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We provide the education, connections, and personalized guidance you need to successfully find the right 1031 strategies and real estate investment opportunities.

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1031 Exchanges

Generally, Section 1031 of the Internal Revenue Code of 1986, as amended, provides an alternative strategy for deferring the capital gains tax that may arise from the sale of a property.

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Leadership Team

Living and working in North Carolina, we are inspired and influenced by the landscape and the energy of the state we call home.

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News Releases

We would like to keep you updated on the latest news involving real estate investment strategies, 1031 DST exchanges, and REIT opportunities.

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demo-s6.jpg1031 Exchange DST

WHAT IS A DELAWARE STATUTORY TRUST?

The Delaware Statutory Trust, often referred to by its nickname of DST, is a separate legal entity drafted as a trust under the laws of the state of Delaware.

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demo-s6.jpgLatest News Articles

As the markets continue their recovery in 2013 and beyond, investors face a more challenging tax environment. Federal capital gains taxes have increased from 15 percent to 20 percent for high-income taxpayers, passive investment income is now subject to a 3.8 percent Medicare tax, and many states are attacking budget shortfalls through higher taxes.

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demo-s6.jpgPrivate Placement REITS

A real estate investment trust (“REIT”), generally, is a company that owns – and typically operates – income-producing real estate or real estate-related assets.  REITs provide a way for individual investors to earn a share of the income produced through commercial real estate ownership – without actually having to go out and buy commercial real estate.

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Our Staff

Preston Image.jpg

Preston Mokris, CFP® 

Independent Advisor

 

Because investor situations and objectives vary this information is not intended to indicate that an investment is appropriate for or is being recommended to any individual investor.  This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies, and illiquidity. 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 two years, and reasonably expects the same for the current year) 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. 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. Insurance offered through Concorde Insurance Agency, Inc. (CIA). Reef Asset Advisors is independent of CIS, CAM and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV 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 the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at (919) 675-2055. Reef Asset Advisors does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Because investor situations and objectives vary this information is not intended to indicate that an investment is appropriate for or is being recommended to any individual investor. 

This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.

There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies, and illiquidity. 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 two years, and reasonably expects the same for the current year) 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.

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. Insurance offered through Concorde Insurance Agency, Inc. (CIA). Reef Asset Advisors is independent of CIS, CAM and CIA.

To access Concorde’s Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV 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 the services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at (919) 675-2055.

Reef Asset Advisors does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

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