Benefits and Drawbacks of Deferring Taxes with a 721 Exchange

Benefits and Drawbacks of Deferring Taxes with a 721 Exchange

Explore the pros and cons of a 721 UPREIT exchange. Learn how deferring taxes, gaining diversification, and transitioning to passive real estate investing impacts your portfolio.

May 10, 2025 3 min read
Six Effective Ways to Defer or Reduce Capital Gains Tax

Six Effective Ways to Defer or Reduce Capital Gains Tax

Learn six effective strategies to defer or reduce capital gains taxes, from 1031 exchanges to tax-loss harvesting, and optimize your investment growth potential.

May 03, 2025 4 min read
DST vs. Direct Property Ownership: Which Is Better for Your Next 1031 Exchange?

DST vs. Direct Property Ownership: Which Is Better for Your Next 1031 Exchange?

Compare DST 1031 exchanges and direct property ownership. Learn key differences in tax benefits, control, diversification, and investment risk.

Apr 05, 2025 2 min read
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