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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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
DST Fees and Commissions: What Investors Are Actually Paying and How the Cost Structure Affects Returns

DST Fees and Commissions: What Investors Are Actually Paying and How the Cost Structure Affects Returns

Discover the hidden costs of Delaware Statutory Trust investments and how fees impact your returns throughout the investment lifecycle.

Sep 11, 2026 6 min read
1031 Exchange Replacement Property Due Diligence Questions: What to Evaluate Before Closing

1031 Exchange Replacement Property Due Diligence Questions: What to Evaluate Before Closing

Ensure your 1031 exchange investment is sound. Discover essential due diligence questions to evaluate replacement properties before closing.

Sep 09, 2026 6 min read
Occupancy Risk 1031 Exchange Replacement Property: How Investors Evaluate Tenant Stability

Occupancy Risk 1031 Exchange Replacement Property: How Investors Evaluate Tenant Stability

Discover how to evaluate tenant stability in 1031 exchange replacement properties, focusing on occupancy risk and its impact on future income.

Sep 07, 2026 6 min read
Why DST Taxable Income Can Exceed Cash Distributions to Investors

Why DST Taxable Income Can Exceed Cash Distributions to Investors

Understanding why DST taxable income can exceed cash distributions is key for investors. Learn how depreciation, reserves, and debt affect your tax situation.

Sep 04, 2026 5 min read
What If Your 1031 Exchange Property Isn't Performing as Expected?

What If Your 1031 Exchange Property Isn't Performing as Expected?

Explore strategies for addressing underperforming 1031 exchange properties, including options to hold, sell, or reinvest, and make informed investment decisions.

Sep 02, 2026 4 min read
How Preferred Equity Affects a Business Seller's Proceeds When a Private Equity Firm Is the Buyer

How Preferred Equity Affects a Business Seller's Proceeds When a Private Equity Firm Is the Buyer

Discover how preferred equity impacts business sellers' proceeds when selling to private equity firms, and why understanding capital structure is crucial.

Aug 31, 2026 4 min read