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 | Feb 3, 2021 | 1031 Exchange, DST
While this sounds somewhat dramatic and ominous, there are some definite no-no’s and rules that have been developed by the IRS when it comes to Delaware Statutory Trusts (DSTs). The reason for these rules is not to challenge the investor. Instead, they are in place to...by Bryan Hakola | Jan 18, 2021 | 1031 Exchange, Diversified Investment Strategies, DST, Real Estate Investors
As the impact of the pandemic continues to affect real estate investment opportunities, our team at Diversified Investment Strategies is here to offer you some insight. While some real estate sectors are hurting, others are thriving. This is a great time to consider...by Bryan Hakola | Jan 18, 2021 | 1031 Exchange, Diversified Investment Strategies, Real Estate Investors
During these uncertain times, it’s important to diversify your real estate investment assets. REITs are one great way you can do that. Our team at Diversified Investment Strategies is here to help you choose the best investment options for you and your needs, and to...by Bryan Hakola | Jan 18, 2021 | 1031 Exchange, Diversified Investment Strategies, Real Estate Investors
The IRS issued its Final Regulations, or Final Regs, to clarify what ‘real property’ is under Section 1031 of the Internal Revenue Code. This defines what properties qualify for tax-deferred 1031 exchanges when exchanging like-kind properties. Statutory changes took...by Bryan Hakola | Nov 4, 2020 | 1031 Exchange, Diversified Investment Strategies, DST
If you are considering a 1031 exchange soon, a Delaware Statutory Trust, or DST, may be a great option for you. With a DST, you own a portion of a trust, called a Beneficial Ownership Interest. The trust owns the underlying real estate. There are multiple DST owners...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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