LUNCH SEMINAR!
This Lunch Seminar is for Real Estate Professionals, CPAs & Attorneys only!
Register Here!
Location:
Andrei’s Restaurant
2607 Main Street
Irvine, CA 92614
Can Your Clients Exchange Their Rental Property for a Better Lifestyle?
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CALIFORNIA OFFICES
Main Branch
100 E. San Marcos Blvd. Suite 400
San Marcos, CA 92069
Satellite
315 Montgomery Street
10th Floor
San Francisco, CA 94104
PACIFIC NORTHWEST OFFICES
Main Branch
450 Alaskan Way South
Suite 200
Seattle, WA 98104
(800) 445-5908
[email protected]
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Because investor situations and objectives vary this information is not intended to indicate suitability or a recommendation for any individual investor.
This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.
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.
DST 1031 properties are only available to accredited investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years; or have an active Series 7, Series 82, or Series 65). Individuals holding a Series 66 do not fall under this definition) 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.
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). 1031 Capital Solutions is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. To access Concorde's ADV Brochure, please click here.
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