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When completing a 1031 exchange, two popular securitized options for replacement properties are Delaware Statutory Trusts (DSTs) and Tenancy-in-Common (TIC) structures. Both enable investors to own a fractional interest in
Introduction For investors aiming to diversify their portfolios, deciding between publicly traded investments, such as Real Estate Investment Trusts (REITs), and private real estate options—like Private REITs and Real Estate
Introduction A 1031 exchange provides real estate investors with an opportunity to defer capital gains taxes by reinvesting the proceeds from the sale of one property into another property that
Introduction Delaware Statutory Trusts (DSTs) have gained significant traction among real estate investors, particularly for those utilizing 1031 exchanges. These trusts offer a pathway to passive ownership of substantial real
Introduction The 1031 exchange, a vital tool for real estate investors, allows the deferment of capital gains taxes when reinvesting the proceeds from one property into another of similar kind.
Introduction Investing in private placements, such as Regulation D (Reg D) offerings, provides distinct opportunities but also demands specific licensure. To legally provide personalized investment guidance on these exempt securities
Introduction As the investment landscape grows more sophisticated, seasoned investors are increasingly looking beyond traditional assets. One compelling strategy involves incorporating alternative real estate investments, particularly through Regulation D (Reg
Investing in real estate can be a lucrative way to grow your wealth, but it also comes with complexities, especially regarding taxes. For real estate investors looking to defer capital
In the complex world of real estate investing, Delaware Statutory Trusts (DSTs) offer a unique and flexible option for investors. DSTs allow for shared ownership of properties without the burdens
Investing in DST, UPREIT, and QOZ (Qualified Opportunity Zones) properties and alternative real estate securities carries material risks, including but not limited to liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, potential new supply entering the market and decreasing rental rates, general ownership and operation risks associated with commercial and multifamily properties, short-term leases related to multifamily properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long holding periods, and the potential loss of the entire investment principal. Past performance does not guarantee future results, and potential cash flow, returns, and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; individuals are advised to consult their legal or tax professional regarding their specific situation. This is not a solicitation or an offer to sell any securities. Investing in real estate and DSTs is speculative, illiquid, involves a high degree of risk, may result in a total loss, and is not suitable for all investors.
THIS IS NEITHER AN OFFER TO SELL NOR A SOLICITATION OF AN OFFER TO BUY THE SECURITIES DESCRIBED HEREIN. AN OFFERING IS MADE ONLY THROUGH DELIVERY OF THE PPM (PRIVATE PLACEMENT MEMORANDUM) AND IS AVAILABLE TO ACCREDITED INVESTORS ONLY. THIS MATERIAL MUST BE PRECEDED OR ACCOMPANIED BY A CURRENT PPM, WHICH SHOULD BE READ IN ITS ENTIRETY TO FULLY UNDERSTAND ALL IMPLICATIONS AND RISKS OF THE OFFERING OF SECURITIES TO WHICH IT RELATES.
Please consult the appropriate professional regarding your individual circumstances. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses.
This website and the information provided herein are for informational purposes only and should not be construed as a substitute for due diligence or independent research. You are strongly encouraged to conduct your own research and consult with professionals before making any investment decisions.
Daniel Abramowitz is an Agent of Millennium Commercial Properties, a non-affiliated Nevada Real Estate Brokerage, and offers real property brokerage services through Millennium Commercial Properties. Daniel Abramowitz is also a Registered Representative of World Equity Group, Inc. (WEG), a non-affiliated Broker-Dealer, and may receive commissions for executing client trades on securities he advises on, which are eligible to be sold through the broker-dealer. For further clarification, please refer to Orvida Investment Advisors, LLC’s Form ADV or contact Daniel Abramowitz.
Products and services are offered through affiliated companies of Orvida Capital, LLC. Orvida Investment Advisors, LLC, Orvida Property Advisors, LLC, and Orvida Real Estate Consulting, LLC are affiliated companies. Orvida Capital, LLC, and its affiliated companies do not offer legal or tax advice. Consult the appropriate professional regarding your individual circumstances.