Full Disclosure: How to Invest in Passive Income Properties
This week, Hayley and Eddie learn more about DSTs from Peter Fisher, Co-Founder & Director of Sequent Real Estate + Wealth Management, and how they can be a stress-free 1031 exchange option. 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 three years; or have an active Series 7, Series 82, or Series 65. Individuals holding a Series 66 do not fall under this definition) and are 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. Learn how long the process takes and what qualifies on Full Disclosure.
Disclosures: This is for informational purposes only, does not constitute as individual investment advice, and should not be relied upon as tax or legal advice. IRC Section 1031, IRC Section 1033 and IRC Section 721 are complex tax concepts, therefore you should consult the appropriate professional regarding your individual circumstance. There are material risks associated with investing in DST properties and 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 investment principal. This Investment is speculative, is illiquid, and carries a high degree of risk – including the potential loss of the entire investment. Securities offered through Concorde Investment Services, LLC (CIS). Member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment advisor. Sequent Real Estate + Wealth Management is independent of CIS and CAM.
Stay up to date on the latest real estate trends.
Single-family home prices surged by more than 16% year-over-year, marking one of the strongest January performances in recent memory.
Single-family home prices posted modest year-over-year gains across both counties, while the condo market continued to slide with double-digit declines in Contra Costa… Read more
The San Francisco housing market closed out 2025 with impressive year-over-year gains in median sale prices. Single-family homes saw an 8.63% increase, with the median… Read more
As we moved through the holiday season, inventory levels dropped significantly across the East Bay.
The single-family home market is on fire in San Francisco right now, as the median sale price for a single-family home is reaching the highest level it’s reached in th… Read more
It’ll be important to pay attention to how this market evolves over the seasonally slow winter months, as dwindling inventories might drive prices up over time.
Last month we saw a big upward swing in median sale prices for single-family homes in San Francisco.
Listings are spending a lot more time on the market than they were last year, with single-family listings spending more than 20% longer on the market.
While much of the Bay Area is experiencing inventory issues, the vast majority of areas are seeing inventories begin to pile up. As we know, San Francisco has the oppo… Read more
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