Paulo Aguilar, CFA, CAIA

Understand how depreciation recapture impacts commercial real estate sales, affecting tax liabilities and exit strategies for long-term owners.

Explore the benefits of a partial 1031 exchange, balancing tax deferral with liquidity needs, and how it aligns with your financial strategy.

Discover how debt influences 1031 exchanges and the importance of replacing it to achieve full tax deferral. Understand your options and planning strategies.

Explore how a 1031 exchange can still be executed during bankruptcy, focusing on control, court approval, and the unique challenges investors face in this complex process.

Discover a structured approach to 1031 DST due diligence that prioritizes understanding sponsors and investment structure over speed, ensuring informed decision-making.

Discover how master leases influence cash flow, risk, and returns in Delaware Statutory Trusts (DSTs) and why understanding their structure is crucial for investors.

Discover essential insights for effectively investing in alternative assets, focusing on manager selection, structure, and portfolio integration for optimal outcomes.

Explore the valuation gap in private credit, its impact on risk perception, and how to evaluate investments in today's changing market landscape.

Explore the nuances of tax-aware investing, focusing on loss harvesting strategies, their benefits, and complexities for enhancing after-tax returns.