Paulo Aguilar, CFA, CAIA

Paulo Aguilar, CFA, CAIA

Posts by Paulo Aguilar, CFA, CAIA

Is Too Much of Your Real Estate Wealth Concentrated in One Market? How a 1031 Exchange Can Create Diversification

Is Too Much of Your Real Estate Wealth Concentrated in One Market? How a 1031 Exchange Can Create Diversification

Explore how a 1031 exchange can help real estate investors diversify their portfolios and mitigate geographic concentration risks for long-term wealth preservation.

Jul 17, 2026 4 min read
What Happens When a DST Offering Fully Subscribes During Your 1031 Exchange?

What Happens When a DST Offering Fully Subscribes During Your 1031 Exchange?

Learn how to navigate the challenges of DST offerings during a 1031 exchange, ensuring you have flexible and viable replacement property options.

Jul 15, 2026 4 min read
Selling Investment Property? How to Decide Between Buying Another Property or Using a DST

Selling Investment Property? How to Decide Between Buying Another Property or Using a DST

Explore the key differences between direct property ownership and Delaware Statutory Trusts (DSTs) in a 1031 exchange to align with your investment goals.

Jul 13, 2026 4 min read
Net Working Capital in a Business Sale: How It Affects Valuation, Negotiations, and Final Proceeds

Net Working Capital in a Business Sale: How It Affects Valuation, Negotiations, and Final Proceeds

Understanding net working capital is crucial in business sales as it significantly impacts valuation and final proceeds. Learn how to navigate these complexities effectively.

Jul 10, 2026 4 min read
Understanding 1033 Exchanges: Tax Planning After Eminent Domain, Casualty Loss, or Involuntary Conversion

Understanding 1033 Exchanges: Tax Planning After Eminent Domain, Casualty Loss, or Involuntary Conversion

Explore how 1033 exchanges allow investors to defer taxes after involuntary property loss, providing flexibility in replacement strategies and planning.

Jul 08, 2026 4 min read
What Is a Quality of Earnings Report and Why Is It Important When Selling a Business?

What Is a Quality of Earnings Report and Why Is It Important When Selling a Business?

Discover the significance of a Quality of Earnings report for business owners preparing for a sale, ensuring accurate valuation and transaction readiness.

Jul 06, 2026 4 min read
Build-to-Rent Real Estate: What It Is and How It Functions as a 1031 Replacement Property

Build-to-Rent Real Estate: What It Is and How It Functions as a 1031 Replacement Property

Explore build-to-rent real estate as a viable 1031 exchange option, understanding its unique characteristics, demand drivers, and investment strategies.

Jul 03, 2026 4 min read
DST Private Placement Memorandum Guide: Key Sections and What They Mean for Investors

DST Private Placement Memorandum Guide: Key Sections and What They Mean for Investors

Explore the essential sections of a Private Placement Memorandum for Delaware Statutory Trusts and learn how to evaluate investments effectively.

Jul 01, 2026 5 min read
Installment Sales as an Exit Alternative: When They Work, How They Are Structured, and What Investors Accept in Trade

Installment Sales as an Exit Alternative: When They Work, How They Are Structured, and What Investors Accept in Trade

Explore the benefits and considerations of installment sales versus 1031 exchanges for real estate investors seeking liquidity and tax planning alternatives.

Jun 29, 2026 4 min read