--- title: Insights | Paulo Aguilar, CFA, CAIA description: Wealthstone Group | Insights image: https://blog.wealthstonegroup.com/hubfs/WealthstoneGroup.jpg --- - Client Portal [![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/) [![Wealthstone-logo-gold](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://blog.wealthstonegroup.com/) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - 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[Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) ![Paulo Aguilar, CFA, CAIA](https://blog.wealthstonegroup.com/hs-fs/hubfs/Paulo%20-%20Headshot2.jpeg?width=170&height=170&name=Paulo%20-%20Headshot2.jpeg) # Paulo Aguilar, CFA, CAIA ## Posts by Paulo Aguilar, CFA, CAIA [What Rules Should You Understand Before Investing in a 721 UPREIT?](https://blog.wealthstonegroup.com/insights/what-rules-should-you-understand-before-investing-in-a-721-upreit) ![](https://blog.wealthstonegroup.com/hubfs/artem-zhukov-2KkyYM5j6Go-unsplash.jpeg) [721 Exchange / UPREIT](https://blog.wealthstonegroup.com/insights/tag/721-exchange-upreit) ### What Rules Should You Understand Before Investing in a 721 UPREIT? Explore the key rules and considerations for investing in a 721 UPREIT, including tax deferral, potential liabilities, and investor rights. Nov 13, 2026 5 min read [What Happens When Your DST Investment Converts Into a 721 UPREIT?](https://blog.wealthstonegroup.com/insights/dst-to-721-upreit-exchange-conversion) ![](https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI5.jpg) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) ### What Happens When Your DST Investment Converts Into a 721 UPREIT? Discover the benefits and considerations of converting a DST investment into a 721 UPREIT, including tax deferral, liquidity, and estate planning implications. Nov 12, 2026 4 min read [Ready to Exit NYC Multifamily Real Estate? Your Options for Selling, Deferring Taxes, and Moving On](https://blog.wealthstonegroup.com/insights/ready-to-exit-nyc-multifamily-real-estate-your-options-for-selling-deferring-taxes-and-moving-on) ![](https://blog.wealthstonegroup.com/hubfs/sandy-kuo-2vuGK0w22cI-unsplash.jpeg) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) ### Ready to Exit NYC Multifamily Real Estate? Your Options for Selling, Deferring Taxes, and Moving On Explore options for NYC multifamily real estate owners considering selling. Learn about tax deferral strategies and paths to passive investment. Nov 11, 2026 8 min read [Is a 721 UPREIT Right for You? Benefits, Drawbacks, and Who Should Consider It](https://blog.wealthstonegroup.com/insights/is-a-721-upreit-right-for-you-benefits-drawbacks-and-who-should-consider-it) ![](https://blog.wealthstonegroup.com/hubfs/aditya-vyas-mHdATQY9fIU-unsplash.jpeg) [721 Exchange / UPREIT](https://blog.wealthstonegroup.com/insights/tag/721-exchange-upreit) ### Is a 721 UPREIT Right for You? Benefits, Drawbacks, and Who Should Consider It Explore the benefits and drawbacks of a 721 UPREIT for real estate owners considering a transition from property management to diversified investments. Nov 09, 2026 5 min read [Comparing DST Offerings: What to Review Before the 1031 Exchange 45-Day Deadline](https://blog.wealthstonegroup.com/insights/comparing-dst-offerings-what-to-review-before-the-1031-exchange-45-day-deadline) ![](https://blog.wealthstonegroup.com/hubfs/patrick-tomasso-gMes5dNykus-unsplash.jpeg) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) ### Comparing DST Offerings: What to Review Before the 1031 Exchange 45-Day Deadline Essential tips for comparing Delaware Statutory Trust offerings before a 1031 exchange deadline, ensuring informed investment decisions that align with your objectives. Nov 06, 2026 4 min read [What Is a 721 UPREIT and How Does It Work?](https://blog.wealthstonegroup.com/insights/what-is-a-721-upreit-and-how-does-it-work) ![](https://blog.wealthstonegroup.com/hubfs/matt-pritchard-iw4yGVYMImg-unsplash-min-1.jpeg) [721 Exchange / UPREIT](https://blog.wealthstonegroup.com/insights/tag/721-exchange-upreit) ### What Is a 721 UPREIT and How Does It Work? Explore how a 721 UPREIT allows real estate investors to defer taxes while transitioning from direct ownership to a diversified REIT portfolio for long-term wealth planning. Nov 04, 2026 5 min read [Can You Use a DST to Complete the Remaining Portion of a 1031 Exchange?](https://blog.wealthstonegroup.com/insights/can-you-use-a-dst-to-complete-the-remaining-portion-of-a-1031-exchange) ![](https://blog.wealthstonegroup.com/hubfs/sean-pollock-PhYq704ffdA-unsplash-min.jpeg) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) ### Can You Use a DST to Complete the Remaining Portion of a 1031 Exchange? Explore how investors can use Delaware Statutory Trusts to complete a 1031 exchange after acquiring a direct property, ensuring tax deferral and strategic planning. Nov 02, 2026 5 min read [Business Valuation Gap: Why Your Business May Be Worth Less to a Buyer Than You Expect](https://blog.wealthstonegroup.com/insights/business-valuation-gap-why-your-business-may-be-worth-less-to-a-buyer-than-you-expect) ![](https://blog.wealthstonegroup.com/hubfs/chris-li-6Y6OnwBKk-o-unsplash-min.jpeg) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) ### Business Valuation Gap: Why Your Business May Be Worth Less to a Buyer Than You Expect Discover why your business's perceived value may differ from buyers' expectations and learn how to bridge the valuation gap effectively. Oct 30, 2026 6 min read [Real Estate Sale Allocation Land Building Personal Property Tax: How Price Allocation Determines Depreciation Recapture](https://blog.wealthstonegroup.com/insights/real-estate-sale-allocation-land-building-personal-property-tax-how-price-allocation-determines-depreciation-recapture) ![](https://blog.wealthstonegroup.com/hubfs/social-suggested-images/44709168.fs1.hubspotusercontent-na1.nethubfs44709168stock-photo-black-building-during-day.jpeg) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### Real Estate Sale Allocation Land Building Personal Property Tax: How Price Allocation Determines Depreciation Recapture Understand how property sale allocations impact depreciation recapture and tax liabilities, ensuring informed decisions for investment property sales. Oct 28, 2026 6 min read Load More Insights   ![Wealthstone-Logo-GoldWhite-2-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png) Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals. 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