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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, etc., you have to gaze inwardly to assess your own comfort level as to when you want to start or when you want to stop taking financial risks – large or small. Or do you already have investments in real estate you’ve been managing for some years and you’re looking to take a step back to a more passive role? Consider the following questions to see where you might be on your investment path and some of the options you may have moving forward.

Is deferring your taxes one of your investment strategies?
Do you already have an investment property that you worked hard to purchase? Are you looking for ways to sell it or change it to something new? There are many opportunities to defer your taxes on your real estate investments, so you don’t have to claim them as capital gains.

How old are you?
Typically, the younger you are when you start investing means it’s easier to take greater risks if you’re playing the long game. You have more time in your future to cycle through the inevitable ups and downs of the markets. If you’re older and perhaps closer to retirement age, you may want to consider investments that are a lower risk. Are you at an age where estate planning is a priority and you’re looking for ways to do the best for your heirs?

What is your risk capital?
The amount of money you risk is called your risk capital. It makes sense that the higher your net worth and disposable income, the more you can typically afford to invest. At this point in your life, do you need or want more income? Are you replacing a current income?

What are your financial goals?
Your goal may simply be to try to make as much money as you can as fast as you can. Or you may be contemplating a long term investment strategy that you’re not planning to tap into for many years to come. Do you already own property that you’d like to consider transitioning into income potential? Our advisors can suggest which types of investments are more suited for each potential outcome.

Can you handle the ups and downs?
As mentioned above and especially if you choose real estate investments, one day the housing and leasing market will be your best friend, the next, you may want to hide! If you’re the type of person who can ride the swings with ease, you may be more suited for a high risk investment. If you prefer a more passive approach, then perhaps tax-deferred real estate investments like opportunity zones or DSTs may be more suitable.

Diversified Investment Strategies represents a team of experienced and trusted professionals specializing in real estate investment and services – including buying, selling, leasing, retirement planning and wealth growth and management through strategic, informed investment choices and a meticulous real estate investment analysis. As knowledgeable replacement property professionals, they help clients build a customized strategy that identifies suitable investments pursuing successful completion of a 1031 Tax-Deferred Exchange. Visit them at www.diversified1031 or call 866-261-0104.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results.  Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. 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.

Diversified 1031 does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Diversified 1031 is independent of CIS.