Madrona Financial Services

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A Hassle Free Way To Add Real Estate To Your Portfolio

I WANT TO ATTEND!

I am an accredited investor.**

Be Our Guest At One of Our
Free DST Lunch and Learn Events:

Everett: Wednesday, October 11th, 12-2pm
Lombardi’s – 1620 W. Marine View Dr.
Everett, WA 98201

Seattle: Thursday, October 12th, 12-2pm
Ivar’s – 401 NE Northlake Way
Seattle, WA 98105

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**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).

Whether you are a current accredited real estate investor, or just want to learn more about real estate investing you won’t want to miss this event!

Meet Your Speaker

Brian Evans is the President and Chief Investment Officer of Madrona Financial Services and nationally published author, speaker, and regular guest speaker on CNBC’s Closing Bell, New Day Northwest on Seattle’s King-5, and Fox Business News.

You can also hear Brian each week as host of the Growing Your Wealth Radio Show on KTTH 770 AM, KRKO 1380 AM, and KVI 570 AM.

Interested in learning more about what we’ll cover? Read below!

Passive Real Estate Investment Benefits

Rather than deal with the “Terrible T’s” consisting of toilets, trash and tenants, many seasoned investors are in search of the “Terrific T’s” which give them time, travel and teeing off.

To accomplish these goals, many have turned to real estate investment strategies such as Tenants in common 1031 exchange.

Tenants in common 1031 exchanges have long permitted investors to own professionally managed properties with virtually no property management responsibilities. Most of these investors have been able to accomplish these forms of ownership in a tax-deferred manner through a 1031 Exchange.

Delaware Statutory Trusts

Though Delaware Statutory Trusts (DST) are not new, current tax laws have helped them to become an investment vehicle for investors who want the benefits of owning real estate without becoming a “landlord”, as well as current real estate investors who no longer want the responsibilities of being a landlord. DSTs allow owners of real estate to sell their rental properties and potentially defer capital gains taxes.

DSTs are derived from Delaware Statutory law as a separate legal entity, created as a trust, and real estate qualifies for Section 1031 like-kind exchange which defers the capital gains tax on the sale of real estate. In 2004, the IRS blessed DSTs with an official Revenue Ruling about how to structure a DST that will qualify as replacement property for 1031 Exchanges.

The Revenue Ruling (Rev. Ruling 2004-86) permits the DST to own 100 percent of the fee-simple interest in the underlying real estate and participate as beneficial owners of the property.

How DSTs Work

The real estate sponsor firm, which also serves as the master tenant, simply acquires the property under the DST and opens up the trust for potential investors to purchase a beneficial interest.

DST investors may benefit from a professionally managed, potentially institutional quality property.

Most DST investments are assets that your run-of-the-mill, small- to mid-sized accredited investors could not otherwise afford. However, by owning a beneficial interest in the DST, they can acquire this type of asset.

I’D LIKE TO ATTEND THE FREE DST EVENT

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Find out what The Bundle can mean to your retirement
and call Madrona Financial today for a free review.

844 MADRONA

Madrona Financial Services

Investments | Retirement | Taxes | Legacy

*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).

It’s important to all of us at Madrona Financial to keep our friends and clients informed. Our purpose is to continue to let you know what’s on our mind relating to the world of investing and retirement in an easy and fun format. If for any reason you would like to be removed from this list, kindly click on “Safe Unsubscribe” below.

Madrona Financial Services, LLC, is an investment advisor registered with the U.S. Securities and Exchange Commission. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training. Advisory services are only provided after receipt of disclosure documents and execution of an advisory agreement. The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal or insurance purposes. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services. When we refer to preparation and filing of tax returns, tax returns are prepared and filed by our wholly-owned sister company Bauer Evans, Inc. P.S., a licensed certified public accounting firm. DST investments are only available to accredited investors and are offered solely through the issuers offering documents. The DST sponsor determines whether to accept any individual’s subscription documents.

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