Insights

Expert insights on maximizing wealth through real estate investments leveraging the 1031 Exchange, Delaware Statutory Trusts (DSTs), 721 UPREITs, Qualified Opportunity Zones (QOZs) and other alternative tax-advantaged investments. These insights draw on our extensive industry expertise to develop customized strategies that drive our clients' financial success.

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DST Advisor Fees and Commissions: What Are Investors Actually Paying?

DST Advisor Fees and Commissions: What Are Investors Actually Paying?

Discover how investors are compensated in Delaware Statutory Trusts, comparing commission-based and advisory models to understand total costs and services provided.

Oct 02, 2026 5 min read
Using a Charitable Remainder Trust to Exit Appreciated Real Estate: How the Structure Works and When It Makes Sense

Using a Charitable Remainder Trust to Exit Appreciated Real Estate: How the Structure Works and When It Makes Sense

Explore how a Charitable Remainder Trust can help real estate owners manage appreciated properties, defer taxes, and support charitable goals effectively.

Sep 30, 2026 7 min read
Are DSTs a Good Investment? Understanding the Advantages and Risks

Are DSTs a Good Investment? Understanding the Advantages and Risks

Explore the advantages and risks of investing in Delaware Statutory Trusts for 1031 exchanges, and determine if they align with your financial goals.

Sep 28, 2026 7 min read
How Do You Exit Your Real Estate Portfolio Without Triggering a Large Tax Bill?

How Do You Exit Your Real Estate Portfolio Without Triggering a Large Tax Bill?

Explore strategies for real estate developers to exit their portfolios while minimizing tax liabilities and maximizing reinvestment opportunities.

Sep 25, 2026 7 min read
The 721 Exchange as an Option, Not an Obligation: How to Evaluate It Correctly

The 721 Exchange as an Option, Not an Obligation: How to Evaluate It Correctly

Explore the nuances of Optional 721 UPREIT strategies, evaluating their fit for your investment goals while considering tax implications and liquidity options.

Sep 23, 2026 5 min read
How Do You Know When It’s the Right Time to Sell Your Business?

How Do You Know When It’s the Right Time to Sell Your Business?

Discover the key factors that determine the right time to sell your business, focusing on performance, buyer interest, and personal readiness for an exit.

Sep 21, 2026 5 min read
The 1031 vs. 721 vs. Installment Sale Decision: How to Compare the Three Exit Paths

The 1031 vs. 721 vs. Installment Sale Decision: How to Compare the Three Exit Paths

Explore the differences between 1031 exchanges, 721 UPREITs, and installment sales to find the best strategy for managing real estate tax consequences after a sale.

Sep 18, 2026 6 min read
How Does the Real Estate Market Affect Your 1031 Exchange Options?

How Does the Real Estate Market Affect Your 1031 Exchange Options?

Discover how economic factors like interest rates, credit availability, and property valuations impact your 1031 exchange options and investment decisions.

Sep 16, 2026 5 min read
How to Tell If Your Business Is a Good ESOP Candidate

How to Tell If Your Business Is a Good ESOP Candidate

Evaluate if your business is a strong candidate for an Employee Stock Ownership Plan by examining key criteria like earnings, workforce size, and management strength.

Sep 14, 2026 5 min read