists of multi-family buildings, single family residences, and condominiums. He resides in Minneapolis, Minnesota.

 

 

padma

Padma Chintapalli, Principal

Work Phone: (952) 543-1031 Ext. 103

Padma Chintapalli manages the operations of 1031 & TIC Investments, LLC. She works closely with clients in an effort to ensure that the investment process goes smoothly.

In addition, Ms. Chintapalli assists in the TIC education process for investors and works relentlessly to ensure their confidence in their investment decisions.

Ms. Chintapalli has over ten years of experience in the securities industry having worked for a national full service brokerage firm. She holds Series 7, 24, 63 and 66 FINRA registrations. Prior to joining 1031 & TIC Investments, she was a residential and commercial mortgage broker and an account manager, managing the portfolios of high net-worth individuals and executives in several publicly traded companies.

Ms. Chintapalli earned a Master of Business Administration, majoring in Finance, from Andhra University in India. She enjoys volunteering and is a founding member and treasurer of an international foundation that brings Child Life services to terminally ill children. She also volunteers regularly at a battered women.s shelter and makes herself available to various organizations on a need basis.

leela

Leela Rao, Senior V.P Marketing

Work Phone: (952) 543-1031 Ext. 105

As a financial consultant on the 1031 & TIC Investments, LLC team, Leela Rao holds Series 7, Series 22, and Series 63 registrations as well as a realtor license.  The quality of the real estate investment guidance and wisdom she is able to provide to investors is superior and through and delivers the distinct advantage of astute real estate insight within a comprehensive portfolio-growth perspective.

With the utmost dedication to the value of her client’s investments, Ms. Rao assists her clients by structuring viable 1031 exchange solutions within stringent timeframe considerations. Leela was a guest speaker on the Stock Doctor Radio show with Lee Siler and also a panel member and speaker for MN CREW.

Prior to joining 1031 & TIC Investments, LLC, Ms. Rao served as Chief Executive Officer of an international import firm establishing capital flows, product development initiatives and marketing programs that served Fortune 100 companies, state senators and corporate executives from around the world. Ms. Rao also served as the manager of operations for a west coast branch of Washington Mutual Bank, California.

Ms. Rao received a Bachelor of Arts degree and a Master of Arts degree from the University Of Bombay, India specializing in Psychology, Bio-Socio Ethics, Symbolic Logic and Indian/Western Philosophy.  She is also a Certified Commercial Investment Member (CCIM) candidate. Ms. Rao is also the founder and president of an international medical child life center that benefits children going through bone marrow transplant and other chronic illnesses. She is on the committee of the Cancer Kids fund of Children’s Hospital in Minneapolis.

Eric Swenson, V.P of Marketing Central Region

Work Phone: (952) 543-1031 Ext. 107

Mr. Swenson has been in the financial services industry for more than 18 years.

His experience includes the sales and marketing of 1031 exchange replacement properties & private placement REITs to broker/dealers, as well as financial planning and wealth management services to high net worth individuals.

He holds Series 7 and 63 FINRA registrations as well as a realtor’s license.

Mr. Swenson received a Bachelor of Arts degree in communications from the University of Minnesota Twin Cities.

Tim Forbord, Marketing Director Western Division

Mr. Forbord has been in the financial services industry for more than 25 years.

His diverse experience includes marketing of alternative investment products to broker/dealers, hedge funds to high net worth individuals, running the institutional desk and trading commodities at the Chicago Mercantile Exchange and Chicago Board of Trade.

Mr. Forbord has his bachelor’s degree in finance from San Jose State University and his masters in business administration from Santa Clara University. He resides in Olympia, Washington.

 

OMNI Brokerage Management Team

Gary R. Beynon
President & CEO

Gary R. Beynon is the Chairman and CEO of OMNI Holdings, LLC. He also serves as President and CEO of OMNI Brokerage, Inc. and is an officer and director of other OMNI affiliated companies. 

Mr. Beynon began his financial services career with a nationwide real estate syndicator in 1981 as a sales representative. In 1984, he became a registered representative and a registered principal with Clark Securities Network. In 1989 Mr. Beynon formed Excel Financial, a registered broker dealer with the SEC and member of the FINRA. In 1995 he formed The OMNI Group of companies renaming Excel Financial as OMNI Brokerage and introducing OMNI Investment Advisors, a newly formed registered investment advisory firm offering investment advice primarily to physicians. Under Mr. Beynon’s leadership from 1990 to 2002, The OMNI Group of companies completed 32 private placement offerings in real estate and venture capital with qualified private investors.  In 2001 Mr. Beynon recognized the tenant-in-common (TIC) industry and combined his experience in real estate private placements with the independent broker dealer community to focus on the TIC marketplace. Since then, Mr. Beynon has created the premier broker dealer for the TIC industry, with an emphasis on quality products, exemplary sales representatives, and industry leading managing dealer services.
Mr. Beynon is a member of the Tenant-in-Common Association and has been instrumental in serving on advisory boards and contributing to its development of standards and best practices. He is a frequent speaker on private investment offerings and the TIC industry at conferences and symposiums.  Mr. Beynon holds a Bachelors degree in Finance and a Masters in Business Administration degree, both from the University of Utah. He has also been awarded the CFP designation and holds active real estate and insurance licenses. His securities registrations include series 7, 22, 24, 27, 63 and 65.


Greg Paul
Managing Director

Greg Paul has been actively involved in the real estate syndication industry since 1983.  He has worked with such leading real estate investment entities as Consolidated Capital, Partnership Securities Exchange, and others.  He founded American Partnership Services (APS) in 1993.  Upon selling APS to GEMISYS Corporation, he presided as President and Principal of GEMISYS Securities. Mr. Paul has held the office of Managing Director at OMNI Brokerage, Inc. since May 2002.  He has endeavored to make OMNI an industry leader in TIC sponsor/program due diligence and distribution. Mr. Paul holds a Bachelor of Art in Economics from Brigham Young University and a Master of Business Administration from the Krannert Graduate School of Management at Purdue University.

Kevin Bradburn
Managing Director / Principal 

Kevin Bradburn has been actively involved in the broker-dealer community since 1994, with an emphasis on alternative investments and direct participation programs. He began his career with American Partnership Services (APS). While representing investors in the liquidation of their partnership interests, Mr. Bradburn also instituted the industry’s most efficient auction system for matching sellers with buyers.  In 1997, Mr. Bradburn served as Branch Manager and Principal for the American Partnership Board. During his tenure, APB’s annualized trading volume exceeded $75 million. He developed the next generation auction system, resulting in improved profit margins and enhanced regulatory compliance.  Mr. Bradburn joined the Madison Avenue Capital Group in 1999, a NYC based investment management company, with more than $200 million managed for investors. As President, he established Madison Marketplace Securities (MMS) as a full self-clearing broker-dealer. MMS also obtained status as an Alternative Trading System (ATS) with the SEC.  Mr. Bradburn has served as Chief Operations Officer for OMNI Brokerage, Inc. since 2002. His background in building broker-dealer systems and procedures has facilitated OMNI’s significant growth, branch office expansion, and management of dealer services. He has supervised over 1200 TIC transactions, resulting in over $4.5 million in total equity.  Mr. Bradburn has served as a member of the Security Industry Association Direct Investment Roundtable and as a member of the Family Office Exchange. He received a Bachelors of Science degree in Economics from Brigham Young University and holds series 7, 22, 24, and 63 registrations.



Charles R. Badalamenti
Chief Compliance Officer & Chief Financial Officer

Charles Badalamenti has been affiliated with OMNI Brokerage, Inc. since November 2002, and been an officer of the firm on a full time basis since December 2004. Mr. Badalamenti has worked continuously in the securities industry since 1979, with a predominant emphasis on direct participation programs. Mr. Badalamenti was an Operations Manager and Compliance Officer with Integrated Resources in NYC from 1979 to 1989. From 1989 to 1999 he managed Securities Transfer and Tender Offer Services at Trust Company of America / GEMISYS Securities in Denver, Colorado. He was Chief Compliance Officer for all three divisions, and the Chief Financial Officer of the Brokerage Division. From 1999 to 2001, Mr. Badalamenti was the Chief Compliance Officer and Operations Manager for The Madison Avenue Capital Group, headquartered in NYC. In 2001, as president he formed the Sentinel Compliance Group, a broker-dealer consulting firm located in Denver, Colorado. Mr. Badalamenti attended Fordham University in NYC, and completed his studies at Fairleigh Dickinson University. He currently attends the FINRA Institute at Wharton Business School and holds active Series 7, 24, 27 and 63 registrations.

Cameron Hellewell
Legal Counsel

Cameron Hellewell joined OMNI Brokerage, Inc. in December 2005 to become the company’s in-house Legal Counsel.  Mr. Hellewell’s responsibilities focus on negotiating and drafting agreements in matters involving real property, securities, tax, and employment law, as well as general corporate governance.  He also assists OMNI’s Chief Compliance Officer with matters related to regulatory compliance and works closely with OMNI’s outside counsel and the legal counsel to sponsors on a wide range of issues.  Prior to joining OMNI, Mr. Hellewell’s professional experience includes working for an international commercial real estate company, and a commercial real estate development company that developed assisted living centers, retail centers and office buildings. During law school, Mr. Hellewell worked as a judicial extern for The Honorable Bruce S. Jenkins at the United States District Court for the District of Utah.  Mr. Hellewell earned his bachelor’s degree from the University of Utah, his juris doctorate from the Case Western Reserve University School of Law and is a member of the American Bar Association, and the Utah State Bar as well as the Minnesota State Bar.

 



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