Concorde Financial Group

Concorde Financial Group Investment Types | 1031 Exchange | Services | Specialty Areas Learn more about our approach at www.concordefinancial.com.

At Concorde Financial Group, we specialize in investment solutions designed to clarify, simplify, and maximize the potential returns on our clients’ investments. Our team brings together over 50 years of combined experience in investment and asset management, offering clients a strategic approach to growing and preserving their wealth. We provide access to a range of investment opportunities tailo

red to meet the goals of high-net-worth individuals, accredited investors, and institutions. Our commitment to excellence, transparency, and personalized service ensures that every client receives thoughtful guidance and strategic investment solutions aligned with their financial objectives. Disclosure:
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory Services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance offered through Concorde Insurance Agency, Inc. (CIA) Concorde Financial Group is independent of CIS, CAM and CIA.

Thank you to all who voted for Concorde! Merry Christmas everyone!
12/23/2025

Thank you to all who voted for Concorde! Merry Christmas everyone!

Financial strategies are not only about today—they’re also about tomorrow. Legacy planning may include coordinating 1031...
11/28/2025

Financial strategies are not only about today—they’re also about tomorrow. Legacy planning may include coordinating 1031 exchanges, structuring trusts, or consolidating assets to simplify matters for heirs.

These conversations can provide clarity across generations and ensure strategies are aligned with both current and future goals. At Concorde, we guide families through these decisions with care and education.

11/26/2025

As Thanksgiving approaches, we pause to reflect on what matters most—relationships, trust, and the people who make our work meaningful. At Concorde Financial Group, we are deeply grateful for the clients, colleagues, and partners who allow us to serve as a trusted resource.

Your confidence in our team motivates us to uphold the highest standards of education and professionalism. From our Concorde family to yours, we wish you a safe and joyful holiday season.

With year-end approaching, investors may want to consider four key areas:– Reviewing account structures– Finalizing char...
11/25/2025

With year-end approaching, investors may want to consider four key areas:
– Reviewing account structures
– Finalizing charitable contributions
– Evaluating 1031 eligibility for property sales
– Coordinating with tax professionals before deadlines

Addressing these items early can provide clarity and confidence going into the new year. At Concorde, we help clients navigate these decisions with education and process.

Tax planning doesn’t begin in April—it often starts now. As the year winds down, reviewing account structures, evaluatin...
11/20/2025

Tax planning doesn’t begin in April—it often starts now. As the year winds down, reviewing account structures, evaluating property transactions, and coordinating with CPAs can ensure strategies are implemented before deadlines.

Q4 is an important time to confirm that financial and tax considerations align. Taking these steps now can help avoid last-minute challenges and position you for a smoother transition into the new year.

A Delaware Statutory Trust (DST) is typically a long-term investment designed to be held for the duration of the sponsor...
11/18/2025

A Delaware Statutory Trust (DST) is typically a long-term investment designed to be held for the duration of the sponsor’s offering. Like other real estate, DSTs are generally illiquid, and investors should be prepared for the full term.

While interests may sometimes be transferred to another accredited investor, sponsor approval is required, and secondary markets are limited. Evaluating liquidity needs in advance is a key part of determining whether a DST is appropriate.

Learn more about DSTs: https://concordefinancial.com/

In this , an investor sold their property on a compressed timeline and initiated a 1031 exchange. Success depended on c...
11/13/2025

In this , an investor sold their property on a compressed timeline and initiated a 1031 exchange. Success depended on clear communication and understanding IRS deadlines.

By preparing early, identifying options quickly, and working with professionals, the exchange stayed on track and achieved the intended deferral. This scenario highlights how education and structure can make a difference when timelines are tight.

One of the most common questions we hear is: What happens if I cannot identify a replacement property within 45 days dur...
11/12/2025

One of the most common questions we hear is: What happens if I cannot identify a replacement property within 45 days during a 1031 exchange?

IRS rules are strict—investors must identify replacement properties within 45 calendar days of selling the original property. Missing this deadline generally disqualifies the exchange. That’s why preparation, education, and structured guidance are essential when considering a 1031 strategy.

Our recent photo session wasn't just an opportunity to capture professional headshots, it was a reminder of what drives ...
11/11/2025

Our recent photo session wasn't just an opportunity to capture professional headshots, it was a reminder of what drives our work every day. Collaboration, professionalism, and teamwork are the foundation of how we approach each client conversation.

Behind every strategy is a team that values clarity, preparation, and a shared commitment to client outcomes. These are the qualities we strive to bring forward, whether in the office or in our work with the broader community.

Some financial conversations are best held face-to-face. Meeting in person allows for deeper discussions about goals, co...
11/07/2025

Some financial conversations are best held face-to-face. Meeting in person allows for deeper discussions about goals, concerns, and the strategies that may best fit your circumstances.

At Concorde Financial Group, we welcome clients into our office for complimentary consultations. These meetings provide the opportunity to explore 1031 exchanges, retirement income strategies, and legacy planning in a collaborative, personalized setting.

A month after ADISA’s most dynamic and synergistic gathering yet, we are still inspired by the collaboration and shared ...
11/05/2025

A month after ADISA’s most dynamic and synergistic gathering yet, we are still inspired by the collaboration and shared purpose that brought together more than 1,000 attendees from 450+ firms, including 85 exhibitors, all focused on advancing the future of alternative investments.

We are proud to recognize Concorde Financial Group's President, Mark Kosanke, who was honored with the ADISA Foundation Award for his continued dedication and leadership in the alternative investment community.

At Concorde Financial Group, we value the opportunity to engage with industry peers who share our commitment to education, transparency, and integrity — principles that guide our approach to helping investors pursue their long-term financial goals.

Address

51847 Van D**e Avenue
Shelby Township, MI
48316

Telephone

+12487408500

Website

Alerts

Be the first to know and let us send you an email when Concorde Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category