Paulo Aguilar, CFA, CAIA

When Delaware Statutory Trusts are used as replacement property, the exchange timeline introduces a level of sequencing discipline that is often underestimated.

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

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.

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

One of the most common questions investors ask about Delaware Statutory Trusts (DSTs) is also one of the least useful when taken at face value.

Succession planning in family-owned businesses is rarely just about ownership. It is about liquidity, fairness among heirs, tax exposure, and the long-term viability of both the business and the family balance sheet.

For experienced real estate owners, the 1031 exchange is rarely new. Many have executed one before, or at least evaluated it seriously during a sale.

A 1031 exchange is one of the most powerful ways for real estate investors to defer capital gains taxes. But sometimes, even with the best planning, things don’t go as expected.

For many owners, the business is not just a company—it’s a lifetime of effort, risk, and sacrifice.