--- 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) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) [721 Exchange / UPREIT](https://blog.wealthstonegroup.com/insights/tag/721-exchange-upreit) [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) [The 1031 vs. 721 vs. Installment Sale Decision: How to Compare the Three Exit Paths](https://blog.wealthstonegroup.com/insights/the-1031-vs.-721-vs.-installment-sale-decision-how-to-compare-the-three-exit-paths) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog2.png) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### The 1031 vs. 721 vs. Installment Sale Decision: How to Compare the Three Exit Paths Explore the differences between 1031 exchanges, 721 UPREITs, and installment sales to find the best strategy for managing real estate tax consequences after a sale. Sep 18, 2026 6 min read [How Does the Real Estate Market Affect Your 1031 Exchange Options?](https://blog.wealthstonegroup.com/insights/how-does-the-real-estate-market-affect-your-1031-exchange-options) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog4.png) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### How Does the Real Estate Market Affect Your 1031 Exchange Options? Discover how economic factors like interest rates, credit availability, and property valuations impact your 1031 exchange options and investment decisions. Sep 16, 2026 5 min read [How to Tell If Your Business Is a Good ESOP Candidate](https://blog.wealthstonegroup.com/insights/how-to-tell-if-your-business-is-a-good-esop-candidate) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI1.jpg) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) ### How to Tell If Your Business Is a Good ESOP Candidate Evaluate if your business is a strong candidate for an Employee Stock Ownership Plan by examining key criteria like earnings, workforce size, and management strength. Sep 14, 2026 5 min read [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 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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