Q&A

Yes, I have previously invested in four (4) different DST Properties. I have also invested in many other professionally managed, Real Estate offerings in which my clients also invest. These alternative investments now represent approximately 25% of my personal family investment net worth.

Yes, but you will have to pay taxes on that portion of the proceeds that you receive and retain. You can defer the taxes on that portion that is invested in the 1031 DST Replacement Property(s). Note, if there is debt associated with your property special IRS rules apply, and a partial 1031 Exchange may not be possible.

No, my role is as an Investment Professional only. I do not compete with your CPA or Tax Advisor. You should continue to consult with them concerning your individual tax situation.

No, there is no charge for any of my 1031 Exchange Investment Consultation Services. We are paid by the Sponsor of the 1031 DST Property(s). All investment charges and fees can be found in the Private Placement Memorandum that will be furnished to you prior to you making an investment.

We have clients in Louisiana, Texas, Mississippi, Florida, Colorado, Virginia, Pennsylvania, and California. We can do business in any of the 50 States by easily obtaining a Securities License in that State.

All the paperwork that is needed can be completed by obtaining information from you by email and a telephone conference call. Once complete the paperwork will be sent to you for your digital signature. The Qualified Intermediary and Sponsors all accept digital signatures. If you prefer, overnight mail can be used for paperwork.