Sue’s Words

“I started investing in rental properties over twenty years ago. My strategy for investing in real estate has always been capital preservation and tax reduction. After working long hours at my “day job” I found it challenging to give my rentals the attention they needed. In recent years I had a harder time finding investment properties that would cash flow. I had also grown tired of being a landlord and having the responsibilities that go along with managing tenants. I started looking at different options and first learned about DST’s a couple of years ago. Doing my due diligence felt overwhelming.

Then I met Patrick Furlong. Within minutes of talking with Patrick, it was evident that he had a depth of knowledge far beyond anyone else I had spoken with about DST’s. What a relief to be able to work with a professional who has expertise and wisdom about the real estate markets and 1031 exchanges. Patrick took the time to learn about my situation, educate me on the different types of investments available and discuss options that were best for my situation. His company has close relationships with the best DST sponsors which allowed me to feel confident that I was selecting premier properties. 

To be compliant with the 1031 exchange it was necessary to identify properties within 45 days. Patrick stayed in touch on a daily basis to insure I would get what I wanted. With time to spare, I found properties that were ideal for my situation. I am delighted to report that the new investments defer taxes, provide monthly income and most importantly - give me peace of mind. I am grateful to Patrick for his wisdom, patience and commitment to delivering exceptional service.”

The above testimonial is representative of the experience of a Legacy IRE (or Concorde Investment Services, Inc.) client whose full name has not been disclosed to maintain customer anonymity. The testimonial may not be representative of the experience of other customers and is no guarantee of future performance or success.