Paulo Aguilar, CFA, CAIA

Paulo Aguilar, CFA, CAIA

Posts by Paulo Aguilar, CFA, CAIA

Depreciation Recapture and 1031 Exchanges: What Real Estate Investors Need to Know

Depreciation Recapture and 1031 Exchanges: What Real Estate Investors Need to Know

Learn how to navigate depreciation recapture and 1031 exchanges to minimize tax liabilities when selling investment property.

Aug 30, 2025 3 min read
Key Considerations for Out-of-State Transactions

Key Considerations for Out-of-State Transactions

Discover key tax and filing considerations for 1031 exchanges across state lines. Learn how to avoid state-specific pitfalls and protect your tax deferral.

Aug 23, 2025 2 min read
A Tax Strategy Guide for Real Estate Investors

A Tax Strategy Guide for Real Estate Investors

Learn how IRC Section 453A impacts installment sales for real estate investors and strategies to mitigate the "sting tax" on high-value transactions.

Aug 16, 2025 3 min read
721 Exchange vs. 721 via DST: What’s the Difference?

721 Exchange vs. 721 via DST: What’s the Difference?

Discover the differences between the traditional 721 exchange and the 721 via DST to maximize your real estate investments and defer taxes.

Aug 09, 2025 2 min read
Reducing Taxes Through 721 Exchanges: A Smart Exit for Real Estate Investors

Reducing Taxes Through 721 Exchanges: A Smart Exit for Real Estate Investors

Learn how 721 Exchanges can help real estate investors defer taxes, transition to passive income, and simplify estate planning.

Aug 02, 2025 2 min read
Qualified Opportunity Zones vs. a 1031 Exchange: Which Is Right for You?

Qualified Opportunity Zones vs. a 1031 Exchange: Which Is Right for You?

Explore the key differences between Qualified Opportunity Zones and 1031 Exchanges to determine the best strategy for deferring capital gains on real estate investments.

Jul 26, 2025 3 min read
Mastering Due Diligence Before Investing in DSTs

Mastering Due Diligence Before Investing in DSTs

Understand the critical elements of DST due diligence to protect your investment, assess risks, and align with your financial goals.

Jul 19, 2025 2 min read
How Wealth Management Supports Strategic Tax Planning

How Wealth Management Supports Strategic Tax Planning

Learn how tax-focused wealth management can help you reduce liabilities, preserve wealth, and align your financial plan with your long-term goals.

Jul 12, 2025 2 min read
Demystifying 1031 Exchanges: Key Terms Every Investor Should Know

Demystifying 1031 Exchanges: Key Terms Every Investor Should Know

Learn the essential terms and strategies in 1031 Exchanges to defer taxes and make informed real estate investment decisions.

Jul 01, 2025 3 min read