Paulo Aguilar, CFA, CAIA

Paulo Aguilar, CFA, CAIA

Posts by Paulo Aguilar, CFA, CAIA

Benefits and Drawbacks of Deferring Taxes with a 721 Exchange

Benefits and Drawbacks of Deferring Taxes with a 721 Exchange

Explore the pros and cons of a 721 UPREIT exchange. Learn how deferring taxes, gaining diversification, and transitioning to passive real estate investing impacts your portfolio.

May 10, 2025 3 min read
Six Effective Ways to Defer or Reduce Capital Gains Tax

Six Effective Ways to Defer or Reduce Capital Gains Tax

Learn six effective strategies to defer or reduce capital gains taxes, from 1031 exchanges to tax-loss harvesting, and optimize your investment growth potential.

May 03, 2025 4 min read
Top 8 Retirement Questions to Ask Your Financial Advisor

Top 8 Retirement Questions to Ask Your Financial Advisor

Wondering if you’re on track for retirement? Discover the top 8 retirement questions to ask your financial advisor to ensure a secure and well-planned future.

Apr 26, 2025 3 min read
Comparing Public and Non-Traded REITs: What Investors Need to Know

Comparing Public and Non-Traded REITs: What Investors Need to Know

Discover the key differences between public and non-traded REITs, including liquidity, fees, and risk, to make informed real estate investment decisions.

Apr 12, 2025 3 min read
DST vs. Direct Property Ownership: Which Is Better for Your Next 1031 Exchange?

DST vs. Direct Property Ownership: Which Is Better for Your Next 1031 Exchange?

Compare DST 1031 exchanges and direct property ownership. Learn key differences in tax benefits, control, diversification, and investment risk.

Apr 05, 2025 2 min read
Top 5 Property Types for DST Investments

Top 5 Property Types for DST Investments

Discover the top property types for DST investments to diversify your portfolio and enjoy tax-deferral benefits through a 1031 exchange.

Mar 29, 2025 3 min read
The Value of a 721 Exchange Advisor in Your Next Real Estate Transaction

The Value of a 721 Exchange Advisor in Your Next Real Estate Transaction

Learn how a 721 exchange advisor can help you maximize tax benefits, identify REIT opportunities, and achieve long-term financial success in real estate investing.

Mar 22, 2025 3 min read
Creative Financing Strategies to Acquire Real Estate

Creative Financing Strategies to Acquire Real Estate

Discover creative financing strategies for real estate, from seller financing to house hacking. Explore flexible ways to achieve your property investment goals.

Mar 17, 2025 3 min read
How to Supercharge Your Solo 401(k) with Alternative Investments

How to Supercharge Your Solo 401(k) with Alternative Investments

Learn how to invest in real estate, private loans, and other alternatives with a Solo 401(k). Discover rules and benefits to grow beyond the stock market.

Mar 13, 2025 2 min read