Below is a slide show presentation regarding DSTs & Opportunity Zones created by our Chief Compliance Officer Tim Witt. Tim has been in the alternative asset space as long as we have (20+ yrs.) albeit on the compliance side rather than sales.
Download The Slide Show Here: 1031-OZ Workshop Slides
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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. 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.
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