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5 Ways to Build Wealth With a 1031 Exchange DST

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After many years of owning and managing a multi-family rental property, you are ready for a lifestyle change and decide to sell your highly appreciated investment property. You know the tax liability from selling your rental property will be substantial.

5 Professionals Behind A Successful 1031 Exchange

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After many years of owning and managing a multi-family rental property, you are ready for a lifestyle change and decide to sell your highly appreciated investment property. You know the tax liability from selling your rental property will be substantial.

How to Select the Right 1031 Exchange Advisor

How to Select the Right 1031 Exchange Company

Facebook Twitter LinkedIn Email IRC Section 1031 is undeniably one of the most generous sections of the tax code; however, the IRS rules and timing requirements to complete a tax deferred 1031 Exchange are stringent. Navigating the 1031 process can be complex and a misstep can result in either a failed Exchange or the purchase […]

Is a Delaware Statutory Trust Right for Me?

Is a Delaware Statutory Trust Right for Me

Facebook Twitter LinkedIn Email Strategic decision making requires a framework for breaking down the variables and evaluating options. Determining what to do with your investment real estate is no different. Most multifamily and residential rental owners have heard about the benefits associated with selling their appreciated investment property and performing a tax-deferred 1031 exchange. Exchanging […]

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The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) 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.

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, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor.  This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation.

Securities offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. For Secure Asset Management’s Form CRS, click HERE. Real Estate Transition Solutions, ASI, and SAM do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.

Client examples are hypothetical and for illustration purposes only. Individual results may vary.

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