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Introducing Clients to DSTs Can Help Grow Your Practice

Introduction to Delaware Statutory Trusts (DSTs) As you probably know, Delaware Statutory Trusts (DSTs) are legal entities that allow multiple investors to hold fractional ownership in commercial real estate assets. These trusts are especially popular for their role in 1031 exchanges, where they enable investors to defer capital gains taxes by reinvesting proceeds from the sale of a property into a "like-kind" asset. DSTs offer a unique blend of tax advantages, passive income potential, and acce...

Financial Planning DST By Jeffrey Bangerter on May 30, 2024

Retirement Options for a Real Estate Investor

As an investor, you have likely heard that investing in real estate can be a great way to build long-term wealth potential. However, as you prepare for retirement, it is important to understand the various types of retirement options that may be available to you as a real estate investor, and how to structure your investments to help manage taxes. In this blog post, we will explore various retirement strategies available and tax strategies that can help you manage your tax liability.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Estate Planning Tax Planning Annuities Asset Preservation Retirement Planning 401k Tax Management Qualified Opportunity Zones Opportunity Zones Alternative Investments Oil & Gas By Jeffrey Bangerter on Apr 07, 2023

What is Securitized Real Estate?

Securitized real estate refers to the process of pooling real estate assets and packaging them into securities. These securities can then be bought and sold by suitable investors, allowing them to invest in real estate without directly owning the physical property.

Financial Planning DST 1031 Exchange Alternative Investments By Jeffrey Bangerter on Mar 29, 2023

Different Approaches to Oil & Gas Investing

Our previous post discussed the potential advantages of Oil & Gas investing to help address today’s investment challenges. We focused that discussion on the most common private investment strategies, which included: Drilling Partnerships Direct Investments in Working Interests Direct Investments in Royalties

Financial Planning Financial Advisor Diversification Alternative Investments Oil & Gas By Jeffrey Bangerter on Jan 27, 2022

Oil & Gas Investing Advantages for Today’s Challenges

The Oil & Gas industry may have a “boom and bust” reputation among many, where fortunes have been won and lost over decades due to an array of factors often out of the investor’s control. Yet, the industry remains a compelling option for many investors, as it has the potential to provide certain advantages that other investments may not.

Financial Planning Financial Advisor Diversification Alternative Investments Oil & Gas By Jeffrey Bangerter on Jan 10, 2022

Investing in Oil & Gas with a 1031 Exchange

Many real estate investors are familiar with the 1031 exchange and how it can be used to defer capital gains taxes on the sale of investment property when reinvesting in “like-kind” replacement property. The like-kind definition under IRC Section 1031 is relatively broad, stating that properties must be held for business or investment purposes but do not need to be of the same grade or quality. For example, an apartment complex can be exchanged for farmland or an office building for a self-stora...

Financial Planning Financial Advisor DST Diversification 1031 Exchange Alternative Investments Oil & Gas By Jeffrey Bangerter on Nov 30, 2021

Trusts and Exchanges

Trusts are often involved in 1031 exchanges. For example, the relinquished property may be held in a revocable living trust formed for estate planning purposes. Or the replacement property may consist of an interest in a Delaware Statutory Trust (DST). Though serving different purposes, all of these trusts have certain common characteristics and follow specific rules. Understanding these characteristics and the regulations that govern these types of exchanges can help you overcome the challenges...

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By Jeffrey Bangerter on Nov 15, 2021

5 Reasons to Consider a 1031 Exchange

Investing in property brings many advantages, including portfolio diversification and the ability to create a passive stream of potential income. However, when the time comes to sell your property, the taxes you’ll owe can significantly reduce your profits. This is the primary reason why so many property investors choose to take advantage of a 1031 exchange.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By Jeffrey Bangerter on Oct 27, 2021

How to Invest in Alternative Investments

Alternative investments1 have been a recognized asset class for a long time, but recent volatility in the global stock markets has increased the attention on alternatives as a way to diversify portfolios and to potentially increase returns during periods of stress for more traditional investments including equities, fixed-income and cash.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management Alternative Investments By Jeffrey Bangerter on Oct 14, 2021

Important Insurance Tips for Young Adults

The transition into adulthood brings many exciting milestones. Whether you’re moving out on your own, starting a new career, or even starting a family, you’ll enjoy new freedoms and new responsibilities. As you step out on your own and start to accumulate assets, it’s important to have insurance in place to help protect them.

Financial Planning Financial Advisor Tax Planning Life Insurance 401k Tax Management By Jeffrey Bangerter on Sep 30, 2021
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The content is developed from sources believed to be providing accurate information. 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.

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). Bangerter Financial Strategies, Inc. is independent of CIS, CAM and CIA. To access Concorde's Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV, please click here

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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. Past performance is not a guarantee of future results.  Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. 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.

1Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

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