Insights

For many real estate investors—especially those approaching retirement—converting a Delaware Statutory Trust (DST) into an UPREIT can be an attractive way to simplify their portfolio

Building a solid financial plan sets the foundation for achieving your life’s most important goals—from securing retirement and homeownership to growing your investment portfolio.

Delaware Statutory Trusts (DSTs) offer a compelling entry into high-quality commercial real estate—especially for those executing 1031 exchanges.

Passive real estate investing offers ways to build wealth without managing tenants or maintenance.

Facilitating a successful 1031 exchange is more than matching old and new properties—it requires navigating tight deadlines, strict IRS rules, and strategic tax decisions.

For real estate investors, the installment sale method under Internal Revenue Code § 453 is a popular strategy for spreading taxable gain recognition over multiple years—improving cash flow and aligning tax liability with payment receipt.

Learn how to navigate depreciation recapture and 1031 exchanges to minimize tax liabilities when selling investment property.

Discover key tax and filing considerations for 1031 exchanges across state lines. Learn how to avoid state-specific pitfalls and protect your tax deferral.

Learn how IRC Section 453A impacts installment sales for real estate investors and strategies to mitigate the "sting tax" on high-value transactions.