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An Introduction to Alternative Investments

If you’ve been wondering whether alternative investments are a good idea for your portfolio, you’re not alone. Many investors are frustrated with current market conditions, leading them to seek out other investment options. While alternative investments offer many potential benefits, they’re not suitable for every investor. Before adding them to your portfolio, it’s essential to understand precisely what you’re getting into. Here’s what you need to know.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management By Jeffrey Bangerter on Aug 31, 2021

Acronyms and Initials: Understanding TICs and DSTs

Mention the words "investment property owners," and what might come to mind are mom and pop landlords who own a rental property or two. They may have come to enjoy the steady income their investment produces, but they also might be exhausted from all their maintenance and management responsibilities. However, they have other ownership options, such as the Tenancy-In-Common (TIC) and Delaware Statutory Trusts (DST) structures, if suitable.

Financial Planning Financial Advisor DST 1031 Exchange By Jeffrey Bangerter on Aug 17, 2021

Preserve Your Agricultural Assets with a 1031 Exchange

If you own a piece of agricultural property, like a ranch or farmland, you may at some point decide it’s no longer right for you. Selling your property outright can cause you to owe thousands of dollars in capital gains taxes, significantly reducing the amount of proceeds from the sale.

Financial Planning Financial Advisor DST 1031 Exchange By Jeffrey Bangerter on Aug 02, 2021

5 Critical Steps to Avoiding a Failed Exchange

If you’re thinking about selling your investment property, a 1031 exchange could potentially save you thousands of dollars in taxes. Although engaging in a 1031 exchange isn’t difficult, the process itself is fairly complex. You must ensure you follow a strict set of rules and meet all of the deadlines. Otherwise, you could cause the exchange to fail, lose the tax-favored status, and end up with a large bill from the IRS.

Financial Planning Financial Advisor DST 1031 Exchange By Jeffrey Bangerter on Jul 19, 2021

Understanding the 1031 Exchange

If you’re considering making changes to your investment property portfolio, a 1031 exchange could potentially save you thousands of dollars. This transaction, which gets its name from Section 1031 of the IRS tax code, allows investors to defer capital gains taxes on the sale of an investment property by swapping for a “like-kind” replacement property. While there are many potential benefits of engaging in a 1031 exchange, it’s also a fairly complex process. This makes it critical to understand a...

Financial Planning Financial Advisor DST 1031 Exchange By Jeffrey Bangerter on Jun 30, 2021

Children or Grandchildren with Part-Time Summer Jobs

Children and Grandchildren are taking advantage of the summertime to earn a little extra income before returning to the school year. Financial professional, Jeff Bangerter discusses some tax tips to understand the implications of summer jobs.

Financial Planning Financial Advisor Tax Planning Economic Update Tax Tips By Jeffrey Bangerter on Jun 25, 2021

A Helpful Guide to Making Confident Financial Decisions

We believe financial success is all about finding balance. It’s important to make suitable decisions and save for the future. However, you still need to enjoy the present moment and live a life that makes you happy. While this is an ongoing challenge, a few key lifestyle choices can make a big difference. Making good choices when it comes to your home, vehicles, and vacations can help you enjoy today while still building a solid foundation for your future. Here's a closer look at these important...

Retirement Financial Planning Financial Advisor Tax Planning Retirement Planning By Jeffrey Bangerter on Jun 14, 2021

The Future of the 1031 Exchange Has Yet to Unfold

A potential change to the Internal Revenue Code that President Biden touted during his campaign last year just moved a giant step closer to reality. The 100-year-old IRC Section 1031 may be headed to the gallows, and participants across all sectors of the real estate industry are preparing for a fight.

Market Update Retirement Financial Planning Financial Advisor DST 1031 Exchange Tax Planning Retirement Planning Economic Update By Jeffrey Bangerter on Jun 01, 2021

Retirement Questions for Educators

As an educator with a passion for your career, you may have mixed feelings about retirement. Not only is it difficult to leave a profession you truly love, but, if you’re like most Americans, you’re likely also concerned about whether you can actually afford to retire. While it’s common for educators to delay their retirement planning, starting early creates many benefits. Not only will it allow you to fully understand the position you’re in right now, but it will also allow you to develop strat...

Financial Planning Financial Advisor Retirement Planning By Jeffrey Bangerter on May 24, 2021

Women and Investing

There was a time when men handled all of a family’s financial affairs. However, many of today’s women earn their own money and take care of their own finances. Despite being financially savvy, women may also face unique challenges. Whether you’re single or with a partner, have children, or are starting to plan for your retirement, knowing what to watch out for will help you take control of your financial future. Here’s a closer look at four important financial roadblocks women face.

Financial Planning Financial Advisor By Jeffrey Bangerter on May 07, 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.

Investment advisory services offered through Bangerter Financial Services, Inc., a state registered investment advisor. Securities offered through Concorde Investment Services, Inc. (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 Services, Inc. is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

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 us at 916.965.1879.

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.

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