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

Types of Investment Options: DSTs

Visit the Bernardo Asset Management Website.

Contacts