Matthew Shively

Matthew Shively

Matt has over 30 years of corporate finance experience across a wide variety of industries, including 14 years in financial services, and in multiple roles: CFO, Treasurer, Director of Accounting, Budgets, FP&A, and Portfolio Management. Matt’s first DST 1031 Exchange with Tangible Wealth Solutions (TWS) was all it took for Matt to resign as CFO of Frank D. Azar and Associates and join TWS to attempt to help others reach their retirement goals.

Financial Services Experience

Matt began his financial services career at Fannie Mae, working across IT, Capital Markets, and Corporate Finance. At Fannie Mae, Matt developed multinomial lattice models for pricing callable debt, managed corporate stock repurchases, and earned the Chairman’s award.

At ING, Matt managed the growth of a fixed income spread lending portfolio from $5 billion to $15 billion by expanding suitable asset classes and customized funding products to improve the funding spread. Additionally, Matt implemented new cash management procedures, new prepayment models, and led the development of a highly profitable Credit Default Swap (CDS) portfolio.

Matt’s financial services experience includes managing a $100 million FDIC distress mortgage portfolio and a $3 billion investment portfolio for SCL Health.

Personal Real Estate Investment Portfolio

Matt made his first real estate acquisition at the age of 22, a single-family home in northern Virginia. While working full-time and actively managing investment properties, Matt cautiously grew his real estate portfolio in the Washington D.C. – Maryland-Virginia region. The move to Denver, CO in 2021, and the positive carry on Denver real estate spurred additional growth in Matt’s residential portfolio.

Education and Professional designations

Matt earned his Bachelor of Science degree in Computer Engineering and an MBA from Virginia Tech and is a Certified Public Account (CPA).

Check the background of this investment professional on FINRA’s BrokerCheck.

Investment Philosophy:

Risk Mitigation

Disciplined Investment Process

No Market Timing

Long Term Growth Mindset

Based on Individual

Disclosures
Not an offer to buy, nor a solicitation to sell securities. All investing involves risk. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided on this site has been prepared from sources believed to be reliable, but is not guaranteed by Tangible Wealth Solutions or Colorado Financial Corporation and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation.

Securities offered through Emerson Equity LLC Member: FINRA / SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

1031 Risk Disclosure:
There is no guarantee that any strategy will be successful or achieve investment objectives;
Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
Potential for foreclosure – All financed real estate investments have potential for foreclosure;
Liquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits.

Oil and Gas Investment Risks:
Private investments in oil and gas are high risk, including, but not limited to, the following considerations:
Political risk – Federal or local governments could enact regulations or legislation that could adversely affect the oil and gas industry, thereby negatively affecting your investment.
Geological risk – Oil and gas production can be negatively impacted by extraction challenges and the possibility that accessible reserves in a deposit may be smaller than estimated. There is no guarantee that any drilling operation will be successful.
Supply, demand, and price risk – A reduction in oil and gas prices, a decrease in demand, or an oversupply can reduce or even eliminate investment returns.
Cost risk – Unexpected or increased operating expenses can reduce or eliminate investment returns.
Dividend cuts – Any dividend payments may be reduced or eliminated if the company is unable to generate sufficient revenue to fund payments to investors.
Oil spill risk – Beyond the cost of repairs, cleanup, potential fines, and possible litigation, oil spills can damage the company’s reputation, all of which can reduce or eliminate investment returns.

Opportunity Zone Disclosures:
Investing in Opportunity Zones is speculative. Opportunity Zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund’s underlying investment properties or businesses is not guaranteed. Investing in Opportunity Zone funds may involve higher risk than other established real estate offerings.
Long-term investment – Opportunity Zone funds have illiquid underlying investments that may not be easily sold. The return of capital and realization of gains, if any, generally occur only upon partial or complete disposition or refinancing of such investments.
Limited secondary market for redemption – Although secondary markets may provide a limited liquidity option, the amount typically received is often discounted from current valuations.
Difficult valuation assessment – The portfolio holdings in Opportunity Zone funds may be challenging to value, as financial markets or exchanges usually do not quote or trade these holdings. Therefore, market prices for most of a fund’s holdings are not readily available.
Capital call default consequences – Meeting capital calls is a contractual obligation. Failure to fulfill this requirement in a timely manner could result in significant adverse consequences, including, but not limited to, forfeiture of your interest in the fund.
Leverage – Opportunity Zone funds may use leverage in connection with certain investments or participate in highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase exposure to factors such as rising interest rates, economic downturns, or deterioration in asset condition.
Unregistered investment – As with other unregistered investments, regulatory protections under the Investment Company Act of 1940 do not apply to unregistered securities.
Regulation – Due to tax, regulatory, or investment decisions, it is possible that a fund or its investors may be unable to realize anticipated tax benefits. It is advisable to evaluate the merits of the underlying investment and not invest solely for potential tax advantages.

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