TAKE CHARGE OF YOUR PERSONAL ECONOMY

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 REAL ESTATE

REIT’s traditionally are thought of as a good investment for diversifying assets. Modern portfolio theory advocates diversification to minimize overall risk. In other words, investors should allocate their portfolios among a variety of investments in order to weather different market conditions. It is believed that such a diversified portfolio may limit overall portfolio volatility or “risk.”

DST

A DST is a separate legal entity created as a trust under Delaware statutory law.  The law permits a very flexible approach to the design and operations of a DST. However, to use a DST in a Section 1031 syndication program, it must comply with the requirements of IRS Revenue Ruling 2004-86 and must also (if theDST’s property is debt-financed) meet lender requirements:

  • be a Special Purpose Entity (“SPE”);
  • be bankruptcy remote; and
  • be a very passive holder of real estate, with minimal trustee powers over the operation of the DST’s real estate, and no powers over the DST or its real estate at all in the hands of the DST’s beneficiaries.

Learn more about some of our investment opportunities.

For a quarter of a century, Don Meredith and Tactical Income, INC have stood out from the crowd with adherence to a set of ethics and principles that have produced results for clients.

We are at a unique point in history. Observation of the last few years of investment performance point to stand out strategies which have thrived and fit the new and ever-changing financial landscape. We have selected from the best in the class of these investments and offer personalized service to assist you in making sense of your finances and getting your personal economy under control. Our investment strategies are designed to minimize tax exposure as well.

Tactical Income, INC has come to be known for creating income streams which are resilient and customized to your personal goals, time horizons, investing styles and risk appetites. We invite you to call us to learn how to find investment balance and chart your new financial course…

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“Don Meredith is a pleasure to deal with. He is honest, kind and very knowledgeable. The DST is the best investment I have ever made. The payments come in like clockwork,  and it’s great to make money to live on without touching my principal investment.”

Laura D. - San Diego

“These testimonials may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results. These clients were not compensated for their testimonials.”

“Securities offered through Colorado Financial Service Corporation, member FINRA/SIPC, Tactical Income INC is independent of Colorado Financial Service Corporation.”

"THE MATERIAL CONTAINED HEREIN DOES NOT CONSTITUTE AN OFFER TO BUY OR SELL ANY REAL ESTATE, SECURITIES, OR INSURANCE.  SUCH OFFERS ARE MADE ONLY BY A SPONSOR’S MEMORANDUM OR PROSPECTUS OR CONTRACT WHICH SHOULD BE READ AND UNDERSTOOD BEFORE INVESTING  AS WITH ANY REAL  ESTATE INVESTMENT THERE ARE VARIOUS RISKS, INCLUDING BUT NOT LIMITED TO:  ILLIQUIDITY, LIMITED TRANSFERABILITY, AND VARIATION IN OCCUPANCY WHICH MAY NEGATIVELY IMPACT CASH FLOW, AND EVEN CAUSE A LOSS OF PRINCIPAL.  THERE ARE MATERIAL RISKS ASSOCIATED WITH THE OWNERSHIP OF  INVESTMENTS.  SOME INVESTMENTS ARE ONLY AVAILABLE TO SUITABLE ACCREDITED INVESTORS."

 

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