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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Understanding the Reverse 1031 Exchange to Maximize Your Real Estate Investment

Understanding the Reverse 1031 Exchange to Maximize Your Real Estate Investment

Learn about the powerful tool of the Reverse 1031 Exchange in real estate investing. Discover how to maximize your investment potential and defer capital gains taxes effectively.

Jul 17, 2024 2 min read
Exit Planning for Businesses with Commercial Real Estate Holdings

Exit Planning for Businesses with Commercial Real Estate Holdings

Discover the complexities of exiting a business with commercial real estate holdings, such as tax implications, 1031 exchanges, and passive investments.

Jul 10, 2024 3 min read
Exploring Real Estate Investment Trusts (REITs)

Exploring Real Estate Investment Trusts (REITs)

A Real Estate Investment Trust (REIT) is a specialized company that invests in income- generating real estate assets.

Jul 02, 2024 2 min read
Exploring Alternative Investments: A Diversification Opportunity for Investors

Exploring Alternative Investments: A Diversification Opportunity for Investors

Explore the diversification potential of alternative investments beyond traditional assets like stocks and bonds.

Jun 26, 2024 2 min read
An Introduction to Alternative Investments

An Introduction to Alternative Investments

Discover the benefits and drawbacks of alternative investments, including diversification and higher returns.

Jun 19, 2024 1 min read
The 721 UPREIT: How to Leverage a 1031 Exchange into a REIT

The 721 UPREIT: How to Leverage a 1031 Exchange into a REIT

Learn how real estate investors can defer capital gains taxes by combining a 1031 exchange with a 721 UPREIT transaction.

Jun 12, 2024 2 min read
Accessing Your Options: What to Consider When a 1031 Exchange Isn't Suitable

Accessing Your Options: What to Consider When a 1031 Exchange Isn't Suitable

Explore alternative strategies to a 1031 Exchange for real estate investors, considering factors like diverse investment goals and limited access to funds.

Jun 05, 2024 1 min read
Understanding Refinancing in a 1031 Exchange Property

Understanding Refinancing in a 1031 Exchange Property

Navigating the complexities of refinancing in a 1031 exchange is crucial for real estate investors to defer taxes.

May 29, 2024 2 min read
How Long to Hold a 1031 Exchange Replacement Property Before Reselling?

How Long to Hold a 1031 Exchange Replacement Property Before Reselling?

Learn the importance of holding a 1031 exchange replacement property for tax benefits.

May 22, 2024 2 min read