E-Learning and Webinars

"Welcome to the E-Learning portion our website! This section is designed to further explain the services that we offer at 1031 Exchange DST. The virtual lesson will discuss the 1031 exchange process as it relates to deferring taxes. Our goal is that this e-learning session will improve your understanding, and answer some of the basic questions you may have pertaining to the processes of exchanging real estate. Please take a look at this helpful informational video we have posted below, and let us know if you have any questions!"

^{Reef Asset Advisors is independent of CIS and CAM, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only. This material is not to be interpreted as tax or legal advice.}

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.

E-Learning and Webinars

E-Learning and Webinars

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