Paulo Aguilar, CFA, CAIA

Paulo Aguilar, CFA, CAIA

Posts by Paulo Aguilar, CFA, CAIA

Build-to-Rent Real Estate: What It Is and How It Functions as a 1031 Replacement Property

Build-to-Rent Real Estate: What It Is and How It Functions as a 1031 Replacement Property

Explore build-to-rent real estate as a viable 1031 exchange option, understanding its unique characteristics, demand drivers, and investment strategies.

Jul 03, 2026 4 min read
DST Private Placement Memorandum Guide: Key Sections and What They Mean for Investors

DST Private Placement Memorandum Guide: Key Sections and What They Mean for Investors

Explore the essential sections of a Private Placement Memorandum for Delaware Statutory Trusts and learn how to evaluate investments effectively.

Jul 01, 2026 5 min read
Installment Sales as an Exit Alternative: When They Work, How They Are Structured, and What Investors Accept in Trade

Installment Sales as an Exit Alternative: When They Work, How They Are Structured, and What Investors Accept in Trade

Explore the benefits and considerations of installment sales versus 1031 exchanges for real estate investors seeking liquidity and tax planning alternatives.

Jun 29, 2026 4 min read
Your DST Investment Is Reaching the End of Its Hold Period. What Happens Next?

Your DST Investment Is Reaching the End of Its Hold Period. What Happens Next?

Learn the options and strategies available when your Delaware Statutory Trust investment reaches its end, including tax implications and reinvestment choices.

Jun 26, 2026 4 min read
Asset Sale vs. Stock Sale: How Deal Structure Affects the Seller's Tax Outcome and What to Negotiate

Asset Sale vs. Stock Sale: How Deal Structure Affects the Seller's Tax Outcome and What to Negotiate

Explore how the structure of asset and stock sales impacts sellers' tax outcomes, enabling informed negotiations for better financial results during business sales.

Jun 24, 2026 4 min read
Industrial Real Estate as a 1031 Replacement Property: What Investors Should Evaluate Before Committing

Industrial Real Estate as a 1031 Replacement Property: What Investors Should Evaluate Before Committing

Explore the key factors investors should consider when evaluating industrial real estate as a 1031 exchange replacement property for optimal portfolio alignment.

Jun 22, 2026 4 min read
Real Estate Professional Status and the Passive Loss Rules: What the Designation Requires and What It Unlocks

Real Estate Professional Status and the Passive Loss Rules: What the Designation Requires and What It Unlocks

Discover how Real Estate Professional Status can transform rental losses into tax benefits, and learn the requirements and strategies for effective qualification.

Jun 19, 2026 5 min read
The Qualified Intermediary in a 1031 Exchange: Role, Limitations, and Why Selection Matters

The Qualified Intermediary in a 1031 Exchange: Role, Limitations, and Why Selection Matters

Learn the crucial role of a Qualified Intermediary in a 1031 exchange, including responsibilities, limitations, and key considerations for selection.

Jun 17, 2026 4 min read
Reverse 1031 Exchanges: Structure, Requirements, and When the Additional Complexity Is Justified

Reverse 1031 Exchanges: Structure, Requirements, and When the Additional Complexity Is Justified

Explore reverse 1031 exchanges, a solution for acquiring property before selling your current one, and understand their complexities, requirements, and benefits.

Jun 15, 2026 4 min read