Are you fed up with the constraints of traditional DSTs and craving more control, liquidity, and flexibility in your 1031 exchange? In this episode, The Exchange Brothers chat with Forrest James and Derek Vogel from Appreciation Homes & Emerson Equity to unveil an exciting alternative... the Direct Title Security (DTS).

Discover how this innovative structure offers you fee-simple ownership of residential real estate with a credit-tenant lease already in place, merging the security of a DST with the freedom of direct ownership.

Key Topics Covered
– Why DTS stands out as a safer, more flexible 1031 Exchange option
– How a credit-tenant lease ensures income & minimizes risk
– Unlocking liquidity through cash-out refinancing without selling your property
– Harnessing qualified money (IRA / 401k) for effortless real estate ownership
– Inspiring real-world success stories and investor examples

Whether you’re an accredited investor, financial advisor, or real estate professional, this video will empower you to diversify your portfolio, maintain tax deferral, and seize greater control over your investments.

📞 Connect with our guests:
Forrest James – FJames@emersonequity.com
Derek Vogel – Derek@appreciationhomes.com

🎙️ Hosted by David & Tom Moore, The Exchange Brothers | Equity Advantage 1031Exchange.com

1031 Risk Disclosure:

There is no guarantee that any strategy will be successful or achieve investment objectives;
Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
Potential for foreclosure – All financed real estate investments have potential for foreclosure;
Illiquidity – Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

General Disclosure:

Not an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.

Securities through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

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