by Bryan Hakola | Jan 12, 2022 | Opportunity Zones
In December 2017, Congress passed the Tax Cuts and Jobs Act, and a new section of the Tax Code was formed resulting in the creation of Opportunity Zones – a national tax incentive for real estate investors. An Opportunity Zone is a community area that has been...by Bryan Hakola | Nov 1, 2021 | 1031 Exchange, Diversified Investment Strategies
When we think of a shelter – as in one for inclement weather – it musters thoughts of being protected or taking refuge. While it’s not a place to evade a storm forever, it’s a spot to ride the weather out safely reducing your exposure. A tax shelter basically falls...by Bryan Hakola | Sep 14, 2021 | DST
As a reminder, a Delaware Statutory Trust (DST) is tax-deferred, multiple-owner investment purchased through a 1031 exchange, so at the end of the year each investor receives a pro-rata portion of the DST listing the rental income and expenses. It is considered...by Bryan Hakola | Aug 9, 2021 | Diversified Investment Strategies, Real Estate Investors
Deciding to pool all your investments into one place is akin to putting all your eggs into the same basket. And this isn’t always the best strategy. Ideally you want to balance out the weight and scope of your portfolio avoiding favoring one opportunity over another....by Bryan Hakola | Jul 12, 2021 | Real Estate Investors
The entire reason for investing, reinvesting or preserving an initial investment is to earn more money than you started with – otherwise why do it? But along with external factors such as the real estate market, market stability, economics, politics, current events,...Phone (866) 261-0104
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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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