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Real Estate Securities Overview

Invest Wisely in Real Estate

1 hOnline or In Person

Service Description

Explore investment opportunities in real estate securities with guidance from our specialists. Learn how certain real estate securities can provide excellent tax advantages. Whether you are doing a 1031 Exchange, Opportunity Zone Fund or simply trying to manage your real estate portfolio efficiently, this is for you. Understand market trends, evaluate risks, and make informed decisions to grow your portfolio. Book an overview session and enhance your knowledge!

Contact Details

123-456-7890

info@mysite.com

500 Terry Francine Street, 6th Floor, San Francisco, CA 94158

Contact

Address

8 Pleasant Street
Suite 2-B
South Natick, MA 01760

Contact

Strategic Wealth Management
508-975-3700

DISCLAIMER:

This site, including videos and material, is for informational purposes only and does not constitute an offer to buy or sell any investment. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments which include, but not limited to, illiquidity, loss of entire principal, declining market values, and tenant vacancies and may be offered only to clients who meet specific suitability requirements, including minimum income & net worth parameters.

 

There are material risks associated with investing in private placements, Delaware Statutory Trusts ("DSTs") and real estate securities including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition, including 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 investors should read the PPM carefully before investing paying special attention to the risk section.

 

DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) 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.

 

Securities offered through DAI Securities, LLC, member FINRA/SIPC.  Advisory services offered through Strategic Wealth Management, a state registered investment adviser. Insurance offered through DAI Securities, LLC. Strategic Wealth Management is independent of DAI Securities, LLC.

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