Articles on 721 Exchange

Understanding DSTs with 721 UpREIT Options: A Deep Dive

Daniel Raupp   |     25, Nov 2024

Beware the Tax Trap: The 721 UPREIT Dilemma Explained

Daniel Raupp   |     13, Jun 2024

What RIAs Don't Tell You About 721 UPREITs and DSTs

Amit Urban   |     04, Apr 2024

1031 Exchange, 721 UPREIT, and Real Estate Investment Trusts

Justin Kiehne   |     06, Feb 2024

This is for informational purposes only and is not an offer to buy/sell an investment. There are risks associated with investing in Delaware Statutory Trust (DST) and real estate investment properties including, but not limited to, loss of entire principal, declining market value, tenant vacancies and illiquidity. Diversification does not guarantee profits or guarantee protection against losses. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Because investors situations and objectives vary this information is not intended to indicate suitability for any particular investor. This information is not meant to be interpreted as tax or legal advice. Please speak with your legal and tax advisors for guidance regarding your particular situation.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA) Fortitude Investment Group is independent of CIS, CAM, and CIA.

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