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What is a DST? Created under Delaware Law, a DST is a specialized legal entity in which a sponsor firm, acting as trustee, acquires the property, holds the title, and guarantees the mortgage loan.

Ready to sell your investment property but not ready to buy another? Concerned about taxes if you don’t 1031 exchange? DST’s are a great option! What’s a DST and how does it work?

Today’s guests, Jamie Furlong with Legacy Investments & Real Estate and Danielle Whitney-Moore with Keller Williams Realty

There are material risks associated with investing in DST properties and real estate securities including illiquidity, general market conditions, interest rate risks, financing risks, potentially adverse tax consequences, general economic risks, development risks, 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. This is for informational purposes only. Because investor situations and objectives vary. This information is not intended to indicate that an investment is appropriate for or is being recommendation to any individual investor and does not represent tax or legal advice. Jamie offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Legacy Investments & Real Estate, LLC is independent of CIS, both of whom are independent of Debbie Marcoux and Danielle Whitney.”

For more information and to get a scenario customized to you, book your free phone consultation today, BOOK NOW

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Debbie Marcoux is licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act, NMLS ID 237926, also licensed in AZ-0941504, FL-LO76508, GA-69178, ID-167867, IL-031.0058339, NC, NV-57237, MO, OR, TN-184373, TX, WA-MLO-237926