John Harvey
Owner @Cornerstone Real Estate Investment Services
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WORK HISTORY
Owner @Cornerstone Real Estate Investment Services
Orange County, CA, US
Cornerstone Real Estate Investment Securities specializes in real estate investment securities such as Delaware Statutory Trust (DST) properties and Tenant in Common (TIC) investment properties for section 1031 exchange (replacement properties), Real Estate Investment Trusts (REITs) and real estate funds. Please visit for more information.John Harvey is the author of Modern Real Estate Investing: The Delaware Statutory Trust available on Barns & Noble and Amazon. The book explains to the nation the concept in real estate investment known as the Delaware Statutory Trust (DST). The DST is a synthesis of one hundred years of real estate, securities, and tax laws that provide an investment entity that allows the modern real estate investor to build a diversified portfolio of institutional grade real estate under protective securities regulations and enjoy the tax advantages of gain nonrecognition using IRC section 1031 like-kind exchanges. The book not only introduces the DST but also guides the reader through the investment process by providing perspective in the choosing of brokers, sponsors, and properties as well as a more in-depth analysis of the DST offering.John Harvey is an independent registered representative of WealthForge Securities, LLC. Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. WealthForge Securities, LLC is not affiliated with Cornerstone Real Estate Investment Services.
EDUCATION
University of Southern California
Bachelor of Science
University of Southern California
Masters
SKILLS
ABOUT JOHN HARVEY
John Harvey is the firm’s owner and general securities principal. Mr. Harvey holds a Masters in Business Taxation (MBT) and a bachelor of science degree in Accounting from the University of Southern California (USC). He began his career in 1989 with the Beverly Hills office of Ernst & Young as a tax consultant to high net worth celebrities. Mr. Harvey is a licensed CPA since 1991. Beginning in 1992, Mr. Harvey worked as a tax consultant for Price Waterhouse and as a Senior Manager with Deloitte & Touché in Los Angeles. John Harvey is also the author of Modern Real Estate Investing: The Delaware Statutory Trust which in now available on Barns & Noble and Amazon. Mr. Harvey is also licensed as a Independent Registered Representative (FINRA series 24, 7, 66 and 63) and offers tenants-in-common properties for investment through WealthForge Securities, LLC (member FINRA, SiPC), He is also a licensed Real Estate Broker in the state of California. He is a member of the Real Estate Investment Securities Association (REISA), the National Association of Realtors (NAR), Apartment Owners Association (AOA), and the California Society of CPA\'s.John Harvey is an independent registered representative of WealthForge Securities, LLC. Securities offered through WealthForge Securities, LLC, Member FINRA/SIPC. WealthForge Securities, LLC is not affiliated with Cornerstone Real Estate Investment Services.
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