The White Law Group Files FINRA Claim Involving Inspired Healthcare Capital and Concorde Investment Services
Chicago, Illinois – November 11, 2025 — The White Law Group has filed another FINRA arbitration claim involving Inspired Healthcare Capital (IHC) against Concorde Investment Services, LLC, a registered broker-dealer. The claim was filed on behalf of a retired couple in Arizona who allege that their financial advisor recommended an unsuitable investment in Inspired Senior Living of Augusta DST, a Delaware Statutory Trust sponsored by Inspired Healthcare Capital.
The claim seeks to recover between $100,000 and $500,000 in damages.
Allegations of Unsuitable Investment Recommendations
According to the claim, the investors were advised to purchase Inspired Senior Living of Augusta DST as a conservative, income-producing investment. However, DSTs are complex, high-risk real estate programs that are often unsuitable for many retail investors—particularly retirees seeking preservation of capital and liquidity.
The White Law Group alleges that Concorde Investment Services failed to adequately assess whether the investment was appropriate for the clients’ financial situation and failed to properly disclose the risks associated with the product.
Risks of DST Investments
DSTs, or Delaware Statutory Trusts, are frequently sold to investors seeking to complete 1031 tax-deferred exchanges. While they may appear attractive due to potential tax advantages and promised income streams, these investments carry significant risks, including:
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Illiquidity: There is typically no secondary market for DST interests, making it difficult to exit the investment.
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High commissions and fees: A large portion of investor funds may go toward upfront selling costs and sponsor compensation.
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Loss of control: Investors have no say in management or operations of the property.
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Potential loss of principal: Returns depend on the performance of the underlying real estate and the sponsor’s ability to manage the asset.
Because of these characteristics, DSTs are generally considered unsuitable for conservative investors or those needing access to their principal.
Inspired Healthcare Capital Suspends Distributions
Inspired Healthcare Capital, based in Scottsdale, Arizona, is a sponsor of private placement investments focused on senior living and healthcare facilities. The firm has offered several DST and REIT products to investors through independent broker-dealers nationwide.
In July 2025, Inspired Healthcare Capital suspended monthly distributions for a number of its investment programs, including Inspired Senior Living of Augusta DST, citing financial pressures within its portfolio. The suspension has led to growing investor concerns and numerous Inspired Healthcare Capital complaints and potential lawsuits.
Statement from The White Law Group
“Many investors are not fully informed about the risks associated with private placement real estate programs like DSTs,” said Dax White, managing partner of The White Law Group. “Brokerage firms have an obligation to perform due diligence on these offerings and to ensure that the recommendations they make are suitable for each client’s investment profile. When they fail to do that, investors often suffer devastating financial consequences.”
The White Law Group’s Experience with DST and Private Placement Claims
The White Law Group has filed numerous FINRA arbitration claims involving DST and private placement investments, including multiple cases related to Inspired Healthcare Capital offerings. The firm is currently investigating additional Inspired Healthcare Capital lawsuits on behalf of investors who were sold unsuitable DST or private placement investments by Concorde Investment Services and other broker-dealers.
If you have experienced investment losses in Inspired Healthcare Capital programs or other DST offerings, please contact The White Law Group at (888) 637-5510 for a free consultation to discuss your recovery options through FINRA arbitration.
About The White Law Group
The White Law Group, LLC is a national securities fraud, securities arbitration, and investor protection law firm with offices in Chicago, Illinois and Seattle, Washington. The firm represents investors nationwide in claims against brokerage firms and financial advisors involving unsuitable investment recommendations, misrepresentation, and failure to supervise.
For more information, visit www.whitesecuritieslaw.com
Last modified: November 11, 2025