--- 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 [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 [Intentionally Defective Grantor Trust IDGT Real Estate: How to Transfer Appreciated Assets With Minimal Gift and Estate Tax](https://blog.wealthstonegroup.com/insights/intentionally-defective-grantor-trust-idgt-real-estate-how-to-transfer-appreciated-assets-with-minimal-gift-and-estate-tax) ![](https://blog.wealthstonegroup.com/hubfs/social-suggested-images/44709168.fs1.hubspotusercontent-na1.nethubfs44709168Wealthstone-Insights-1.jpg) [Wealth & Estate Planning](https://blog.wealthstonegroup.com/insights/tag/wealth-estate-planning) ### Intentionally Defective Grantor Trust IDGT Real Estate: How to Transfer Appreciated Assets With Minimal Gift and Estate Tax Explore how an Intentionally Defective Grantor Trust can help real estate and business owners transfer appreciated assets while minimizing taxes for future generations. Oct 26, 2026 6 min read [Your Commercial Real Estate Loan Is Maturing. What Are Your Options?](https://blog.wealthstonegroup.com/insights/the-2026-2027-landlord-margin-call-what-rising-loan-maturities-mean-for-property-owners-approaching-a-forced-sale) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI-.jpg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### Your Commercial Real Estate Loan Is Maturing. What Are Your Options? Navigating loan maturities in commercial real estate requires careful planning. Explore refinancing options, tax implications, and 1031 exchanges before making decisions. Oct 23, 2026 6 min read [Selling Your Business? What Do You Want Life to Look Like After the Sale?](https://blog.wealthstonegroup.com/insights/selling-your-business-what-do-you-want-life-to-look-like-after-the-sale) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI-3.jpg) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) ### Selling Your Business? What Do You Want Life to Look Like After the Sale? Discover how to align your personal goals with your business exit strategy to create a fulfilling life after the sale. Plan effectively for your future. Oct 21, 2026 4 min read [Cost Segregation and Bonus Depreciation: When Accelerating Real Estate Deductions Makes Sense](https://blog.wealthstonegroup.com/insights/cost-segregation-and-bonus-depreciation-when-accelerating-real-estate-deductions-makes-sense) ![](https://blog.wealthstonegroup.com/hubfs/social-suggested-images/44709168.fs1.hubspotusercontent-na1.nethubfs44709168stock-photo-city-1.jpeg) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### Cost Segregation and Bonus Depreciation: When Accelerating Real Estate Deductions Makes Sense Explore how cost segregation and bonus depreciation can accelerate real estate deductions, enhancing tax strategies and investment value for property owners. Oct 19, 2026 5 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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