Three Popular Real Estate Tax Efficient Alternative Investments That Can Potentially Help Investors Avoid Stock Market Volatility
Consider These three Tax Efficient Alternative Real Estate Investments
Delaware Statutory Trusts
- Eligible for 1031 Exchange or Direct Cash Investments
- Passive Management
- Regular Monthly Distribution Potential
- Appreciation Potential
Real Estate Income Funds
- Move away from stock market volatility
- Invest in tangible real estate assets
- Increase potential income potential
- Appreciation Potential
Qualified Opportunity Zones
- Defer capital gains taxes on all asset classes
- Potentially eliminate all capital gains taxes earned from QOZ after 10 years.
- The potential for long-term appreciation
Pharmacy Net Lease 65 DST
| Asset Class | Single Tenant Net Lease |
| Leverage | 0% - All-Cash/Debt-Free |
| Location(s) | Encinitas, CA |
| Minimum Investment | $25,000 |
| Current Distribution | Monthly/Inquire |
Opportunistic Income Fund 75, LLC
| Asset Class | Income Fund |
| Leverage | 0% - All-Cash/Debt-Free |
| Location(s) | Various |
| Minimum Investment | $25,000 |
| Preferred Return | 10.00% |
Opportunity Zone Fund I
| Asset Class | Opportunity Zone |
| Leverage | 60.00% |
| Location(s) | Richmond, VA |
| Minimum Investment | $25,000 |
| Preferred Return: | 8.00% |
*Preferred returns are depended upon available cash flow and are not guaranteed.
*Distribution is not guaranteed and is subject to available cash flow. Please read the Private Placement Memorandum.
Read More About Alternative Real Estate Investment Strategies
DSTs
Real Estate Funds
Our Client Testimonials Speak for Themselves...
Chay Lapin was an invaluable resource for me as he helped me work through my recent exchange. He was very accessible and worked hard to find just the right replacement property to meet my needs. He also had technology that made finding the right match to my set of unique numbers, so much easier. I would recommend him to anyone with this particular need.
Vera D., Palo Alto, CA
I would like to express my appreciation for exemplary service from Jason Salmon. I was a novice to the world of the DST and 1031 exchange process. Jason worked with me every step of the way to guide me through what was initially for me, a very confusing and intimidating investment vehicle. He exhibited great patience and knowledge to help me achieve my goals. I look forward to working with Jason again in the future.
Ronald J., Westhampton Beach, NY
Hi, Betty: Thanks for all the help and guidance into the world of the Delaware Statutory Trust. The assistance helped me make decisions which will affect my legacy for my children, and my philanthropy for the years to come. Thanks to you and Orrin, I didn’t wind up with just one Pizza Hut ,but with some real estate which might fuel some of my larger dreams. The education is invaluable. I hope to see you more frequently.
Dr. Paul E., Ed.D, Washington D.C.
Betty Friant did a tremendous job of assisting us with the DST process. With her wealth of experience, she was able to field all our questions and help us find the DST properties that suited us best.
Rob E. - Bethesda, Maryland
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I would like to express my appreciation for exemplary service from Jason Salmon. I was a novice to the world of the DST and 1031 exchange process. Jason worked with me every step of the way to guide me through what was initially for me, a very confusing and intimidating investment vehicle. He exhibited great patience and knowledge to help me achieve my goals. I look forward to working with Jason again in the future.
Ronald J. - Westhampton Beach, NY
I have worked with many commercial real estate professionals but Dwight is by far the best. He is the most knowledgeable and energetic person in the business I know. He is always available to answer questions or concerns about anything and do it quickly. I would recommend him to anyone who wants investment advice in real estate.
Steve D. – Rolling Hills Estates, CA
