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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What Rules Should You Understand Before Investing in a 721 UPREIT?

What Rules Should You Understand Before Investing in a 721 UPREIT?

Explore the key rules and considerations for investing in a 721 UPREIT, including tax deferral, potential liabilities, and investor rights.

Nov 13, 2026 5 min read
What Happens When Your DST Investment Converts Into a 721 UPREIT?

What Happens When Your DST Investment Converts Into a 721 UPREIT?

Discover the benefits and considerations of converting a DST investment into a 721 UPREIT, including tax deferral, liquidity, and estate planning implications.

Nov 12, 2026 4 min read
Ready to Exit NYC Multifamily Real Estate? Your Options for Selling, Deferring Taxes, and Moving On

Ready to Exit NYC Multifamily Real Estate? Your Options for Selling, Deferring Taxes, and Moving On

Explore options for NYC multifamily real estate owners considering selling. Learn about tax deferral strategies and paths to passive investment.

Nov 11, 2026 8 min read
Is a 721 UPREIT Right for You? Benefits, Drawbacks, and Who Should Consider It

Is a 721 UPREIT Right for You? Benefits, Drawbacks, and Who Should Consider It

Explore the benefits and drawbacks of a 721 UPREIT for real estate owners considering a transition from property management to diversified investments.

Nov 09, 2026 5 min read
Comparing DST Offerings: What to Review Before the 1031 Exchange 45-Day Deadline

Comparing DST Offerings: What to Review Before the 1031 Exchange 45-Day Deadline

Essential tips for comparing Delaware Statutory Trust offerings before a 1031 exchange deadline, ensuring informed investment decisions that align with your objectives.

Nov 06, 2026 4 min read
What Is a 721 UPREIT and How Does It Work?

What Is a 721 UPREIT and How Does It Work?

Explore how a 721 UPREIT allows real estate investors to defer taxes while transitioning from direct ownership to a diversified REIT portfolio for long-term wealth planning.

Nov 04, 2026 5 min read
Can You Use a DST to Complete the Remaining Portion of a 1031 Exchange?

Can You Use a DST to Complete the Remaining Portion of a 1031 Exchange?

Explore how investors can use Delaware Statutory Trusts to complete a 1031 exchange after acquiring a direct property, ensuring tax deferral and strategic planning.

Nov 02, 2026 5 min read
Business Valuation Gap: Why Your Business May Be Worth Less to a Buyer Than You Expect

Business Valuation Gap: Why Your Business May Be Worth Less to a Buyer Than You Expect

Discover why your business's perceived value may differ from buyers' expectations and learn how to bridge the valuation gap effectively.

Oct 30, 2026 6 min read
Real Estate Sale Allocation Land Building Personal Property Tax: How Price Allocation Determines Depreciation Recapture

Real Estate Sale Allocation Land Building Personal Property Tax: How Price Allocation Determines Depreciation Recapture

Understand how property sale allocations impact depreciation recapture and tax liabilities, ensuring informed decisions for investment property sales.

Oct 28, 2026 6 min read