Are you ready for
Steady Passive Income?* More Free Time? Informed Investing?
Are you ready for
Steady Passive Income? More Free Time? Informed Investing?
*Distributions are not guaranteed
Bernardo Asset Management
Specializing In 1031 Exchange
DST Replacement Properties
Delaware Statutory Trusts (DSTs) can be a game-changer for investors. With a DST, you can:
Defer Capital Gains
Defer federal and state capital gains, and depreciation recapture taxes, by executing a 1031 Exchange.
Access Larger Property
Access Institutional Grade properties which are typically larger commercial properties that previously required significant capital to purchase.
Maintain Cash Flow
Keep your passive monthly income* with the potential for capital appreciation.
*Distributions are not guaranteed
Free Up Your Time
Have professional third-party management without the burdens of the 3 T’s of property management: tenants, toilets & trash.
Don’t Bust Your 1031!
Are you finding yourself pressed for time to identify a replacement property for a 1031 Exchange? A DST provides a quick solution for savvy investors who want to defer taxes and achieve their financial goals.
Looking to avoid capital gains taxes?
Want reliable monthly income* without the hassle of being a landlord? *Distributions are not guaranteed.
Running out of time to identify a property?
“Wayne came highly recommended to us by our 1031 Exchange QI. As first
time DST investors, Wayne went above and beyond to guide us through
the process and the complexity of our situation.” – Amy & Steve, Bay Area, CA
This testimonial 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. Please speak with your attorney and CPA before considering an investment.
1031 Exchange Replacement Property Inventory Report
Send it to me!
Past Offerings
Hover over photos below to learn more.
Please call or email for a list of all current offerings.
Past Offerings
Tap on photos below to learn more.
Please call or email for a list of all current offerings.
Medical Office Property
Equity Offering: $16,620,000
Loan: 53%
Year Built: 2003, 2015 & 2016
Fully Funded
Multi-Family Property
Alabama
Equity Offering: $55,900,000
Loan: 48%
Year Built: 2021
Fully Funded
Industrial Property
Ohio
Equity Offering: $41,914,150
Loan: 86%
Year Built: 2020
Fully Funded
Self-Storage Property
MA & NY
Equity Offering: $26,819,736
Loan: 46%
Year Built: 2020
Fully Funded
Schedule A Consultation
Think a DST is right for you? I’d be happy to speak with you and determine if a DST is in your best interest.
About Wayne Bernardo
With over 30 years of experience in the investment industry, I confidently offer my expertise to guide and advise you in selecting a 1031 Exchange DST replacement property to complete a successful tax-deferred exchange.
I started my own company in 1991, allowing me to fully dedicate my expertise to serving clients like you. As an independent advisor, I work with just about all of the DST Sponsors across the country. I choose to primarily work with a select group and carefully evaluate their offerings to ascertain the best fit for your needs. This meticulous approach ensures that I align your investments with trusted sponsors who boast exemplary track records and offer the finest DST opportunities available.
Beyond assisting you in selecting the ideal DST, I go the extra mile to simplify the investment process. From start to finish, I will assist you with all of the Broker/Dealer and DST Sponsor paperwork and work with your Qualified Intermediary (QI) to ensure a stress-free experience.