DST Loss Lawyers

Shepherd Smith Edwards and Kantas DST Loss Lawyers Are Investigating HPI Real Estate Opportunity Fund IV Losses

Our Investment Loss Recovery Lawyers Can Help You Explore Your Legal Options

If you suffered investment losses in HPI Real Estate Opportunity Fund IV or any of the other real estate private equity investment funds and 1031 Delaware Statutory Trust (DST) programs from Hamilton Point Investments, LLC, contact Shepherd Smith Edwards and Kantas (investorlawyers.com) today. We represent investors who may have been unsuitably recommended any of the following by their broker-dealer:

HPI Real Estate Opportunity Fund III
HPI Real Estate Opportunity Fund IV
HPI Storage Fund I, LP
HPI Storage Fund III, LP
HPI Storage Fund IV, LP
HPI Miramar Square
HPI Waterford Landing DST
HPI Villas DST
HPI San Antonio Industrial, LLC
HPI Self Storage Military Fund, LP
HPI Self Storage Tampa 19 Fund, LP

Hamilton Point Investments is a real estate private equity investment company that owns and runs hotels, manufactured housing communities, and multi-family apartment homes. It raises money with the help of registered investment advisers and independent brokerage firms, who then promote HPI investments to accredited investors. These are high-risk investments.

Unfortunately, there are financial advisors that will disregard a customer’s best interests to market and sell these products to earn high commissions and other fees even when these investments are inappropriate given the customer’s risk tolerance level, level of investing experience, financial goals, and other key factors. This is a breach of fiduciary duty and it may also be a due diligence failure if the broker failed to properly look into whether the investment was, in fact, unsuitable for the customer.

What is A DST?

A Delaware Statutory Trust is a real estate investment trust set up for business purposes. Affiliation with the state of Delaware is not required. Typically established as a private agreement for real estate property, a DST holds the title to investment real estate while giving smaller investors a chance to own a fractional interest in institutional-grade, professionally run, commercial properties. The DST investor is then supposed to get a percentage share of tax benefits, income, and appreciation.

Investors usually need to invest at least $100K in a Delaware Statutory Trust, which is usually illiquid and can be seriously affected by market volatility. Meanwhile, the brokerage firms that promote DSTs can earn at least 7% in commissions.

The Financial Industry Regulatory Authority (FINRA) calls DSTs “non-conventional investments.” This is all the more reason for financial advisors to exercise proper due diligence before pushing one onto customers.

Real Estate Investments

Investments involving any kind of real estate are generally alternative investments and brokers are only supposed to market them to accredited investors. However, even sophisticated investors with money can be vulnerable to serious losses from a DST or a REIT.

Why Work With Our DST Loss Lawyers or Our REIT Fraud Attorneys?

For over 30 years, Shepherd Smith Edwards and Kantas have been representing investors in pursuing the damages from the broker-dealers and investment advisors whose financial advisor misconduct or negligence led to unnecessary, yet substantial investment losses. We know how to maximize your chances for a full recovery even against the largest Wall Street firms.

Many of us were former brokers who saw many of the bad behaviors that are tolerated and/or encouraged in that industry. It is why we left to become one of the most seasoned securities law firms in the US.

Over the years, more than 90% of our clients have obtained full or partial financial recovery. That equates to thousands of investors collectively getting paid many millions of dollars in damages because of our hard work, experience, and dedication.