As real estate professionals—attorneys, CPAs, and investment property brokers—you understand the complexities that come with managing highly appreciated investment properties. Many of your clients find themselves in a bind: they own valuable real estate but are hesitant to sell due to significant embedded capital gains taxes. This dilemma is compounded by the fact that many older property owners no longer wish to manage these assets, especially as their children pursue their own careers and show little interest in taking over.

Imagine a solution that not only alleviates your clients' management headaches but also provides a pathway to diversify their investments without the burdens of a 1031 exchange. This is where we come in. Our Delaware Statutory Trust (DST) sponsors specialize in offering passive investment options that can replace the stress of active property management.

For investment property brokers, this presents a unique opportunity. By introducing your hesitant clients to DSTs, you can position yourself as a trusted advisor who helps them navigate a crucial transition. This not only opens the door for more exclusive listings but also helps you foster deeper relationships with clients who might otherwise remain stagnant in their investment strategies.

Encouraging your clients to sell their appreciated properties is no easy feat, especially when they fear the potential headaches of 1031 exchanges. However, DSTs allow for a seamless transition into passive income streams without the ongoing challenges of managing real estate. By highlighting this option, you can engage clients in meaningful conversations about their future, ultimately leading to more sales for you and peace of mind for them.

Together, we can help your clients unlock the value of their real estate investments while paving the way for a more manageable, diversified portfolio. Let’s collaborate to ensure your clients not only see the potential in selling but also feel confident in the next steps of their investment journey. By working together, we can create win-win scenarios that benefit everyone involved.

Reach out today to learn how we can support your clients and enhance your business! If you have any questions, please contact us.

Important Disclosures:

*This material does not constitute an offer to sell nor a solicitation of an offer to buy any security. Such offers can be made only by the confidential Private Placement Memorandum (the “Memorandum”). *There are material risks associated with investing in real estate securities including illiquidity, vacancies, general market conditions and competition, lack of operating history, interest rate risks, general risks of owning/operating commercial and multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks and long hold periods. There is a risk of loss of the entire investment principal. *DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million exclusive of primary residence, and/or possessing an annual income of over $200,000, or $300,000 with a spouse and expects the same or greater for the current year) and accredited entities (generally described as an entity owned entirely by accredited investors and/or owning investments in excess of $5 million). Please check with a qualified CPA or attorney to determine if you are accredited.*Past performance is no guarantee of future results. *Diversification does not guarantee returns and does not protect against loss. *Potential cash flow, potential returns and potential appreciation are not guaranteed. 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.