Broker Check

DST & Opportunity Zone Properites

1. For Accredited Investors as defined in Regulation D under the 1933 Act ($1 million net worth excluding primary residence or $200,000 income individually / $300,000 jointly two of the last three years and you are expecting to earn that much again this year, you qualify as an accredited investor).

Prospective investors, once properly qualified, will receive disclosure materials related to each offering including but not limited to the PPM and must review and understand all of the risks associated with investing prior to investment. Investments in private offerings are generally illiquid in nature, do not offer guarantees of income or that objectives will be met, may be considered speculative in nature and could lose some or all of their value and principal investment. Some investments herein may not be suitable for all investors.

Information found within the pages of this website should not and cannot be solely relied upon for any investment decision. 1031 exchange regulations are subject to change. Investors shall review planned financial transactions that may have tax or legal implications with their personal tax or legal representatives or advisors. Unless otherwise noted the photos shown are for illustrative purposes.