Third Party Articles page

The articles we have listed below discuss trends and opportunities in the real estate investment market. They will provide helpful information, detailed reports, and comments from reliable third-party sources about many topics involving real estate investment processes. A variety of topics can be discussed within the real estate investment field, but we have chosen articles that cover a wide range of topics such as 1031 DST Exchanges, REITS, tax deferral, and the financial management, in order to keep you most informed. Understanding these processes will help our clients to make the best decisions they can make to reach their goals, and it is our job to partner with the client in order to make their goals attainable.

^{1031 Exchange DST, CIS and CAM 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.}

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.

Third Party Articles page

Third Party Articles page

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