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Making the Most of Your Real Estate Investment

A Closer Look at the Benefits of 1031 Exchanges and DSTs

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Download your FREE copy of Making the Most of Your Real Estate Investment, our latest informative guide on the potential benefits 1031 exchanges and Delaware Statutory Trusts (DSTs) offer real estate investors like you.

Inside, you will learn about many of the nuances of the 1031 exchange, and in particular, the popular DST structure which offers several unique benefits including:

  • Eliminating property maintenance and management headaches due to the DST’s passive investment structure
  • Estate planning efficiency due to the fractional ownership structure of the DST
  • Diversification potential enabling investors to participate in institutional quality properties of different asset types and in different geographical locations
  • How a 1031 exchange can boost your investment power
  • And more . . .

Download your guide now and discover how using a Delaware Statutory Trust for your 1031 exchange might be well worth a closer look!

 

Download Your Free Guide

 

 
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Roseville, California:

1380 Lead Hill Blvd., Suite 180
Roseville, CA 95661

Office: 916.965.1879

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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.

Securities offered through Concorde Investment Services, LLC (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 Strategies, Inc. is independent of CIS, CAM and CIA. To access Concorde's Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV, 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.

1Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

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