Reserve your seat at one of our complimentary lunch or dinner workshops!
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Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to educating and providing information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please reserve your seat online or give us a call. We’ll be happy to add you to our guest list.
As the stock and real estate market changes, different opportunities may become available to help you!
**ACCREDITED INVESTORS ONLY**
As the real estate market changes, different opportunities may become available to help you! Join our panel of 1031 professionals cover the 1031 process from start-to-finish. Get answers to the questions you've wondered about!
**ACCREDITED INVESTORS ONLY**
As the stock and real estate market changes, different opportunities may become available to help you!
**ACCREDITED INVESTORS ONLY**
What We Will Cover:
As the real estate market changes, different opportunities may become available to help you! Join our panel of 1031 professionals cover the 1031 process from start-to-finish. Get answers to the questions you've wondered about!
**ACCREDITED INVESTORS ONLY**
What We Will Cover:
Join us for our Wine Down Wednesday in Granite Bay, CA - Enjoy a glass of wine paired with appetizing bites and a brief product update!
As the stock and real estate market changes, different opportunities may become available to help you!
**ACCREDITED INVESTORS ONLY**
Dinner is on us! Join us in Pleasanton, CA and enjoy a live Q&A with 1031 professionals.
**ACCREDITED INVESTORS ONLY**
Dinner is on us! Join us in Pleasant Hill, CA and enjoy a live Q&A with 1031 professionals.
**ACCREDITED INVESTORS ONLY**
As the real estate market changes, different opportunities may become available to help you! Join our panel of 1031 professionals cover the 1031 process from start-to-finish. Get answers to the questions you've wondered about!
**ACCREDITED INVESTORS ONLY**
Do you meet the qualifications to be an Accredited Investor? Join us and learn how to join our private Accredited Investor Community.
Toll-Free: 800.451.2351
Fax: 916.965.5418
Roseville, California:
1380 Lead Hill Blvd., Suite 180
Roseville, CA 95661
Office: 916.414.9962
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services offered through Bangerter Financial Services, Inc., a state registered investment advisor. Securities offered through Concorde Investment Services, Inc. (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at 916.965.1879.
There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.
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