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 | Nov 7, 2022 | Real Estate Investors
CPAs, investments professionals and realtors often talk in their own language and a term that flies around regularly is “capital gains.” Since many people have not yet embraced the world of investing, this term may be unfamiliar. We’re here to assist you demystify...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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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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