Paulo Aguilar, CFA, CAIA

Paulo Aguilar, CFA, CAIA

Posts by Paulo Aguilar, CFA, CAIA

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
Can You Use 1031 Exchange Funds to Pay Off an Existing Mortgage and What the IRS Actually Requires

Can You Use 1031 Exchange Funds to Pay Off an Existing Mortgage and What the IRS Actually Requires

Learn how 1031 exchange funds can be used for mortgages and the IRS requirements to avoid unexpected taxable gains during property transactions.

Aug 28, 2026 4 min read
Reducing Owner Dependency Before a Business Sale: Why It Matters for Valuation

Reducing Owner Dependency Before a Business Sale: Why It Matters for Valuation

Learn how to reduce owner dependency before a business sale to enhance valuation, attract buyers, and build a stronger, scalable organization.

Aug 26, 2026 4 min read
How to Manage Confidentiality When Selling a Business: What Must Stay Private and When

How to Manage Confidentiality When Selling a Business: What Must Stay Private and When

Learn how to maintain confidentiality during a business sale, protecting key relationships and enhancing transaction value through strategic information management.

Aug 24, 2026 4 min read