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Diversify Your Portfolio with Real Estate

If your investment strategy only includes stocks and bonds, it may be time for a change.


Watch Brian Evans’ most recent interview on New Day Northwest!

Get the benefits of real estate without the work. Managed by professionals.

Whether you’re a current real estate investor looking to get out of active property management or an accredited investor* interested in adding real estate to your portfolio, it’s important to understand your options. At Madrona Financial Services, we’re constantly looking for new ways to help our clients seek out new opportunities that provide growth and security. These DST and REIT investment opportunities provide benefits like:

  • Real estate ownership without the debt or headaches of property management
  • The potential to satisfy the requirements for a 1031 exchange (DSTs) and avoid the capital gains and depreciation recovery tax on the sale of highly appreciated real estate
  • An easier asset to leave behind or divide amongst heirs than physical property
  • The potential for capital appreciation and hedging against inflation
  • The flexibility to even further diversify your investment by including various property types and geographies
Schedule your FREE review and download our article on Real Estate Investing!


Diversify today for a prosperous tomorrow.
Call Madrona Financial today for your free portfolio evaluation to see how real estate investing could fit into your diversification strategy.


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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).

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. Madrona Financial Services will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk. Additionally, Madrona Financial Services cannot and does not guarantee the performance of any investment or insurance product. Insurance products are offered through Madrona Insurance Services, LLC, a licensed insurance agency and affiliate of Madrona Financial Services. Madrona Insurance Services and individual advisors affiliated with Madrona Insurance Services and Madrona Financial Services receives commissions on the sale of insurance products. Clients are not required to purchase insurance products recommended or to otherwise implement financial advice through Madrona affiliates. 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. Madrona Financial Services, LLC is a registered investment adviser with the SEC. Our registration with the SEC or with any state securities authority does not imply a certain level of skill or training. 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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