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    1031 Exchange DST

    Professionals

    Our Advice is dedicated to the deferral of
    taxes and preservation of income!

    Private Placement Real
    Estate

    Defer Capital Gains Tax

  • 1031 Exchange DST

    Professionals

    Our Advice is dedicated to the deferral of
    taxes and preservation of income!

    Delaware Statutory Trust
    And Triple Net Leased

    Eliminate the day-to-day headaches of property management

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How We Work

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

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Preston Mokris, CFP® 

Independent Advisor

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Heather Faucette , CPA

Independent Advisor

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