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Hypothetical example(s) are for illustrative purposes only and are not intended to represent the past or future performance of any specific investment. Realized does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Furthermore, material distributed by Realized contains information that has been obtained from sources believed to be reliable. However, Realized and their affiliated broker-dealer Thornhill Securities, Inc. and their representatives do not guarantee the accuracy and validity of the information herein. This is provided for educational purposes only. Investors should perform their own investigations before considering any investment.
Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by prospectus that discloses all risks, fees, and expenses. Investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
This site is published for residents of the United States who are accredited investors only. Registered Representatives and Investment Advisor 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 representative listed. For additional information, please contact 877-797-1031 or email@example.com.
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 situation. This is not a solicitation or an offer to sell any securities.
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. THIS MATERIAL MUST BE PRECEDED OR ACCOMPANIED BY A CURRENT PPM WHICH SHOULD BE READ IN ITS ENTIRETY IN ORDER TO UNDERSTAND FULLY ALL OF THE IMPLICATIONS AND RISKS OF THE OFFERING OF SECURITIES TO WHICH IT RELATES.
Neither the SEC nor any other state or federal regulator has passed on or endorsed the merits of this offering or these securities and has not confirmed the adequacy or accuracy of the PPM. Any representation to the contrary is unlawful. All information contained in this material is qualified in its entirety by the terms of the current PPM.
Pursuant to requirements imposed by the Internal Revenue Service, any tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing or recommending to another person any tax-related matter. Please contact us if you wish to have formal written advice on this matter.
These offerings is not suitable for all investors due to its speculative nature. All investors must be “accredited investors” and/or “qualified purchasers” as defined in the securities laws before they can invest in the Fund.
No public market currently exists and one may never exist. DST programs are speculative and suitable only for Accredited Investors who do not anticipate a need for liquidity or can afford to lose their entire investment. Costs associated with a real estate transaction may impact investor’s returns and may outweigh the tax benefits.
All real estate investments have the potential to lose value during the life of the investment. There is no guarantee that investors will receive distributions or a return of their capital. These programs can give no assurance that it will be able to pay or maintain distributions, or that distributions will increase over time.
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.
Additional Written Content
This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.
Realized does not offer legal or tax advice. As such, this information should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers. Before making any decision or taking any action, you should consult with a qualified professional.
1031 Plan and Associated Documentation
These documents do not purport to be complete. Please read the PPM carefully before making an investment decision. Please pay careful attention to the “Risk” section of the PPM. There are material risks associated with investing in DSTs. 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. Investments in DSTs are speculative.
The projections of future performance contained herein are based on specific assumptions discussed more fully in the Private Placement Memorandum and do not constitute a guarantee of future performance. Investors should be able to bear the loss of their investment
DST Interests may be sold only to "accredited investors," as defined in Regulation D under the U.S. Securities Act of 1933, as amended (the "Securities Act"), which, for natural persons, refers to investors who meet certain minimum annual income or net worth thresholds and/or “qualified purchasers”.
Offers and sales of DST interests have not and will not be registered under the Securities Act or the laws of any U.S. state or non-U.S. jurisdiction and may be offered only pursuant to an exemption from such registration. Neither the U.S. Securities and Exchange Commission nor any other regulatory authority has passed upon the merits of an investment in the DST Interests, has approved or disapproved of DST Interests or passed upon the accuracy or adequacy of this document or any supplementary materials describing the DST Interests. DST Interests are also not subject to the protections of the Investment Company Act of 1940, including the limitations on self-dealing, affiliated transactions and leverage contained therein.
Calculator results are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary. We strongly recommend that you seek the advice of a financial services professional before making any type of investment.
Any electronic messages are intended only for the use of the individual or entity to which it they addressed and may contain information that is privileged, confidential and/or exempt from disclosure under applicable laws. If the reader of this message and/or its accompanying attachment(s) is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is strictly prohibited. If you have received any communication in error, please notify us by your e-mail reply feature, delete the original message and all copies thereof from your system, and destroy all hard copies of the message and its accompanying attachment(s).
Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.
Qualified Opportunity Zones and Funds
There are substantial risks associated with developing properties in an economically disadvantaged Qualified Opportunity Zone, including the possibility that government regulations regarding Opportunity Zone investments may change.
Marketplace/Real Estate DisclosuresMultifamily risk disclosure: The financial performance of the Properties is subject to those risks typically associated with investments in real estate. Fluctuations in vacancy rates, rent schedules, short-term leases, and operating expenses can adversely affect operating results.
Hotel risk disclosure: The financial performance of the Properties is subject to those risks typically associated with investments in real estate. Fluctuations in vacancy rates, daily rates, operating expenses, and unexpected costs arising from franchise agreements can adversely affect operating results. There is no guarantee that the Property Manager's objectives will be met. The market information provided above may not predict the future performance of the property.
Secondary Market Disclosure: Secondary Market transaction. may be additional factors to be considered beyond the risks associated with Delaware Statutory Trust (DST) offerings being introduced to the primary market for the first time. For more information regarding the current performance of this offering, or about our DST secondary market, call us at (512) 827-3654 or visit our FAQs page at https://www.realized1031.com/dst-secondary-market.