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We provide educational resources, professional guidance and access to institutionally-operated real estate options for 1031-exchange investors nationwide.

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  • How to Minimize 1031 Taxable “Boot”

    A perfect 1031 exchange has no "boot", meaning no taxable consequences. Alas, few things in this world are perfect, and exchanges are no exception. But if you follow the rules, you can keep your boot small.

  • Business/Marriage Breakups & 1031 Exchanges

    Breaking up with partners-either in marriage or business-does not have to ruin your 1031 exchange. But if you don't know the rules, a breakup can be a treacherous tax trap.

  • Vacation Rentals and 1031 Exchanges

    Can you exchange a personal vacation property that you also rent to tenants? Of course you can. Is it easy to trip over IRS rules? Of course it is

  • Passive Replacement Programs for 1031 Exchanges

    This episode is for investors seeking to retire from being landlords. If you are interested in conducting a 1031 exchange-but do not want to operate another rental property-a passive replacement program could be a suitable solution.

  • 1031 +UPREIT Strategy for Tax Deferral

    It is becoming increasingly common for passive 1031 investors to pursue a "one and done" strategy and ultimately own units of a REIT. If you would like to avoid the need for multiple 1031 exchange transactions, please watch this video.

  • Deferred Sales Trusts™ are No Substitute for 1031 DSTs

    "DST" stands for Delaware Statutory Trust-a bona fide 1031-qualified investment structure approved by the IRS in 2004. A Deferred Sales Trust™ is something else. Let us clear things up in this episode.

  • What do AFTER a 1031 Exchange

    Yes, there is a little bit more to do after you complete a 1031 exchange. With a little knowledge and a good tax professional, you should have no problem getting everything buttoned up.

  • The Greatest Risk in Real Estate? The Federal Reserve.

    The Greatest Risk in Real Estate? The Federal Reserve. If […]

  • The Fruit Salad of Capital Gains and Losses

    The Fruit Salad of Capital Gains and Losses You’re forgiven […]

  • Top Five Reasons to Consider a 1031 Exchange this Year

    Top 5 Reasons to Consider a 1031 Exchange in 2022 […]

  • The “Inflation Reduction Act” will only worsen inflation. What should you do?

    The “Inflation Reduction Act” will only worsen inflation. What should […]

  • Three Pillars of Real Estate Wealth Preservation

    Three Pillars of Real Estate Wealth Preservation If you owned […]

  • Jason and Rick on Real Estate News – September 15, 2022

     

  • Which Real Estate Investments Hedge Inflation Risk?

    Which Real Estate Investments Hedge Inflation Risk? In a recent […]

  • 1031 Exchanges with Seller Carry-Back Notes

    1031 Exchanges with Seller Carry-Back Notes During times of rising […]

  • Assessing Inflation’s Impact on Commercial Real Estate

    Assessing Inflation’s Impact on Commercial Real Estate Investors typically consider […]

  • Jason and Rick on Real Estate News – July 14, 2022

  • Inflation Drives Housing Further Out of Reach for Many Would-be Buyers

    Inflation Drives Housing Further Out of Reach for Many Would-be […]

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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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