8/21/25

Exchange into a REIT

DST Tax Reporting

Understanding DSTs

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Check the background of this firm on FINRA’s BrokerCheck. 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. 1031 Capital Solutions is independent of CIS and CAM. To access Concorde’s Form Customer Relationship Summary (CRS), please click here.   This material is for informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. Neither Concorde Investment Services, LLC or 1031 Capital Solutions provide tax or legal advice and you should consult your accountant and/ or attorney regarding your individual situation. Accredited Investors are defined in Regulation D under the 1933 Act as ($1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly two of the last three years). Investments in securities are not suitable for all investors. Investments in any security may involve a high degree of risk and investors should review all risk factors before investing. Investors should perform their own due diligence before considering any investment.As with any private placement investment, there are various risks including, but not limited to: loss of principle, limited liquidity, and limits on management control of the assets, tax status, risk, fees and expenses. All examples shown are hypothetical and are used for informational purposes only. Individual results may vary.

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Exchange into a REIT

DST Tax Reporting

Understanding DSTs

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Have Questions?

Schedule a Quick 15-Minute Call