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
Top 8 Retirement Questions to Ask Your Financial Advisor

Top 8 Retirement Questions to Ask Your Financial Advisor

Wondering if you’re on track for retirement? Discover the top 8 retirement questions to ask your financial advisor to ensure a secure and well-planned future.

Apr 26, 2025 3 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
Tax-Saving Strategies Beyond the 1031 Exchange

Tax-Saving Strategies Beyond the 1031 Exchange

Explore various tax-saving strategies beyond the 1031 exchange to maximize your real estate investments and reduce tax liability effectively.

Feb 22, 2025 3 min read