--- 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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[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) [![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) - [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) - 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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 [How Do You Exit Your Portfolio Without Triggering a Large Tax Bill?](https://blog.wealthstonegroup.com/insights/how-do-you-exit-your-portfolio-without-triggering-a-large-tax-bill) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI-2.jpg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### How Do You Exit Your Portfolio Without Triggering a Large Tax Bill? Explore strategies for real estate developers to exit their portfolios while minimizing tax liabilities and maximizing reinvestment opportunities. Sep 25, 2026 7 min read [The 721 Exchange as an Option, Not an Obligation: How to Evaluate It Correctly](https://blog.wealthstonegroup.com/insights/the-721-exchange-as-an-option-not-an-obligation-how-to-evaluate-it-correctly) ![](https://blog.wealthstonegroup.com/hubfs/social-suggested-images/44709168.fs1.hubspotusercontent-na1.nethubfs44709168stock-photo-city-3.jpeg) [721 Exchange / UPREIT](https://blog.wealthstonegroup.com/insights/tag/721-exchange-upreit) ### The 721 Exchange as an Option, Not an Obligation: How to Evaluate It Correctly Explore the nuances of Optional 721 UPREIT strategies, evaluating their fit for your investment goals while considering tax implications and liquidity options. Sep 23, 2026 5 min read [How Do You Know When It’s the Right Time to Sell Your Business?](https://blog.wealthstonegroup.com/insights/how-do-you-know-when-its-the-right-time-to-sell-your-business) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog.png) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) ### How Do You Know When It’s the Right Time to Sell Your Business? Discover the key factors that determine the right time to sell your business, focusing on performance, buyer interest, and personal readiness for an exit. Sep 21, 2026 5 min read [The 1031 vs. 721 vs. Installment Sale Decision: How to Compare the Three Exit Paths](https://blog.wealthstonegroup.com/insights/the-1031-vs.-721-vs.-installment-sale-decision-how-to-compare-the-three-exit-paths) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog2.png) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### The 1031 vs. 721 vs. Installment Sale Decision: How to Compare the Three Exit Paths Explore the differences between 1031 exchanges, 721 UPREITs, and installment sales to find the best strategy for managing real estate tax consequences after a sale. Sep 18, 2026 6 min read [How Does the Real Estate Market Affect Your 1031 Exchange Options?](https://blog.wealthstonegroup.com/insights/how-does-the-real-estate-market-affect-your-1031-exchange-options) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog4.png) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### How Does the Real Estate Market Affect Your 1031 Exchange Options? Discover how economic factors like interest rates, credit availability, and property valuations impact your 1031 exchange options and investment decisions. Sep 16, 2026 5 min read [How to Tell If Your Business Is a Good ESOP Candidate](https://blog.wealthstonegroup.com/insights/how-to-tell-if-your-business-is-a-good-esop-candidate) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI1.jpg) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) ### How to Tell If Your Business Is a Good ESOP Candidate Evaluate if your business is a strong candidate for an Employee Stock Ownership Plan by examining key criteria like earnings, workforce size, and management strength. Sep 14, 2026 5 min read [DST Fees and Commissions: What Investors Are Actually Paying and How the Cost Structure Affects Returns](https://blog.wealthstonegroup.com/insights/dst-fees-and-commissions-what-investors-are-actually-paying-and-how-the-cost-structure-affects-returns) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog3-1.png) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) ### DST Fees and Commissions: What Investors Are Actually Paying and How the Cost Structure Affects Returns Discover the hidden costs of Delaware Statutory Trust investments and how fees impact your returns throughout the investment lifecycle. Sep 11, 2026 6 min read [1031 Exchange Replacement Property Due Diligence Questions: What to Evaluate Before Closing](https://blog.wealthstonegroup.com/insights/1031-exchange-replacement-property-due-diligence-questions-what-to-evaluate-before-closing) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-RealEstate-HeroImage-min-1.jpeg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### 1031 Exchange Replacement Property Due Diligence Questions: What to Evaluate Before Closing Ensure your 1031 exchange investment is sound. Discover essential due diligence questions to evaluate replacement properties before closing. Sep 09, 2026 6 min read [Occupancy Risk 1031 Exchange Replacement Property: How Investors Evaluate Tenant Stability](https://blog.wealthstonegroup.com/insights/occupancy-risk-1031-exchange-replacement-property-how-investors-evaluate-tenant-stability) ![](https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI3.jpg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### Occupancy Risk 1031 Exchange Replacement Property: How Investors Evaluate Tenant Stability Discover how to evaluate tenant stability in 1031 exchange replacement properties, focusing on occupancy risk and its impact on future income. Sep 07, 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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