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Important Qualified Intermediary (QI) Information You Should Know

Apr 15, 2024 — Noah Hochman

NexTrend Securities

What Do You Really Know About Your Financial Professional? BrokerCheck Is The Answer.

Apr 15, 2024 — Noah Hochman

Qualified Intermediary

The Role of the Qualified Intermediary, do I need one?

Mar 20, 2020 — Noah Hochman

NexTrend Securities

Comparing 1031 and 1033 exchanges

Jan 22, 2020 — Noah Hochman

Publications, Insights & News from the team at NexTrend Securities

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NexTrend 1031 DST Brochure|

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Disclaimer: ** 1031 Delaware Statutory Trusts (DST) Exchanges are only suitable for accredited investors, ($1 million net worth excluding primary residence or $200,000 individually/$300,000 jointly for the prior two years and same expected going forward) and accredited entities only.

1031 DST investments are Reg D private placements and are considered high risk and speculative. Please click here for Risk Disclosures and additional information on 1031 DST real estate and private placement risks disclosures, including considerations, limitations, and restrictions.

The information contained herein is neither an offer to sell nor a solicitation of an offer to buy securities. Do not construe the contents and discussion herein as legal, tax or accounting advice. The information contained herein is believed to be accurate, however, no such warranties, representations, or guarantees are provided to that effect, either expressly or implicitly. Further, the information contained herein is intended only to provide a high level overview and not an exhaustive explanation of the rules, regulations, exceptions, etc. generally applicable to a like-kind exchange pursuant to Internal Revenue Code Section 1031. The discussions and examples contained herein are based on law presently in effect. Nonetheless, readers should be aware that new administrative, legislative or judicial action could significantly change the information contained herein. Transactions involving Internal Revenue Code Section 1031 are considered complex and it is strongly recommended that investors seek competent, independent tax and legal counsel prior to initiating and while performing, such a tax deferred exchange.

Securities, such as the DSTs mentioned herein, have not been and will not be registered under the Securities Act of 1933 or applicable state securities laws, nor has the Securities and Exchange Commission or any state regulatory authority passed upon or endorsed the merits of the disclosure herein. In making a decision investors must rely on their own examination of the transaction and its terms, including the merits and risks involved. There can be no guarantee that the information described herein will suit your individual needs or that the rules governing such information will not change over time. NexTrend Securities, Inc., is not a tax advisor and does not provide tax advice. Note: Any Pictures depicted on this website are for example purposes only and may be currently or previously owned or being acquired by DST sponsors or their affiliates.

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