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The 1031 Exchange and DST (Delaware Statutory Trust)

 

 
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The 1031 Exchange and DST (Delaware Statutory Trust)

 

Wednesday, October 16, 2024  |  10:00am PDT 

 

This 1-hour virtual presentation will be an overview of the 1031 exchange and provide details on the Delaware Statutory Trust vehicle. Stephanie Kelsey, from Asset Preservation, Inc. will be presenting on the 1031 exchange from a Qualified Intermediary perspective and will be available to answer questions during the Q&A.

 
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Your 1031 Exchange Resource

 
 
 
 
 
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Stephanie Kelsey

 

 Division Manager

 

Asset Preservation, Inc.
525 North Brand Blvd.
Glendale, CA 91203
866-857-1031
stephanie@apiexchange.com

 
 
 
 
 
 
 
 

Securities are offered through Lighthouse Capital Group, LLC, a Member of FINRA, SIPC.
JRW Investments, Inc. and Lighthouse Capital Group, LLC do not provide tax or legal advice. When completing a 1031 exchange, investors may incur tax liabilities if their transaction does not comply with IRC section 1031 requirements. When considering any investment, please consult with your tax and legal advisor(s) regarding the specifics of your situation.
The past performance of a Sponsor and its’ previous offerings is not indicative of future results. Investors should carefully read the Private Placement Memorandum (PPM) for any investment offering(s) they are considering.
Real estate investments are illiquid and highly speculative. Investing in real estate securities (e.g. DSTs, Non-traded REITs, LLCs, and LPs), involves material risks associated with owning, managing, operating, and leasing commercial real estate properties. These risks include, but are not limited to complete loss of principal, declining market values, reduction or disruption in income, tenant defaults, tenant vacancies, acts of God, etc. There are additional risks to consider when using leverage, which involves risks of default and foreclosure. Certain Associated Persons of the firm are affiliated with sponsors providing investment products that may be made available or recommended through Lighthouse Capital Group, LLC. This conflict of interest will be disclosed explicitly whenever it exists.
The business strategies and objectives discussed are not guarantees or projections of future performance; as such, undue reliance should not be placed on them. The Sponsor’s investment strategies involve known and unknown risks, uncertainties, and other factors that may cause the actual results to differ materially from what the Sponsor is intending to accomplish.
Cash flows, returns, and potential appreciation are not guaranteed, may be lower than anticipated, and may be reduced or interrupted due to underperformance. Real estate valuation and cash flow may be impacted by fluctuations in interest rates; macroeconomic conditions; acts of terrorism; environmental factors; liability risks; risks associated with zoning, city ordinances, applicable laws and government, compliance; title and escrow risks; floods, fires, and other natural disasters; credits risks; market risks; risks of obsolescence; and acts of God. Investors should not invest in real estate or real estate-related investments if they cannot afford a loss of income or the complete loss of their principal investment.
Note: The information contained in this message is privileged, confidential, and protected from disclosure. If you are not the intended recipient or an employee or agent responsible for delivering this message to its intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by replying to this message, and then kindly delete it from your computer. Thank you for your cooperation.
Caution: Electronic mail sent through the internet is not secure and could be intercepted by a third party. For your protection, avoid sending identifying information, such as account, Social Security, or card numbers to us or others. Further, do not send time-sensitive, action-oriented messages, such as transaction orders, fund transfer instructions, or check stop payments, as it is our policy not to accept such items electronically.

 
 
 
 
 
 

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Asset Preservation, Inc. (API) is a qualified intermediary under the federal 1031 exchange regulations. API (and its officers, directors, and employees) cannot provide tax or legal advice to anyone. Any tax-related information or other communication received from a representative of API is not tax or legal advice and should not be relied upon in making any decision. We strongly urge you to involve your tax and/or legal advisor (or to seek such advice) in any real estate, tax or business-related transaction.

Asset Preservation, Inc.

1420 Rocky Ridge Dr Ste 380, Roseville, CA 95661

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