1031 Tax Deferred Exchange & DST (Delaware Statutory Trust)
Accomplished with a Personalized Team Approach
DEFER CAPITAL GAINS TAXES AND RECEIVE THE BENEFITS OF A POTENTIAL INCOME STREAM WITH DST INVESTMENTS
A DST (Delaware Statutory Trust) Real Estate Investment grants you a share in the ownership of an institutional-grade asset, without any management responsibility. These investments can be purchased as Replacement properties in a 1031 Tax-Deferred Exchange, thereby deferring capital gains taxes on the sale.
Sourcenet Investment Services LLC can help ensure the success of your Exchange by personally guiding you through the 1031 transaction process. Learn more here.
The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments, or insurance. Such offers are made only by memorandum, prospectus or contract which should be read and understood before investing. With any investment there are various material risks and investors should know and understand them. 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. 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. 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. The views expressed in the enclosed articles are those of the author and the information was deemed reliable as of the date the article was first published, but is not guaranteed.
William McNamara is associated with Sourcenet Investment Services (SIS), LLC, which offers securities products through Concorde Investment Services, LLC (CIS), member FINRA/SIPC and advisory services offered through Concorde Asset Management, LLC (CAM), a SEC registered investment advisor. SIS and FAI Exchange are independent of CIS and CAM.
William McNamara is registered to sell securities in the following states:
Massachusetts, New Hampshire, New York, Vermont.
Personnel within Sourcenet are registered to sell Securities in the following states:
Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming.