Paulo Aguilar, CFA, CAIA

Paulo Aguilar, CFA, CAIA

Posts by Paulo Aguilar, CFA, CAIA

Your DST Investment Is Reaching the End of Its Hold Period. What Happens Next?

Your DST Investment Is Reaching the End of Its Hold Period. What Happens Next?

Learn the options and strategies available when your Delaware Statutory Trust investment reaches its end, including tax implications and reinvestment choices.

Jun 26, 2026 4 min read
Asset Sale vs. Stock Sale: How Deal Structure Affects the Seller's Tax Outcome and What to Negotiate

Asset Sale vs. Stock Sale: How Deal Structure Affects the Seller's Tax Outcome and What to Negotiate

Explore how the structure of asset and stock sales impacts sellers' tax outcomes, enabling informed negotiations for better financial results during business sales.

Jun 24, 2026 4 min read
Industrial Real Estate as a 1031 Replacement Property: What Investors Should Evaluate Before Committing

Industrial Real Estate as a 1031 Replacement Property: What Investors Should Evaluate Before Committing

Explore the key factors investors should consider when evaluating industrial real estate as a 1031 exchange replacement property for optimal portfolio alignment.

Jun 22, 2026 4 min read
Real Estate Professional Status and the Passive Loss Rules: What the Designation Requires and What It Unlocks

Real Estate Professional Status and the Passive Loss Rules: What the Designation Requires and What It Unlocks

Discover how Real Estate Professional Status can transform rental losses into tax benefits, and learn the requirements and strategies for effective qualification.

Jun 19, 2026 5 min read
The Qualified Intermediary in a 1031 Exchange: Role, Limitations, and Why Selection Matters

The Qualified Intermediary in a 1031 Exchange: Role, Limitations, and Why Selection Matters

Learn the crucial role of a Qualified Intermediary in a 1031 exchange, including responsibilities, limitations, and key considerations for selection.

Jun 17, 2026 4 min read
Reverse 1031 Exchanges: Structure, Requirements, and When the Additional Complexity Is Justified

Reverse 1031 Exchanges: Structure, Requirements, and When the Additional Complexity Is Justified

Explore reverse 1031 exchanges, a solution for acquiring property before selling your current one, and understand their complexities, requirements, and benefits.

Jun 15, 2026 4 min read
Short-Term vs. Long-Term Capital Gains on Real Estate: What the Distinction Means for the Tax Outcome

Short-Term vs. Long-Term Capital Gains on Real Estate: What the Distinction Means for the Tax Outcome

Understand the crucial differences between short-term and long-term capital gains on real estate and their tax implications, especially for high-income investors.

Jun 12, 2026 4 min read
The 180-Day Completion Window in a 1031 Exchange: What the Deadline Actually Requires

The 180-Day Completion Window in a 1031 Exchange: What the Deadline Actually Requires

Understand the crucial 180-day completion window in a 1031 exchange, its requirements, and how to avoid pitfalls, especially with year-end transactions.

Jun 10, 2026 4 min read
Zero-Coupon DSTs: What They Are, How They Function, and When They Belong in a 1031 Exchange

Zero-Coupon DSTs: What They Are, How They Function, and When They Belong in a 1031 Exchange

Explore zero-coupon DSTs and their role in 1031 exchanges, focusing on debt replacement and tax efficiency for investors seeking strategic solutions.

Jun 08, 2026 4 min read