On-Demand - Watch Immediately

Invest with Confidence: Expert DST Due Diligence Insights

Austin Bowlin, CPAPartner, Chief Exchange Strategist
Real Estate Transition Solutions

Webinar Topic

Watch our webinar as we discuss DST and 1031 Exchange due diligence, how it's done and why it's important. Our industry professionals will review these complex topics, offering attendees a comprehensive understanding of the benefits of DSTs, the critical nature of due diligence, and the essential role of a 1031 Exchange Advisor. Whether you're a seasoned investor or just starting out, this session is tailored to equip you with actionable knowledge and strategies to maximize potential income and achieve your financial and lifestyle objectives.

Gain Expert Insights, Including:

Why Watch

Learn how experts optimize Delaware Statutory Trusts (DST) investment and mitigate risks through aggregate analysis. Attendees will uncover the nuances of DSTs, the rigorous process of due diligence, and the indispensable role of a 1031 Exchange Advisor. This webinar is designed to demystify the complexities and arm participants with the knowledge to make informed investment decisions.

Complete Fields Below for Immediate Access

First Name:*

Last Name:*

Email:*

Phone

Currently own investment property?

Yes

Are you an Accredited Investor?*

Yes

Not Sure

* Defined by SEC as an individual with a net worth (excluding primary residence) of $1,000,000+ or annual income in excess of $200,000 for last two years for an individual or $300,000 for a couple filing jointly.

Primary Real Estate Role*

Primary 1031 Exchange Interest*

Estimated Value of Property for 1031 Exchange*

Type of Property You're Selling*

Company*

This field is hidden when viewing the form

Company Unknown

Meet Your Speakers

Austin Bowlin CPA, is a Partner and the Chief Exchange Strategist at Real Estate Transition Solutions (RETS). Austin is an authority in 1031 Exchange strategies and Delaware Statutory Trust investments. With his expertise in tax analysis, exchange strategies and valuation, Austin is a trusted advisor for owners of highly appreciated investment real estate. Join our webinar to benefit from Austin’s experience in the complex world of 1031 Exchanges.

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.

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 services referenced on this site are available in every state through every advisor listed. For additional information please contact 888-755-8595 or email info@re-transition.com.