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bart@legacy1031.com

call: 205.533.2052

1031 BASICS
1033 BASICS
DST BASICS
- DST vs IND OWNERSHIP
OPPORTUNITY ZONES
CURRENT OFFERINGS
RESOURCES
- GLOSSARY
- TAX CALCULATOR
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General Inquiry Virtual Meeting
Service Information
1 hr

CALL: 205.533.2052

OPPORTUNITY ZONE

CURRENT OFFERINGS

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This is for informational purposes only, does not constitute as individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor.

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, potential 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.

Institutional-grade properties generally refers to a property of sufficient size and stature to merit attention from large national or international investors, and typically have the characteristic of high quality assets in major markets and at price points beyond the reach of individual investors and smaller partnerships.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Bart Harrison at 205-533-2052 or email bart@1031legacy.com.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA / SIPC. Legacy 1031 is independent of CIS.

To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

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