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What is a Real Estate Investment Trust (REIT)?

A Real Estate Investment Trust (REIT) is a company that owns and operates income-producing real estate, such as apartments, shopping centers, office buildings, and hotel properties. REITs are typically publicly traded on a stock exchange, giving investors access to professionally managed, diversified commercial real estate portfolios. Investing in a REIT provides the investor with the potential to receive regular cash flow and capital appreciation.

Diversification Stock Market By Jeffrey Bangerter on Feb 01, 2023

Social Security Benefits

Did you know that if you are receiving Social Security Benefits, you may have to pay federal income tax on a portion of these benefits? Financial Professional, Jeff Bangerter discusses how the amount you must pay will depend on your specific income and filing status.

Market Update Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jul 08, 2021

New Messaging from the Federal Reserve

Financial professional, Jeffrey Bangerter explains how new messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices.

Market Update Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jul 06, 2021

Mixed Stocks Await Consumer Price Index

The Consumer Price Index (CPI) release on Thursday, June 17th, 2021 created anxious investors. Financial professional, Jeff Bangerter explains the CPI and the increase in inflation that exceeded most expectations.

Market Update Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jun 22, 2021

Mixed Signals in the Market

Financial Advisor, Jeff Bangerter explains the mixed signals of the market during the holiday-shortened week. Jobless claims were still reflective of a struggling labor market; however, consumer retail sales have increased.

Market Update Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Feb 26, 2021

The Year In Review

Financial Advisor, Jeffrey Bangerter discusses the fiscal year of 2020 in review. A year that was disrupted by a global pandemic affected economies, financial markets, and daily life. With two promising vaccines announced and starting to roll out, Congress approved another stimulus bill to assist the struggling economy. As we enter 2021, there are many unanswered questions, but the financial markets will be watching progress.

Market Update COVID-19 Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Jan 06, 2021

December Economic Update

In this month’s Economic Update, Financial Advisor, Jeffrey Bangerter discusses recent headlines that influenced the financial markets in November 2020. Positive news events, including positive clinical trials for a COVID-19 vaccine, and the election, energized investors. Traders are set to watch for the trajectory of new COVID-19 infections, but they are also looking ahead to when a vaccine will be available.

Market Update COVID-19 Financial Advisor Stock Market Wall Street Economic Update By Jeffrey Bangerter on Dec 11, 2020

Is Stimulus Near?

Fiscal stimulus negotiations resumed to further improve the outlook for the passage of a new stimulus package. The market rallied as a better-than-expected jobless claim report came out on Thursday. As the holiday shopping season began, in-store shopping was avoided; however, online shopping surged as retailers rolled out pre-Black Friday deals early.

Market Update COVID-19 Financial Advisor Stock Market Wall Street Stimulus By Jeffrey Bangerter on Dec 10, 2020

Dow Hits 30,000

With the announcement of another potential COVID-19 vaccine, stocks rallied to record high levels, with the Dow closing above the 30,000 milestone. Although states face COVID-related restrictions, there's still some hope such as healthy consumer spending and high sales of new homes.

Market Update COVID-19 Financial Advisor Stock Market Wall Street By Jeffrey Bangerter on Dec 02, 2020

New Infections Increase Anxiety

Stocks remain mixed amidst news of another COVID-19 vaccine option. New infections and state lockdowns eroded the stock gains of the vaccine announcement. Federal Reserve Chairman, Jerome Powell, warns that an increase in infections could prolong economic recovery.

Market Update COVID-19 Financial Advisor Stock Market Wall Street By Jeffrey Bangerter on Nov 24, 2020
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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.

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