Jay Dobbs Email & Phone Number

We provide clients with information about the 1031 Exchange benefits, risks, the process, the key requirements of IRC 1031, examples of DST properties, and answer any specific questions you may have.We perform comprehensive due diligence on new property offerings and only recommend those that we believe to be suitable to the goals of our clients. We perform detailed evaluation of each property’s offering Private Placement Memorandum (PPM) to identify strength/weakness of the property, leases, legal/tax structure of the investment, financial projections, and strength/stability of the tenants. In many cases we actually visit the properties and evaluate the property sponsor’s management, business plan, organization, and past track record.There are risks associated with investing in real estate and Delaware Statutory Trust (DST) properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies and illiquidity. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Effective 1031 Planning is independent of CIS, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.