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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Five Steps to a Successful 1031 Exchange

Five Steps to a Successful 1031 Exchange

Learn the critical steps for a successful 1031 exchange to defer taxes and reinvest in like-kind properties with expert guidance from Wealthstone Group.

Nov 20, 2024 2 min read
Tax Advantages of Investing in Oil & Gas

Tax Advantages of Investing in Oil & Gas

Discover the tax advantages of investing in oil and gas, including deductions and allowances, to maximize your financial benefits in this high-demand sector.

Nov 13, 2024 3 min read
Building Wealth in Real Estate: Why a Tailored Strategy Matters

Building Wealth in Real Estate: Why a Tailored Strategy Matters

Discover the importance of a tailored strategy in real estate investing for navigating market cycles, managing risk, and maximizing returns for long-term wealth building.

Nov 06, 2024 3 min read
Why High-Net-Worth Families Struggle to Sustain Their Legacy Through Real Estate

Why High-Net-Worth Families Struggle to Sustain Their Legacy Through Real Estate

Discover why high-net-worth families struggle to sustain their legacy through real estate and learn strategies for long-term wealth preservation.

Oct 30, 2024 2 min read
Real Estate Investment Structures and Essential Fees Explained

Real Estate Investment Structures and Essential Fees Explained

Understanding the structure and fees of private real estate investments is essential for any investor. This article will provide a comprehensive overview of how these investments are structured and the common fees associated with them, enabling you to make more informed investment decisions.

Sep 18, 2024 6 min read
Maximizing Tax Efficiency in Real Estate: Understanding Bonus Depreciation and its Phase Out

Maximizing Tax Efficiency in Real Estate: Understanding Bonus Depreciation and its Phase Out

Starting in 2024, the powerful tax benefits of bonus depreciation provided by the Tax Cuts and Jobs Act of 2017 are continuing to phase out by 20% each year until they reach 0% in 2027. As this benefit phases out, individuals from all backgrounds should understand what this means for their current investments, future investments, and personal financial plans.

Sep 11, 2024 4 min read
Five Important Return Metrics in Real Estate Investing

Five Important Return Metrics in Real Estate Investing

In the complex world of real estate investing, understanding key investment metrics is crucial for making informed decisions that can drive your success.

Sep 04, 2024 5 min read
7 Risks Associated with Investing in a DST

7 Risks Associated with Investing in a DST

Investing in a Delaware Statutory Trust (DST) can provide real estate investors with potential income and equity growth opportunities without the burden of day-to-day management responsibilities.

Aug 28, 2024 3 min read
Five Criteria for Investors to Evaluate a QOZ Fund

Five Criteria for Investors to Evaluate a QOZ Fund

Qualified Opportunity Zones (QOZ) were first introduced in 2017 by the Tax Cuts & Jobs Act. This allowed investors the ability to invest their realized capital gains from prior investments into economically distressed areas.

Aug 21, 2024 5 min read