--- title: Insights (3) description: Wealthstone Group | Insights (3) 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) [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 [Forced DST-to-UPREIT Conversions: What Investors Should Understand Before They Happen](https://blog.wealthstonegroup.com/insights/forced-dst-upreit-conversion-risks) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog2.png) [721 Exchange / UPREIT](https://blog.wealthstonegroup.com/insights/tag/721-exchange-upreit) ### Forced DST-to-UPREIT Conversions: What Investors Should Understand Before They Happen Explore the benefits and considerations of pre-planned DST-to-UPREIT conversions, a strategy for long-term tax deferral and institutional real estate ownership. Aug 21, 2026 4 min read [Choosing the Right Business Exit Strategy: Why the Best Option Depends on More Than the Purchase Price](https://blog.wealthstonegroup.com/insights/business-exit-strategy-options-comparison) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog.png) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### Choosing the Right Business Exit Strategy: Why the Best Option Depends on More Than the Purchase Price Explore the key considerations for choosing the right business exit strategy, focusing on personal and financial goals beyond just purchase price. Aug 19, 2026 4 min read [How to Use 1031 Exchange Proceeds to Consolidate Multiple Rental Properties Into a Single Passive Holding](https://blog.wealthstonegroup.com/insights/1031-exchange-consolidate-rental-properties-dst) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI-2.jpg) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) ### How to Use 1031 Exchange Proceeds to Consolidate Multiple Rental Properties Into a Single Passive Holding Learn how a 1031 exchange can help consolidate multiple rental properties into a simpler, passive investment strategy while deferring capital gains taxes. Aug 17, 2026 4 min read [The December 31, 2026 QOZ Deferral Deadline: What Investors Need to Do Before It Arrives](https://blog.wealthstonegroup.com/insights/qoz-fund-december-2026-deferral-deadline) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI-.jpg) [Qualified Opportunity Zones (QOZs)](https://blog.wealthstonegroup.com/insights/tag/qualified-opportunity-zones-qozs) ### The December 31, 2026 QOZ Deferral Deadline: What Investors Need to Do Before It Arrives Prepare for the December 31, 2026 QOZ tax recognition milestone. Understand your deferred gain, valuation needs, and tax planning strategies. Aug 14, 2026 4 min read [Selling Your Business Is Only Half the Plan: How to Align Your Exit With Your Personal and Financial Goals](https://blog.wealthstonegroup.com/insights/business-exit-strategy-personal-financial-goals) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI-3.jpg) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) ### Selling Your Business Is Only Half the Plan: How to Align Your Exit With Your Personal and Financial Goals Learn how to align your business exit strategy with personal and financial goals for a successful transition after selling your company. Aug 12, 2026 4 min read [Small-Bay Industrial Real Estate: Why the Asset Class Is Gaining Attention From 1031 Exchange Investors](https://blog.wealthstonegroup.com/insights/small-bay-industrial-dst-1031-exchange) ![](https://blog.wealthstonegroup.com/hubfs/social-suggested-images/44709168.fs1.hubspotusercontent-na1.nethubfs44709168stock-photo-city.jpeg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### Small-Bay Industrial Real Estate: Why the Asset Class Is Gaining Attention From 1031 Exchange Investors Discover why small-bay industrial real estate is attracting 1031 exchange investors, offering diversified income and stability in local economies. Aug 10, 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. [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](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) Company - [About](https://blog.wealthstonegroup.com/about) - [Contact](https://www.wealthstonegroup.com/contact) - [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) Not an offer to buy, nor a solicitation to sell securities. 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