Passive Real Estate Investing

Discover the path to hassle-free real estate investing with Aurion Wealth Delaware Statutory Trusts (DSTs). These innovative investment vehicles offer a unique opportunity for real estate owners and investors. By potentially deferring capital gains taxes and providing the benefits of property ownership without the responsibilities of being a landlord, DSTs empower investors to enjoy passive income and professionally managed real estate investments. With DSTs, you can unlock the potential for lucrative returns and create a dividable asset for your heirs, all while leaving the landlord duties behind. Explore a smarter way to invest in real estate with DSTs from Aurion Wealth.

Passive Income

Receive passive income from real estate minus the work

Commercial Opportunities

Own shares of major commercial real estate properties that currently produce income

Cash Out Equity Option

Cash out the equity on your highly appreciated property into an income-producing property AND potentially defer your capital gains with a 1031 exchange

Hassle-Free Benefits

Get the benefits of real estate ownership and income without the stress and hassles of property management

Plan for the Future

DSTs offer the ability to create an easily dividable asset for your heirs

The Ideal DST Client

Review the questions below. Do any of them sound like you? If so, it may be time to talk about Passive Real Estate Investing with DSTs

OWN A HIGHLY APPRECIATED PROPERTY?

If you own valuable investment property and worry about high taxes when selling, consider a DST as a 1031 exchange. This might help you defer taxes and invest in income-producing property without managing it.

CURRENT LANDLORD DEALING WITH TERRIBLE TS?

Investing in a DST lets you enjoy real estate ownership without the hassles of being a landlord. You won’t deal with Terrible Ts: tenants, trash, or toilets. DST properties often have professional management, so you can avoid property upkeep and maintenance.

LOOKING TO REPLACE A RECENTLY SOLD PROPERTY?

Have you recently sold a highly appreciated investment property and are running out of time to find a suitable replacement? Consider investing in a DST, which qualifies as a like-kind 1031 exchange. This allows you to defer taxes on your gains while taking your time to find the right income-producing property for your investment needs. Don’t rush into a decision; choose a DST for tax deferral and a well-considered investment.

INTERESTED IN INCOME-PRODUCING PROPERTIES?

A DST can be a smart choice for your investment portfolio, whether you’re experienced in real estate or new to it. Sponsoring firms offer a variety of properties to fit your strategy, and you can even invest in income-producing properties.

THINKING ABOUT ASSETS FOR HEIRS?

Do you want to leave an easily dividable asset to your heirs? Investing in a DST allows you to own a share of real estate that can be divided easily among your loved ones, preventing family disputes over property ownership.

IF SO, LET'S TALK!

Schedule a Complimentary Review to discuss whether Passive Real Estate Investing with DSTs is right for you.

Passive Real Estate
Investing: Is it Right for You?

Consider these options for Generating Income Through Real Estate Investments When you think about real estate investing, it’s likely that two things come to mind. First, you might think of those popular television shows where someone buys a property, fixes it up, then sells it for a profit.

Disclosure:

To be an accredited investor, an individual must have had earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or, the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).

The information, suggestions, and opinions included in this material is for informational purposes only and cannot be relied upon for any financial, legal, tax, accounting or insurance purposes. Aurion Wealth will not be held responsible for any detrimental reliance you place on this information. Investments in a DST involve certain risks, including the potential lack of return, loss of principal and tax consequences.

Registered Representatives offer securities through New Edge Advisors, Member FINRA/SIPC. Investment Advisor Representatives offer Advisory services through New Edge Advisors, a Registered Investment Adviser. Aurion Wealth and NEA are unaffiliated entities.

Due to the risks involved in the ownership of real estate, there is no guarantee of any return on your investment, and you may lose all or a portion of your investment. This is neither an offer nor a solicitation to purchase any products, which may be done only with a current prospectus. Investors should consider their investment objectives and risks, along with the product’s charges and expenses before investing. Please read the prospectus carefully before investing.

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