Diversified Investment Strategies

Diversified Investment Strategies Our expertise in handling 1031 Exchanges and investment solutions such as Delaware Statutory Trusts

Welcome to DIVERSIFIED INVESTMENT STRATEGIES (DIS) where you will find professional analysis backed by years of experience to ensure that your next investment is driven by an informed decision. Our expertise in handling 1031 Exchanges and investment solutions such as Delaware Statutory Trusts (DST’s), Triple Net (NNN), 721 UP-REIT Exchanges, Oil & Gas Royalties and other investment choices will gi

ve you options and enable you to make an educated decision – one that is right for your unique situation. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Diversified Investment Strategies 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.

via Multifamily Dive
10/13/2023

via Multifamily Dive

The Section 45L credit, revised under the Inflation Reduction Act, offers up to $5,000 per unit for certain certifications.

How the Top 1% of Property Managers Manage Delinquency https://bit.ly/45kKPGq via Multi-housing News
10/05/2023

How the Top 1% of Property Managers Manage Delinquency https://bit.ly/45kKPGq via Multi-housing News

Rent payments cover salaries, utilities, vendors, repairs and more. This is why effectively managing delinquency is critical.

Top Multi-Family Markets to Invest in 2023 via Multifamily Insiders
09/19/2023

Top Multi-Family Markets to Invest in 2023 via Multifamily Insiders

With so many property owners reaping the rewards of their multifamily property investments, it's understandable why more are eager to enter the multifamily investment space. Because 'location, location, location' still rules when it comes to making real estate investment decisions, we put together a...

Do this, but don’t do that in a 1031 exchange! https://bit.ly/3U8ofMl
09/12/2023

Do this, but don’t do that in a 1031 exchange! https://bit.ly/3U8ofMl

What is a 1031 Exchange A tax-deferred exchange under Section 1031 of the Internal Revenue Code is a method that allows you to sell an investment property and acquire another like-kind property while deferring state and federal capital gains taxes until later.   You can then reinvest your sale proc...

Ways to defer paying capital gains taxes: https://bit.ly/43FvrmU
08/25/2023

Ways to defer paying capital gains taxes: https://bit.ly/43FvrmU

CPAs, investments professionals and realtors often talk in their own language and a term that flies around regularly is “capital gains.” Since many people have not yet embraced the world of investing, this term may be unfamiliar. We’re here to assist you demystify real estate speak while helpi...

What you need to know about the replacement property in a 1031 exchange: https://bit.ly/3Prjk6d
08/11/2023

What you need to know about the replacement property in a 1031 exchange: https://bit.ly/3Prjk6d

If after a lot of research and reading through our website, you decide you want to dive into the 1031 exchange pool, you’ll need to know what’s next? Like all structured real estate deals and investments there are few hoops to jump through, t’s to cross and i’s to dot. But don’t fear – w...

Cities to keep an eye on for multifamily investments... via Multi-Housing News
08/08/2023

Cities to keep an eye on for multifamily investments... via Multi-Housing News

Multifamily construction in these 10 metros accounted for 40 percent of the total pipeline through May, according to Yardi Matrix.

08/01/2023
Miami’s weather isn’t just hot! Check out its rental market...via RentCafe https://bit.ly/406WYNl
07/28/2023

Miami’s weather isn’t just hot! Check out its rental market...via RentCafe
https://bit.ly/406WYNl

Once more, Miami is the nation’s hottest renting spot as Florida’s diverse and resilient economy continues to attract newcomers.

Will the accredited investor definition change? https://bit.ly/3pDMiJ2 via The DI WIRE
07/18/2023

Will the accredited investor definition change? https://bit.ly/3pDMiJ2 via The DI WIRE

Several bills broadening retail investors’ access to unregistered securities and private placements were passed this week by the House Financial Services

An UPREIT structure provides access to a portfolio of properties, professional management and the potential for steady i...
07/13/2023

An UPREIT structure provides access to a portfolio of properties, professional management and the potential for steady income.

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30366 Esperanza
Rancho Santa Margarita, CA
92688

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