by Bryan Hakola | Jul 15, 2024 | DST
Vetting and conducting due diligence on our Delaware Statutory Trust (DST) sponsors is critical to safeguarding your investments and ensuring alignment with your financial goals. This strict question/answer process allows us to assess the sponsor’s track record,...by Bryan Hakola | Jul 14, 2024 | Diversified Investment Strategies, Real Estate Investors
In the dynamic landscape of real estate investment, strategic decisions hinge upon an intricate balance between risk and return. Four distinct categories—Core, Core Plus, Value-Add and Opportunistic—emerge as key examples, each offering unique opportunities and...by Bryan Hakola | Dec 11, 2023 | DST, Landlords, Real Estate Investors
Are you considering investing in a DST but having a hard time giving up control? In this two-part series I will attempt to navigate the very real feelings associated with passive investing. I will explain why it’s something to consider, how it benefits your heirs, and...by Bryan Hakola | Nov 20, 2023 | DST, Landlords, Real Estate Investors
Are you considering investing in a DST or an UPREIT via a 1031 exchange but are having a hard time giving up control? In this two-part series, I will attempt to navigate the very real feelings associated with passive investing. I will explain why it’s something to...by Bryan Hakola | Sep 19, 2023 | DST
Another term for ‘embracing a passive investment’ could also be ‘giving up control of an investment.’ Both mean the same thing, but they conjure vast psychological differences for some investors. Does the concept of giving up control feel foreign or even scary? But is...Phone (866) 261-0104
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Mail: 30366 Esperanza
Rancho Santa Margarita, CA 92688
OSJ: 19500 Victor Parkway Suite #550
Livonia, MI 48152
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Numerical information as of October, 2019. This material is for informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Hypothetical examples are for illustration purposes only and individual results will vary. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) 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 risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee profits or guarantee protection against losses. Third-party company names and photos depicted herein may have proprietary interests in their names and trademarks. Nothing herein shall be considered to be an endorsement, authorization or approval of Diversified Investment Strategies and CIS, or the investment vehicles they may offer, by the aforementioned companies. Further, none of the aforementioned companies are affiliated with Diversified Investment Strategies and CIS in any manner. Because investors 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 Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Diversified Investment Strategies and Diversified Real Estate Advisors are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
OSJ Address: 19500 Victor Parkway, Suite 550, Livonia, MI 48152
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