Blake Elmer

Mon - Thurs: 9:00 AM - 4:00 PM(916) 965-1879 255 Parkshore Dr, Ste 140, Folsom, CA 95630

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1031 Exchange
Tax Strategies
Private Wealth Strategies
About Us
- Company
- Process
Resources
Schedule a Consultation

Blake Elmer

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[Description]

[Phone]

[email protected]

Latest Posts

What Investment Property Owners Should Know About the 721 Exchange
What QI’s Should Know About the 721 Exchange
DST as a Backup Replacement Property Option
How to Help Your 1031 Exchange Clients Diversify Their Portfolios
The Future of 1031 Exchanges: A Legislative Update
5 Advanced 1031 Exchange Strategies Your Clients May Not Know About
1031 Exchange Property Options (DSTs, Oil & Gas)
Your Guide to DST Proficiency

Contact Info

Office: 916.965.1879

Folsom, California:

255 Parkshore Dr, Ste 140
Folsom, CA 95630

[email protected]

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Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Bangerter Financial Services, Inc., a state registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Bangerter Financial Strategies, Inc. is independent of CIS, CAM and CIA.

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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 services referenced on this site are available in every state and through every advisor listed. For additional information, please contact us at 916.965.1879.

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.

¹Fixed Annuities are long term insurance contacts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.

1031 Exchange
Tax Strategies
Private Wealth Strategies
About Us
- Company
- Process
Resources
Schedule a Consultation

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