1031 Exchange

Selling a commercial property is often described as a liquidity event. From a tax perspective, it is better understood as a recognition event.

Delaware Statutory Trusts (DSTs) are often discussed in the context of 1031 exchanges. Less often discussed is how they are taxed during ownership and at exit. That gap leads to unrealistic expectations and avoidable confusion.

Mineral rights often surface late in a real estate transaction. Sometimes they are bundled with land. Other times they were severed decades ago and quietly retained by a prior owner. In a 1031 exchange, that distinction matters more than most investors realize.

A 1031 exchange is often evaluated as a transaction tool. Investors sell a property, reinvest the proceeds, and defer taxes. That framing is incomplete.

Learn the critical steps for a successful 1031 exchange to defer taxes and reinvest in like-kind properties with expert guidance from Wealthstone Group.

Succession planning in family-owned businesses is rarely just about ownership. It is about liquidity, fairness among heirs, tax exposure, and the long-term viability of both the business and the family balance sheet.

For experienced real estate owners, the 1031 exchange is rarely new. Many have executed one before, or at least evaluated it seriously during a sale.

A 1031 exchange is one of the most powerful ways for real estate investors to defer capital gains taxes. But sometimes, even with the best planning, things don’t go as expected.

When you sell a property with a large gain, the tax bill can be significant. Many real estate owners look for ways to reduce the tax impact of a sale without being forced to reinvest immediately or complete a rushed 1031 exchange.