The White Law Group Files FINRA Claim Against Concorde Investment Services Involving Inspired Healthcare Capital DST Investments
November 2025 – Chicago, IL — The White Law Group has filed a FINRA arbitration claim against Concorde Investment Services, seeking to recover investment losses on behalf of an Indiana resident involving allegedly unsuitable recommendations in Inspired Senior Living of Augusta DST, Inspired Senior Living of Fort Myers DST, and Inland Corporation.
The claim, filed with the Financial Industry Regulatory Authority (FINRA), alleges that Concorde Investment Services failed to perform adequate due diligence and failed to supervise its financial advisor who recommended the Inspired Healthcare Capital (IHC) and Inland investment offerings. The claimant is seeking damages estimated between $500,000 and $1,000,000.
Inspired Healthcare DST Investment Losses
The case involves offerings including those sponsored by Inspired Healthcare Capital, a real estate investment company that raised capital from investors through various Delaware Statutory Trust (DST) programs, including the Inspired Senior Living DSTs. In July 2025, IHC reportedly suspended distributions to investors, leaving many retirees without the expected income stream and uncertain about the return of their invested principal.
The Inspired Healthcare DSTs were marketed to investors as passive, income-producing real estate investments tied to healthcare and senior living facilities. However, these investments have proven to be highly illiquid and risky, particularly as the healthcare real estate market continues to face financial strain.
The Risks of Delaware Statutory Trust (DST) Investments
DSTs are complex real estate investment vehicles often used in 1031 exchange transactions for tax deferral. Despite being marketed as stable income opportunities, they carry significant risks, including:
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Illiquidity – Investors generally cannot sell their interest before the trust terminates.
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Market and operational risk – Returns depend on tenant performance and property management.
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High upfront fees and commissions that can significantly reduce overall returns.
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Lack of control – Investors have no say in how the property is managed.
For these reasons, DSTs are often unsuitable for many retail investors, particularly retirees seeking steady income or liquidity.
Broker Due Diligence and Supervision Failures
FINRA requires broker-dealers to conduct thorough due diligence before recommending complex investments like DSTs. Firms must ensure that these products are appropriate for the investor’s financial profile and that risks are clearly explained.
Additionally, brokerage firms have an ongoing duty to supervise their registered representatives to prevent unsuitable sales and misrepresentations. When firms fail to uphold these obligations, they may be held liable for resulting investment losses through FINRA arbitration claims.
Quote from Managing Partner Dax White
“We continue to see investors who were misled into purchasing high-risk, illiquid DST investments like those offered by Inspired Healthcare Capital,” said Dax White, Managing Partner of The White Law Group. “These products are often sold to retirees who were simply looking for stable income, not speculative real estate bets. When firms fail to perform proper due diligence, investors can pay the price.”
Concorde Investment Services Lawsuit – Investor Recovery Options
The White Law Group is investigating potential FINRA arbitration claims involving Concorde Investment Services, Inspired Healthcare DST investment losses, and similar real estate investment programs.
Investors who suffered losses may be able to recover damages through FINRA arbitration, a private process for resolving disputes between investors and brokerage firms.
If you invested in Inspired Healthcare DSTs or other alternative investments through Concorde Investment Services, and are concerned about your losses, contact The White Law Group for a free consultation at (888) 637-5510 or visit www.whitesecuritieslaw.com
Frequently Asked Questions (FAQs)
What is a DST investment?
A Delaware Statutory Trust (DST) is a legal entity used to hold real estate assets. It allows multiple investors to own fractional interests in large properties, often as part of a 1031 exchange. While DSTs offer tax deferral benefits, they are illiquid and high-risk, making them unsuitable for many conservative investors.
Can I recover my losses from Concorde Investment Services?
If your financial advisor recommended Inspired Healthcare DSTs or other unsuitable investments through Concorde Investment Services, you may be able to recover losses through a FINRA arbitration claim. Brokerage firms can be held liable if they fail to perform adequate due diligence or properly supervise their advisors.
What should I do if my DST stopped paying distributions?
If your DST investment—such as those sponsored by Inspired Healthcare Capital—has stopped paying distributions, you should contact a securities attorney to review your options. Even if the investment sponsor is in financial trouble, you may still be able to pursue a claim against the firm that sold you the investment.
How can The White Law Group help?
The White Law Group represents investors in FINRA arbitration claims nationwide. The firm has handled more than 800 investor claims involving non-traded REITs, DSTs, and alternative investments. Our attorneys can help you evaluate whether you may have a claim for recovery.
