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Disclosure Notice


Check the background of this firm on FINRA’s BrokerCheck.

 
Content and links provided within this site are provided for general information and educational purposes only and are not intended to be a solicitation for the purchase or sale of any product or security. General discussions contained herein should not be construed as tax or legal advice.

Information was obtained from sources which Financial Designs, Ltd. deems reliable, however, its accuracy cannot be guaranteed. Information and prospectuses are available by contacting Financial Designs, Ltd.,

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.  FDL is independent of CIS and CAM. 

1031 & Accredited Investor Disclosures

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. 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 three years) 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.

Interests are being offered only to persons who qualify as accredited investors under the Securities Act, and a Qualified Purchaser as defined in Section 2(a)(51)(A) under the Company Act or an eligible employee of the management company. This presentation does not constitute an offer to sell or a solicitation of an offer to buy Interests in any jurisdiction to any person to whom it is unlawful to make such offer or solicitation in such jurisdiction. There will not be any public market for the Interests.