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Whether you're looking to increase the value of your current assets or exploring new opportunities, we provide tailored solutions that align with your specific objectives. Our goal is to deliver hands-on support, enabling you to make informed decisions and achieve your financial and investment goals with confidence.

Our Focus

At St. George Investment Group, we specialize in commercial real estate, offering a comprehensive suite of services designed to meet the unique needs of property owners and investors. Along with traditional services such as support buying and selling properties, we help identify replacement property options for clients seeking to defer taxes using a 1031 or 1033 Exchange.

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Our Philosophy

We are committed to meeting our clients’ expectations by adhering to the principles of transparency, integrity, and client-focused solutions. By prioritizing clear communication, ethical conduct, and a thorough understanding of our clients' needs, we build lasting, mutually beneficial relationships.

Our Process

We rely on data, market analysis and a variety of due diligence sources to identify strategic investment opportunities in the commercial real estate sector. In addition to technical tools, we leverage our national network of trusted relationships to ensure our clients are well-informed and poised to take advantage of investment trends and market conditions.

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Our Experience

With decades of combined experience in commercial real estate, financial services, and securities, our team has a deep understanding of both publicly traded securities and private, non-traded real estate investments. Our specialized knowledge also includes the strategic use of Delaware Statutory Trusts (DSTs).

Let's Connect

If you're ready to take the next step, let's connect!

Address

38 West Main Street

Carmel, IN 46032

Email

Phone

463.837.1031

Contact Us

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This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor.

 

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal.

 

Risks associated with 1031 exchange- A 1031 exchange has an identification period of 45 days from the sale of the relinquished property to identify a potential replacement property or properties depending on the value of the previous property. To defer all capital gains tax, you must reinvest the entire net proceeds from the sale of the relinquished property into the replacement property and acquire debt on the new property that is equal to or greater than the debt on the property that was just sold and relinquished.

Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.

 

Institutional-grade property generally refers to a property of sufficient size and stature to merit attention from large national or international investors, and typically have the characteristic of high-quality assets in major markets and at price points beyond the reach of individual investors and smaller partnerships.

 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact St. George Investment Group at 463-837-1031.

 

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA SIPC. St. George Investment Group is independent of CIS.

To access Concorde’s Form Customer Relationship Summary (CRS), please click here.

© 2025 by St. George Investment Group. 

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