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Category: DST Properties

How a 721 Exchange (UpREIT) Works

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A 721 Exchange (UpREIT), when combined with a DST, offers additional diversification, simplicity, and liquidity for real estate investors and estate planners.

Amazon Unlocks the Potential of Passive Real Estate Investing

Amazon Fulfillment

It is called the Amazon Effect—and you’ve probably heard a lot about it. The ecommerce giant has reshaped, well, nearly everything, from the way that consumers think about shopping and accessing goods to the global supply chain. For institutional investors, the Amazon Effect has squarely placed industrial properties as the darling of the commercial real estate market, and Amazon tenants are among the most coveted.

Diversification Among Delaware Statutory Trust Property Types

DST Property Types

Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Share on email Email Investment property owners generally own one property type, in one geographic area. The reasoning behind this approach is understandable – owners develop a proficiency acquiring and managing a particular property type, such as residential rentals or multi-family properties, and […]

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The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the Sponsor’s Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million dollars exclusive of primary residence) 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 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, potentially adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Because investor 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 Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM. To access Aurora Securities’ Form Customer Relationship Summary (CRS), please click HERE. For Secure Asset Management’s Form CRS, click HERE. Real Estate Transition Solutions, ASI, and SAM do not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.
 
Client examples are hypothetical and for illustration purposes only. Individual results may vary.
 
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