Securities offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. Insurance offered through Concorde Insurance Agency, Inc. (CIA) Reef Asset Advisors is independent of CIS and CIA.
To access Concorde’s Form Customer Relationship Summary (CRS), please click here.
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. Because investor's situations and objectives vary this information is not intended to indicate suitability for any particular investor.
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. Fo r 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.
Reef Asset Advisors
4901 Sweetbriar Dr.
Raleigh, NC 27609
Office No. (919) 675-2055