THE DST DECISION MATRIX

ARE DSTs RIGHT FOR YOU? UNDERSTANDING THE DST DECISION MATRIX

Navigating the complex world of real estate investments requires a thorough understanding of various ownership structures and their respective benefits and drawbacks. In this article, we introduce the DST Decision Matrix, a comprehensive tool designed to weigh the pros and cons of DST ownership compared to other real estate investment options. By examining key aspects such as tax advantages, demands on your time, management responsibilities, and liquidity, and more, this matrix aims to provide investors with clear insights to make informed decisions that align with their financial goals and investment strategies.

Navigating your real estate investment journey with confidence starts with understanding the options available to you. The DST Decision Matrix we’ve introduced in this article is your key to comprehensively comparing the pros and cons of DST ownership against other investment structures. By delving into factors like tax advantages, time commitments, management responsibilities, and liquidity, this tool empowers you to make choices that best fit your financial goals and investment strategies. Ready to take your investment decisions to the next level?

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Contact

Zack Brough

7960 B Soquel Dr, Ste 253
Aptos, CA 95003
(415) 336-9225
zack@1031investmentstrategies.com

Mike Ghirardo

7200 Redwood Blvd, Ste 402
Novato, CA 94945
(415) 328-3919
mike@1031investmentstrategies.com

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Disclosures

General Disclosures
For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

Important Disclosure
The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the issuer, or any affiliate, or partner thereof (“Issuer”). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance is no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.

Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

1031 Risk Disclosure:

There is no guarantee that any strategy will be successful or achieve investment objectives;
Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
Potential for foreclosure – All financed real estate investments have potential for foreclosure;
Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions; -Impact of fees/expenses
Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits

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