EventsPerimark2024-01-22T06:44:09-08:00

Upcoming
Events

1031 Exchange Basics

April 23rd at 1:00 PM PST Richard D. Gann, JD […]

Apr 23 @ 01:00pm - 02:00pm

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Top Five Mistakes to Avoid in a 1031 Exchange

Top Five Mistakes to Avoid in a 1031 Exchange Join […]

Apr 30 @ 01:00pm - 02:00pm

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FREE Lunch Seminar | Real Estate Professionals, CPAs & Attorneys

FREE LUNCH SEMINAR! This FREE Lunch Seminar is for Real […]

May 13 @ 12:00pm - 01:30pm

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FREE Dinner Seminar | Rental Property Owners

FREE DINNER SEMINAR! This Dinner Seminar is for Rental Property […]

May 13 @ 06:00pm - 07:30pm

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FREE Lunch Seminar | San Diego, CA

FREE LUNCH SEMINAR! SEATING IS LIMITED! RSVP Location: Ruth's Chris […]

May 15 @ 12:00pm - 02:00pm

Ruth’s Chris Steak House Del Mar

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FREE Lunch Seminar | Real Estate Professionals, CPAs & Attorneys

FREE LUNCH SEMINAR! This FREE Lunch Seminar is for Real […]

May 20 @ 12:00pm - 02:00pm

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FREE Dinner Seminar | Rental Property Owners

FREE DINNER SEMINAR! This Dinner Seminar is for Rental Property […]

May 20 @ 06:00pm - 08:00pm

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FREE Dinner Seminar | Rental Property Owners

FREE DINNER SEMINAR! This Dinner Seminar is for Rental Property […]

May 22 @ 06:00pm - 08:00pm

4835 Meadows Road, Lake Oswego, Oregon

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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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