Website Terms & Conditions

Please read the following terms and conditions (“Terms and Conditions”) carefully before using this website.

Baseline Partners, LLC is an investment advisor firm with its principal place of business located in Arizona. Baseline Partners, LLC is in compliance with the current registration requirements imposed upon registered investment adviser firms by those states in which we operate. Baseline Partners, LLC may only transact business in those states or other jurisdictions in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.   

Important information describing Baseline Partners’s business operations, services, and fees can be viewed on the SEC’s website at www.adviserinfo.sec.gov. Baseline Partners, LLC will provide its Form ADV disclosure brochure, which serves as the firm’s disclosure document, to all clients upon request. Copies are also available to interested parties upon request.

This website is published in the United States for residents of the United States. Baseline Partners, LLC is not soliciting business in international jurisdictions where it is not registered.

This website is intended for informational purposes only. Despite our efforts to be accurate, these pages may contain errors and information that is no longer current. The information published on this website is subject to change on a regular basis without notice. This website should not be regarded as a complete analysis of the subjects discussed.

Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Baseline Partners, LLC) made reference to directly or indirectly by Baseline Partners, LLC in its website, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s).

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy (including investment strategies detailed on this website by Baseline Partners, LLC) will be either suitable or profitable for a client's or prospective client's portfolio and may result in a complete loss of principal.

Nothing on this website should be constructed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. Baseline Partners, LLC does not render or offer to render personal investment advice or financial planning advice through our website. 

Viewing or utilizing information on this website, or contacting or responding to our offices or investment adviser representatives does not create an investment advisory relationship of any kind.

Baseline Partners, LLC uses links to other web sites in an effort to assist users in locating information on topics that might be of interest to them. We cannot attest to the accuracy of information provided by linked sites. Linking to a web site does not constitute an endorsement by Baseline Partners, LLC of any of its employees of the sponsors of the site or the products presented on the site. Technical problems with outside links, other than a link that has been moved or changed, should be reported to the entity that maintains the site.

Our website is provided to you without charge as a convenience and for your information only. By providing access to our website content, we do not warrant nor represent the following:

  • the content is accurate or complete;

  • the content is up-to-date or current;

  • we have a duty to update any content;

  • the content is free from technical inaccuracies or typographical errors; and

  • your access to our website will be free from interruptions, errors, computer viruses, or other harmful components.

We do not assume any liability for these matters. In other words, you use our website at your own risk. Under no circumstances, including but not limited to negligence, shall we be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this website, even if one of our representatives has been advised of the possibility of your damages. Some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.

Investing involves risk of loss and you should be prepared to bear investment loss, including loss of original investment. 

Real estate investments are subject to the risks generally inherent to the ownership of real property and loans, including: uncertainty of cash flow to meet fixed and other obligations; uncertainty in capital markets as it relates to both procurements of equity and debt; adverse changes in local market conditions, population trends, neighborhood values, community conditions, general economic conditions, local employment conditions, interest rates, and real estate tax rates; changes in fiscal policies; changes in applicable laws and regulations (including tax laws); uninsured losses; delays in foreclosure; borrower bankruptcy and related legal expenses; and other risks that are beyond the control of the General Partner.

There can be no assurance of profitable operations because the cost of owning the properties may exceed the income produced, particularly since certain expenses related to real estate and its ownership, such as property taxes, utility costs, maintenance costs and insurance, tend to increase over time and are largely beyond the control of the owner. Moreover, although insurance is expected to be obtained to cover most casualty losses and general liability arising from the properties, no insurance will be available to cover cash deficits from ongoing operations.

  • A security exempt from registering with the U.S. Securities and Exchange Commission and state securities regulator is often referred to as a private placement or unregistered offering.

  • Only an “accredited” investor should invest in a private placement offering. To qualify as “accredited” investor, the investor must (a) have a net worth (not including primary residence) of at least $1 million, or (b) have an income exceeding $200,000 in each of the 2 most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year.

  • Private placement offerings often are speculative, high risk and illiquid investments. An investor can lose his or her entire investment in a private placement offering.

  • Private placement offerings are generally not subject to same laws and regulations, which are designed to protect investors, as registered securities offerings.

  • Private placement offerings typically have not been reviewed by a regulator to make sure risks associated with the risks of private placement investment have been adequately disclosed to prospective investors.

  • Private placement offerings often project higher rates of return, but this is typically because the risks of the underlying the private placement investment are also higher.

  • Private placement offerings are generally illiquid, meaning there are limited opportunities to resell the underlying security of the private placement. Therefore, an investor may be forced to hold the private placement security indefinitely.

  • The companies underlying private placement offerings often are not subject to a financial audit by an independent public accounting firm and therefore more susceptible to fraud.

  • Investors in a private placement offering are usually provided with less disclosure information than they would receive in a public securities offering. Consequently, investors know much less about the private placement investment and the people behind it. 

  • Private placement offerings have been used by fraudsters in the past, and consequently private placement offerings are one of the most frequent sources of enforcement cases conducted by state securities regulators. It may be very difficult or impossible for an investor in a private placement offering to recover the money invested from the sponsor of the private placement offering if such offering turns out to be fraudulent.

  • Before investing in a private placement offering, an investor should carefully read and fully understand the subscription agreement and the offering memorandum/private placement memorandum. 

  • For additional details about private placement offerings and red flags associated with such offerings, please visit: http://www.sec.gov/oiea/investor-alerts-bulletins/ib_privateplacements.html#.VDane410yUk