Paulo Aguilar, CFA, CAIA

Explore how a 1031 exchange can still be executed during bankruptcy, focusing on control, court approval, and the unique challenges investors face in this complex process.

Discover a structured approach to 1031 DST due diligence that prioritizes understanding sponsors and investment structure over speed, ensuring informed decision-making.

Discover how master leases influence cash flow, risk, and returns in Delaware Statutory Trusts (DSTs) and why understanding their structure is crucial for investors.

Discover essential insights for effectively investing in alternative assets, focusing on manager selection, structure, and portfolio integration for optimal outcomes.

Explore the valuation gap in private credit, its impact on risk perception, and how to evaluate investments in today's changing market landscape.

Explore the nuances of tax-aware investing, focusing on loss harvesting strategies, their benefits, and complexities for enhancing after-tax returns.

Understand the complexities of 721 UPREIT options in DST programs, focusing on fair market value, timing risks, and cash-out flexibility for investors.

Align your business exit strategy with personal and financial goals, focusing on what you actually keep after the sale, not just the sale price.

Discover the critical importance of the 45-day identification rule in a 1031 exchange and learn how strategic planning can enhance your investment outcomes.