Paulo Aguilar, CAIA

Paulo Aguilar, CAIA

Posts by Paulo Aguilar, CAIA

The 721 UPREIT: How to Leverage a 1031 Exchange into a REIT

The 721 UPREIT: How to Leverage a 1031 Exchange into a REIT

Learn how real estate investors can defer capital gains taxes by combining a 1031 exchange with a 721 UPREIT transaction.

Jun 12, 2024 2 min read
Accessing Your Options: What to Consider When a 1031 Exchange Isn't Suitable

Accessing Your Options: What to Consider When a 1031 Exchange Isn't Suitable

Explore alternative strategies to a 1031 Exchange for real estate investors, considering factors like diverse investment goals and limited access to funds.

Jun 05, 2024 1 min read
Understanding Refinancing in a 1031 Exchange Property

Understanding Refinancing in a 1031 Exchange Property

Navigating the complexities of refinancing in a 1031 exchange is crucial for real estate investors to defer taxes.

May 29, 2024 2 min read
How Long to Hold a 1031 Exchange Replacement Property Before Reselling?

How Long to Hold a 1031 Exchange Replacement Property Before Reselling?

Learn the importance of holding a 1031 exchange replacement property for tax benefits.

May 22, 2024 2 min read
Boot in 1031 Exchanges: What Investors Need to Know

Boot in 1031 Exchanges: What Investors Need to Know

Learn about managing boot in 1031 exchanges, including types of boot, strategies to avoid it, & leveraging Delaware Statutory Trusts (DSTs) as a solution.

May 15, 2024 2 min read
Retirement Strategies for Real Estate Owners: Investing in DSTs vs. Net Leased Properties

Retirement Strategies for Real Estate Owners: Investing in DSTs vs. Net Leased Properties

Learn about retirement strategies for real estate owners, comparing DSTs and net leased properties. Understand the pros and cons to make informed investment decisions.

May 08, 2024 3 min read
Choosing Between DSTs and TICs: What Sets Delaware Statutory Trusts Apart in Real Estate Investing?

Choosing Between DSTs and TICs: What Sets Delaware Statutory Trusts Apart in Real Estate Investing?

For accredited investors looking to diversify their real estate portfolios, Delaware Statutory Trusts (DSTs) offer an appealing choice.

May 01, 2024 2 min read
Understanding the Role of a Qualified Intermediary in 1031 Exchanges

Understanding the Role of a Qualified Intermediary in 1031 Exchanges

Learn the importance of a Qualified Intermediary in 1031 exchanges, from holding funds to meeting deadlines.

Apr 24, 2024 3 min read
Navigating 1031 Exchanges with DSTs in a Tight Lending Environment

Navigating 1031 Exchanges with DSTs in a Tight Lending Environment

Learn how to navigate 1031 Exchanges with DSTs in a tight lending environment, exploring alternative solutions to meet debt requirements and successfully defer capital gains taxes.

Apr 17, 2024 2 min read