Bernardo Asset Management

Founded in 1991 and located in Evergreen, Colorado, Bernardo Asset Management (BAM) is a boutique alternative investment real estate securities firm specializing in 1031 Exchange Replacement Properties utilizing the Delaware Statutory Trust (DST) investment structure which is appropriate for 1031 tax-deferred exchanges. BAM researches the marketplace of DST Sponsors nationwide to find real estate solutions which meet the investor’s objectives, defer capital gains and depreciation recapture taxes, and provide passive monthly income*. *Distributions are not guaranteed.

Consultative Approach

With over 30 years of experience in the investment industry, I confidently offer my expertise to guide you through the complex world of investing. My journey started back in 1983 when I embarked on a successful career at two prominent Wall Street firms. During those eight years, I primarily focused on public and private placement real estate transactions, ensuring my clients’ assets were strategically allocated.

One aspect I want to underscore is my commitment to independence. As your trusted advisor, I work solely for you and prioritize your interests above all else. I strive to provide unbiased guidance, leveraging my vast experience and comprehensive knowledge to help you make informed decisions.

In 1991, I took a significant step toward independence by establishing my own company. This pivotal move allowed me to fully dedicate my expertise to serving clients like you. I choose to primarily work with a select group of DST Sponsors 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 the necessary Broker/Dealer and DST Sponsor paperwork and coordinate with your Qualified Intermediary (QI) to ensure a seamless and stress-free experience. Your journey is my journey and I am committed to guiding you every step of the way.

With my extensive background, unwavering dedication to independence, and holistic approach to investing, I am confident that I will provide the guidance and support you need to identify and select the best DST replacement property to complete your 1031 Exchange.

Services

Client-centered customer service, trust, hard work and professionalism distinguish Bernardo Asset Management from the marketplace of DST consultants.

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Identify current availability of Delaware Statutory Trust offerings in the marketplace.

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Provide guidance, educate and help investors select the best available DST replacement property to complete a successful tax-deferred exchange.

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Assist clients with paperwork required by Broker/Dealer and DST Sponsors.

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Coordinate with your Qualified Intermediary (QI) throughout the 1031 Exchange process to ensure a smooth replacement property purchase and close.

What Clients Are Saying

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“We really appreciate your expert and professional help given to us to orchestrate a successful 1031 reverse exchange real estate transaction.

You made us aware of a good investment property that we could exchange into to avoid our income tax liability. I was most impressed with the time you spent explaining all the details with us at our home which necessitated a drive from your home in Evergreen to ours in central Denver.

I would not hesitate to recommend you to someone who might be contemplating a 1031 exchange.”

— Bud & Alice, Denver, CO

“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. The sale of our
rental property had buyer credits and Wayne worked closely with our QI
to determine the amount we needed to add in order to avoid an
unexpected capital gain tax hit. He was always available to answer
questions and helped make the whole process painless. It’s only been a
few months but we’ve very happy with his DST recommendations.”

— Amy & Steve, Bay Area, CA

“My husband and I could not have been happier with the care and education we received through our financial transaction with you. As our first time doing a DST as part of a 1031 exchange, you made the process seamless and explained in excellent detail each step of the way. We appreciated your guidance as well as your expertise and many years of experience in helping us choose an excellent DST with a reputable company. If you have a 1031 exchange and are interested in doing a DST, this is your guy.”

— Lila & Steve, Haxtun, CO

“My wife and I were in the process of selling an investment property and were pursuing a 1031 Exchange route. We contacted our financial advisor who consulted with 1031 Exchange and DST Sponsors. Long story shortened; they were directing us toward a route with significant pitfalls that we did not recognize. Thank goodness the 1031 Exchange QI recommended that we talk with Wayne Bernardo before we made a final decision. Wayne very quickly and clearly explained the negative consequences involving the direction others were recommending we take. Wayne patiently explained the intricacies involved, listened to our desired goals and directed us toward a superior solution. We couldn’t be happier with the professional help Wayne provided for us. His expertise and experience were invaluable. Thanks, Wayne!”

— Steve & Trish, Aurora, CO

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. Please speak with your attorney and CPA before considering an investment.

Business Partners

Experience

Wayne Bernardo is the owner of Bernardo Asset Management and is a Registered Representative with Saxony Securities, Inc. He has been in the real estate investment securities industry since 1983. Wayne has participated in several millions of dollars of public and private securitized real estate transactions while working at two large NYSE member firms and as an independent advisor and owner of Bernardo Asset Management. Wayne holds securities licenses Series 7, Series 24 and Series 63.

About Wayne

Wayne resides and works in Evergreen, Colorado. He has served as Chairman of the Ambassador Committee of the Evergreen Area Chamber of Commerce. He is a graduate of Leadership Evergreen, which offers participants opportunities to learn from and interact with community leaders and organizations to enhance and strengthen their leadership skills with the goal of addressing issues that impact the Evergreen area mountain communities. He is also a former Rotarian.

Originally from the Berkshires, Wayne graduated from the University of Massachusetts at Amherst. He moved to Colorado to enjoy the Rocky Mountain lifestyle. Wayne and his wife Catherine have two grown children, Natalie and Nick, and their Wirehaired Pointing Griffon, Summer Breeze. He is an avid fly fisherman, golfer, enjoys skiing, traveling, cooking, watching live sports and spending time with his family, good friends and of course, Summer Breeze.

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.

(303) 981-1387