Podcast
1031 Exchange & DST
Planning and Investments
The Insight Team
Articles and Education
Client Portal
Let's Talk
Podcast
1031 Exchange & DST
Planning and Investments
The Insight Team
Articles and Education
Client Portal
Let's Talk
Schedule a Consultation Call
But First Tells us a bit About Your Situation
Name
*
First Name
Last Name
Phone
*
(###)
###
####
Email
*
How Did You Hear About Us?
*
Referral
Listened to your podcast
LinkedIn / social media
Web search
Other
What State are You Located In?
*
What Can We Help You With?
*
Tell us a bit about your situation so we can be ready for our call.
Checkbox
To invest in Delaware Statutory Trusts you need to be an accredited investor. To be an accredited investor, a person must have an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year. A person is also considered an accredited investor if they have a net worth exceeding $1 million, either individually or jointly with their spouse (excluding primary residence). Rules are different for trusts and private businesses. Also, the SEC recently expanded rules for accredited investors. Please do your homework to confirm you are accredited.
Yes I'm an accredited investor
No I'm not accredited yet
Thank you! We will contact you to schedule a call.