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Tax Practice Academy

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Tax Practice Academy

Educational Events

Educational Events

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Happy Hour

Thursday, February 22, 2024
4:00 PM 7:00 PM

Google Calendar ICS

Chicago happy hour networking - Location TBD

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.[BK1]

This is for informational 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.

DST 1031 properties are only available to accredited investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years; or have an active Series 7, Series 82, or Series 65). Individuals holding a Series 66 do not fall under this definition) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney.

There are material risks associated with investing in private placements, Delaware Statutory Trusts ("DSTs") and real estate securities including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition, including 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 investors should read the PPM carefully before investing paying special attention to the risk section.

The rules and regulations of the QOZ Program are complex, and compliance with the QOZ Program comes with significant challenges such as appreciation unpredictability, certain neighborhoods may be less accommodating to development, illiquidity for up to ten or more years, availability and cost of construction and development financing uncertainty, development and redevelopment real estate risks, as well as a number of Jobs Act interpretation uncertainty which may impact future risks, if any.

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 markets are 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.

Roth individual retirement accounts (IRAs) are available for individuals with income under specific amounts and offer lower contribution levels via after-tax money, which do not offer tax deduction in the contribution year. Withdrawals of account earnings must not be made until at least five years have passed since first contribution and earnings cannot be withdrawn before age 59 1/2.

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

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance offered through Concorde Insurance Agency, Inc. (CIA). Tax Practice Academy is independent of CIS, CAM, and CIA, all of whom are independent of Thornwood Financial.

Concorde form CRS