by Bryan Hakola | Feb 23, 2023 | 1031 Exchange, DST
A 1031 exchange is a useful tool to potentially defer taxes when selling an investment property. One of the rules for a 1031 exchange is to replace the relinquished property with a like-kind alternative. There are various property replacement strategies that may be...by Bryan Hakola | Jan 9, 2023 | 1031 Exchange
Sometimes our plans just don’t work out. And if this happens, we should accept the change, consider new options and take a new path. This scenario can happen with your 1031 investment plans too. While we are firm believers in 1031 exchange and tax deferral...by Bryan Hakola | Oct 12, 2022 | 1031 Exchange
What is a 1031 Exchange A tax-deferred exchange under Section 1031 of the Internal Revenue Code is a method that allows you to sell an investment property and acquire another like-kind property while deferring state and federal capital gains taxes until later. ...by administrator | Jul 8, 2022 | 1031 Exchange
If after a lot of research and reading through our website, you decide you want to dive into the 1031 exchange pool, you’ll need to know what’s next? Like all structured real estate deals and investments there are few hoops to jump through, t’s to cross and i’s to...by Bryan Hakola | May 25, 2022 | 1031 Exchange
An increasing number of investors are exploring additional ways to make investments with tax benefits. Two such avenues are 1031 exchanges and opportunity zones. Both are gaining popularity, and both allow the investor to defer capital gains taxes, but like all...by Bryan Hakola | Feb 18, 2022 | 1031 Exchange
Let’s first explain what boot is and why you don’t want it. Ideally a 1031 exchange is a tax-deferred financial investment strategy that involves reinvesting into a like-kind property to defer capital gains. But if the replacement property isn’t the same value of your...Phone (866) 261-0104
info@diversified1031.com
Addresses
Mail: 30366 Esperanza
Rancho Santa Margarita, CA 92688
OSJ: 19500 Victor Parkway Suite #550
Livonia, MI 48152
Check the background of this investment professional on FINRA's BrokerCheck »
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
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 of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at info@diversified1031.com| Privacy Policy
Copyright © Diversified Investment Strategies, 2014-2023. All Rights Reserved.
Website Made With Visual Identity Group
What you must know about a 1031 exchange…
is it in your best interest?