Home
About
1031 Exchange and DSTs
Past Offerings
Contact

Thank You

Thank you for wanting to stay up to date with Bernardo Assset Management.

Keep an eye on your inbox for more information.

Return to Homepage

BAM_White_noBKGD

IRC Section 1031, IRC Section 1033, and IRC Section 721 are complex tax codes; therefore, you should consult your tax and legal professional for details regarding your situation. Any information provided on this site is for informational purposes only. Securities offered through registered representatives of Saxony Securities, Inc., Member FINRA/SIPC. OSJ branch located at 11152 South Towne Square, St Louis, MO 63123. Securities only available in states where registered representatives are registered. Check the background/registrations of the investment professional on https://brokercheck.finra.org. Bernardo Asset Management and Saxony Securities, Inc. are separate entities.

This site is not an offer to sell, or a solicitation of an offer to buy securities. All real estate and DST properties contain risk. Please read the full private placement memorandum for a discussion of each property’s business plan and risk factors. There are no guarantees for projected cash flow and/or appreciation. Please do not invest in real estate or DST properties if you cannot afford to lose your entire investment principal. Past performance is not indicative of future results. Any information provided on this site has been prepared from sources believed to be reliable, but is not guaranteed by Bernardo Asset Management or Saxony Securities, Inc. and is not a complete summary or statement of all available data necessary for making an investment decision. All photos are representative of the types of properties that Bernardo Asset Management has worked with in the past. Investors will not be purchasing an interest in any of the properties depicted unless otherwise noted.

Investment in Delaware Statutory Trusts (DST) are speculative and involves substantial investment, real-estate and tax risks. There are no guarantees of cash flow, distributions or real estate appreciation. Investors could lose some or all of their investment in the DST. Investors are encouraged to review the Confidential Private Placement Memorandum in its entirety and consult with their own legal, tax, financial and business professionals prior to investing. Offers can only be made through the Private Placement Memorandum. All properties shown are Regulation D Rule 506c offerings available to accredited investors only (generally defined as having a net worth of greater than 1 million dollars and/or an entity owned entirely of accredited individuals or having gross assets of over 5 million dollars). Please speak with your CPA and attorney to determine if you and your investing entity are considered accredited prior to considering an investment.

Website Designed by Salt + Sage Web Studio

© 2025 | All Rights Reserved | Privacy Policy