5 Effective Strategies to Defer or Reduce Capital Gains Tax
Capital gains tax applies whenever you sell an appreciated asset—whether it’s real estate, stocks, a business, or other investments.
Timeline for Converting a DST into a 721 UPREIT: What Investors Should Know
For many real estate investors—especially those approaching retirement—converting a Delaware Statutory Trust (DST) into an UPREIT can be an attractive way to simplify their portfolio
6 Tips for Creating a Comprehensive Financial Plan
Building a solid financial plan sets the foundation for achieving your life’s most important goals—from securing retirement and homeownership to growing your investment portfolio.
How to Evaluate Potential DST Properties: Key Metrics to Consider and Questions to Ask
Delaware Statutory Trusts (DSTs) offer a compelling entry into high-quality commercial real estate—especially for those executing 1031 exchanges.
721 Exchange vs. 721 via DST: What’s the Difference?
Discover the differences between the traditional 721 exchange and the 721 via DST to maximize your real estate investments and defer taxes.
Reducing Taxes Through 721 Exchanges: A Smart Exit for Real Estate Investors
Learn how 721 Exchanges can help real estate investors defer taxes, transition to passive income, and simplify estate planning.
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.
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.