Strategies for Highly Appreciated Rental Real Estate

Learn about Delaware Statutory Trust (DST)​​​​​

Learn Single Tenant Triple Net Lease (NNN)​​​​​​​

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* Because investor situations and objectives vary this information is not intended to indicate that an investment is appropriate for or is being recommended to any individual investor. 
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This is for information purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.

Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated.

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.

There are material risks associated with investing in 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 principal.

Testimonials shared may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results. These clients were not compensated for their testimonials.

Oil and gas mineral royalty Interests are illiquid investments, are speculative and involve a high degree of risk; investors should be able to bear the complete loss of their investment. In addition, the oil and gas market is affected by many factors, such as general economic conditions, oil and natural gas pricing, financing markets, supply and demand, and other factors that are beyond an Offeror’s control. All these factors could restrict an investor’s ability to sell their mineral/royalty interests.

Aubrey Morrow of Financial Designs, Ltd. (FDL) offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. FDL is independent of CIS, all of whom and independent of Exeter 1031 Exchange Services & Exeter Trust Company and Keller Williams Realty.

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Charitable Remainder Trust (CRT)

Delaware Statutory Trust (DST)