--- title: Insights (2) description: Wealthstone Group | Insights (2) image: https://blog.wealthstonegroup.com/hubfs/WealthstoneGroup.jpg --- - Client Portal [![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/) [![Wealthstone-logo-gold](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://blog.wealthstonegroup.com/) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - 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[Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) # All Topics [All Topics](https://blog.wealthstonegroup.com/insights) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) [Wealth & Estate Planning](https://blog.wealthstonegroup.com/insights/tag/wealth-estate-planning) [721 Exchange / UPREIT](https://blog.wealthstonegroup.com/insights/tag/721-exchange-upreit) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) [REIT](https://blog.wealthstonegroup.com/insights/tag/reit) [Passive Real Estate Investing](https://blog.wealthstonegroup.com/insights/tag/passive-real-estate-investing) [Qualified Opportunity Zones (QOZs)](https://blog.wealthstonegroup.com/insights/tag/qualified-opportunity-zones-qozs) [DST Fees and Commissions: What Investors Are Actually Paying and How the Cost Structure Affects Returns](https://blog.wealthstonegroup.com/insights/dst-fees-and-commissions-what-investors-are-actually-paying-and-how-the-cost-structure-affects-returns) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog3-1.png) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) ### DST Fees and Commissions: What Investors Are Actually Paying and How the Cost Structure Affects Returns Discover the hidden costs of Delaware Statutory Trust investments and how fees impact your returns throughout the investment lifecycle. Sep 11, 2026 6 min read [1031 Exchange Replacement Property Due Diligence Questions: What to Evaluate Before Closing](https://blog.wealthstonegroup.com/insights/1031-exchange-replacement-property-due-diligence-questions-what-to-evaluate-before-closing) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-RealEstate-HeroImage-min-1.jpeg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### 1031 Exchange Replacement Property Due Diligence Questions: What to Evaluate Before Closing Ensure your 1031 exchange investment is sound. Discover essential due diligence questions to evaluate replacement properties before closing. Sep 09, 2026 6 min read [Occupancy Risk 1031 Exchange Replacement Property: How Investors Evaluate Tenant Stability](https://blog.wealthstonegroup.com/insights/occupancy-risk-1031-exchange-replacement-property-how-investors-evaluate-tenant-stability) ![](https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI3.jpg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### Occupancy Risk 1031 Exchange Replacement Property: How Investors Evaluate Tenant Stability Discover how to evaluate tenant stability in 1031 exchange replacement properties, focusing on occupancy risk and its impact on future income. Sep 07, 2026 6 min read [Why DST Taxable Income Can Exceed Cash Distributions to Investors](https://blog.wealthstonegroup.com/insights/why-dst-taxable-income-can-exceed-cash-distributions-to-investors) ![](https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI4.jpg) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) ### Why DST Taxable Income Can Exceed Cash Distributions to Investors Understanding why DST taxable income can exceed cash distributions is key for investors. Learn how depreciation, reserves, and debt affect your tax situation. Sep 04, 2026 5 min read [What If Your 1031 Exchange Property Isn't Performing as Expected?](https://blog.wealthstonegroup.com/insights/what-if-your-1031-exchange-property-isnt-performing-as-expected) ![](https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI5.jpg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### What If Your 1031 Exchange Property Isn't Performing as Expected? Explore strategies for addressing underperforming 1031 exchange properties, including options to hold, sell, or reinvest, and make informed investment decisions. Sep 02, 2026 4 min read [How Preferred Equity Affects a Business Seller's Proceeds When a Private Equity Firm Is the Buyer](https://blog.wealthstonegroup.com/insights/private-equity-preferred-equity-seller-proceeds) ![](https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI.jpg) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### How Preferred Equity Affects a Business Seller's Proceeds When a Private Equity Firm Is the Buyer Discover how preferred equity impacts business sellers' proceeds when selling to private equity firms, and why understanding capital structure is crucial. Aug 31, 2026 4 min read [Can You Use 1031 Exchange Funds to Pay Off an Existing Mortgage and What the IRS Actually Requires](https://blog.wealthstonegroup.com/insights/1031-exchange-funds-pay-off-mortgage) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI1.jpg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### Can You Use 1031 Exchange Funds to Pay Off an Existing Mortgage and What the IRS Actually Requires Learn how 1031 exchange funds can be used for mortgages and the IRS requirements to avoid unexpected taxable gains during property transactions. Aug 28, 2026 4 min read [Reducing Owner Dependency Before a Business Sale: Why It Matters for Valuation](https://blog.wealthstonegroup.com/insights/reduce-owner-dependency-business-valuation) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog4.png) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) ### Reducing Owner Dependency Before a Business Sale: Why It Matters for Valuation Learn how to reduce owner dependency before a business sale to enhance valuation, attract buyers, and build a stronger, scalable organization. Aug 26, 2026 4 min read [How to Manage Confidentiality When Selling a Business: What Must Stay Private and When](https://blog.wealthstonegroup.com/insights/business-sale-confidentiality-management) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog3.png) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) ### How to Manage Confidentiality When Selling a Business: What Must Stay Private and When Learn how to maintain confidentiality during a business sale, protecting key relationships and enhancing transaction value through strategic information management. Aug 24, 2026 4 min read Load More Insights   ![Wealthstone-Logo-GoldWhite-2-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png) Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals. 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