by Bryan Hakola | Jan 9, 2020 | 1031 Exchange, Diversified Investment Strategies, Real Estate Investors
Our team at Diversified Investment Strategies specializes in helping real estate investors with 1031 exchanges, in order to help defer some or all federal taxes on real estate investment property sales. Therefore, we get this question a lot: “Will a 1031 exchange work...by Bryan Hakola | Nov 20, 2019 | 1031 Exchange, Diversified Investment Strategies, Real Estate Investors
Are you just getting into real estate investing, or do you want to kick your investments up a notch and diversify? Our team at Diversified Investment Strategies is here to give you a quick, simple rundown on some of the most prevalent real estate options. Give us a...by Bryan Hakola | May 21, 2019 | Diversified Investment Strategies, Opportunity Zones, Real Estate Investors
A new type of investment option is available, called Opportunity Zones, which offer tax benefits similar to a 1031 exchange, but with different conditions. Our team at Diversified Investment Strategies is here to fill you in! Congress established Opportunity Zones in...by Bryan Hakola | Mar 20, 2019 | 1031 Exchange, Diversified Investment Strategies, Landlords, Real Estate Investors
If you still need to file your taxes for the 2018 year, allow our team at Diversified Investment Strategies to fill you in on the required IRS forms for 1031 exchanges. Contact our team with questions or for help! Your 1031 exchange must be filed in the year that it...by Bryan Hakola | Feb 14, 2019 | 1031 Exchange, 121 Exclusions, Diversified Investment Strategies, Real Estate Investors
Combining a 1031 exchange with a 121 exclusion is a powerful tax plan, but it’s important to note the many rules and regulations, which are always changing and growing. Our team at Diversified Investment Strategies can help you determine if this plan of action is...by Bryan Hakola | Jan 10, 2019 | 1031 Exchange, Diversified Investment Strategies, Real Estate Investors
Are you a real estate investor who is ready to give up the three T’s – toilets, trash and tenants? Are you ready for traveling and T time? Our team at Diversified Investment Strategies is here to help! You can give up your landlord duties, and make 2019 the...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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