From Tax Savings to Market Trends: Your Q2 Investor Briefing

A MESSAGE FROM THE CEO

Hello Valued Partners and Friends,

Every investor we work with has the same goal: to stop trading time for money. And at Streamline Capital Group, our mission is to help make that happen—intentionally, sustainably, and with complete transparency.

As the market continues to evolve, our team remains focused on what matters most: delivering high-performing investments in resilient asset classes like medical and Class B office real estate. These are not speculative plays—they are long-term strategies designed to generate passive income and preserve wealth.

We’re expanding access to educational resources, strengthening investor communication, and refining our systems to make your experience even more seamless. Whether you’re looking to invest through a Self-Directed IRA or simply want your capital working harder for you, Streamline is here to be your partner in building a smarter portfolio.

The road to financial freedom isn’t about guessing—it’s about knowing. And we’re here to guide the way.

Warm regards,

David J. Hrizak

CEO

The Streamline Companies

💡 FEATURED INSIGHT

USING A SELF-DIRECTED IRA TO MULTIPLY YOUR WEALTH WITH REAL ESTATE

Have you ever wondered if your retirement account is working as hard as you are?

Most investors only use traditional IRAs or 401(k)s, limiting themselves to volatile stock market options. But with a Self-Directed IRA, you can invest in tangible, income-generating real estate—without triggering taxable events.

🔹 Why It Matters

• Leverage pre-tax dollars to invest in real assets
• Shelter passive income from current taxes
• Avoid capital gains through 1031 exchanges

🔹 Who it’s for

Busy professionals like doctors, athletes, and entrepreneurs who want tax efficiency, cash flow, and long-term appreciation—without the burden of active management.

🔹 Where to start

We’ve partnered with Preferred Trust Company to simplify the process. You can learn more about how to invest through an SDIRA on our website here.

PHOENIX MARKETBEAT OFFICE REPORT

Access the Latest Quarter’s CRE Results for the Office Sector

Positive momentum is underway in the Phoenix office market. Between Phoenix’s economy, net absorption increasing, vacancy decreasing, and leasing activity holding steady, now is a great time to invest.

📈 OPPORTUNITY SPOTLIGHT

Streamline Investment Group III (SIG III)

✔ 4-6 Medical & Class B Office in Phoenix

✔ 8% Preferred Return

✔ 80/20 Profit Share

✔ Target IRR: 15%

Ready to diversify away from Wall Street and into real estate built for stability and growth?