Top 5 Property Types for DST Investments

Top 5 Property Types for DST Investments

Discover the top property types for DST investments to diversify your portfolio and enjoy tax-deferral benefits through a 1031 exchange.

Mar 29, 2025 3 min read
The Value of a 721 Exchange Advisor in Your Next Real Estate Transaction

The Value of a 721 Exchange Advisor in Your Next Real Estate Transaction

Learn how a 721 exchange advisor can help you maximize tax benefits, identify REIT opportunities, and achieve long-term financial success in real estate investing.

Mar 22, 2025 3 min read
Three Factors to Consider Before Timing the Real Estate Market

Three Factors to Consider Before Timing the Real Estate Market

Is now a good time to invest in private real estate or should I wait it out? It’s a debated topic, but, unless you can predict the future, it might be elusive to time the market and find the right entry point.

Aug 14, 2024 5 min read
Understanding "Tax Straddles" in 1031 Exchanges Across Two Tax Years

Understanding "Tax Straddles" in 1031 Exchanges Across Two Tax Years

The general timeline for a 1031 exchange involves identifying a replacement property within 45 days and completing the exchange within 180 days.

Aug 07, 2024 2 min read
Evaluating Private Alternative Investment: Five Questions to Guide Your Decision

Evaluating Private Alternative Investment: Five Questions to Guide Your Decision

Explore the key considerations for evaluating private alternative investments, including time horizon, liquidity, portfolio alignment, transparency, and fund structures. Make informed decisions with expert guidance.

Jul 31, 2024 3 min read
Utilizing DSTs as a Back Up Plan for Boot in a 1031 Exchange

Utilizing DSTs as a Back Up Plan for Boot in a 1031 Exchange

Learn how to utilize Delaware Statutory Trusts (DSTs) as a backup plan for boot in a 1031 exchange, ensuring full tax deferral and strategic investment opportunities.

Jul 24, 2024 2 min read
Understanding the Reverse 1031 Exchange to Maximize Your Real Estate Investment

Understanding the Reverse 1031 Exchange to Maximize Your Real Estate Investment

Learn about the powerful tool of the Reverse 1031 Exchange in real estate investing. Discover how to maximize your investment potential and defer capital gains taxes effectively.

Jul 17, 2024 2 min read
Exit Planning for Businesses with Commercial Real Estate Holdings

Exit Planning for Businesses with Commercial Real Estate Holdings

Discover the complexities of exiting a business with commercial real estate holdings, such as tax implications, 1031 exchanges, and passive investments.

Jul 10, 2024 3 min read
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