Insights

Expert insights on maximizing wealth through real estate investments leveraging the 1031 Exchange, Delaware Statutory Trusts (DSTs), 721 UPREITs, Qualified Opportunity Zones (QOZs) and other alternative tax-advantaged investments. These insights draw on our extensive industry expertise to develop customized strategies that drive our clients' financial success.

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Maximizing Tax Efficiency in Real Estate: Understanding Bonus Depreciation and its Phase Out

Maximizing Tax Efficiency in Real Estate: Understanding Bonus Depreciation and its Phase Out

Starting in 2024, the powerful tax benefits of bonus depreciation provided by the Tax Cuts and Jobs Act of 2017 are continuing to phase out by 20% each year until they reach 0% in 2027. As this benefit phases out, individuals from all backgrounds should understand what this means for their current investments, future investments, and personal financial plans.

Sep 11, 2024 4 min read
Five Important Return Metrics in Real Estate Investing

Five Important Return Metrics in Real Estate Investing

In the complex world of real estate investing, understanding key investment metrics is crucial for making informed decisions that can drive your success.

Sep 04, 2024 5 min read
7 Risks Associated with Investing in a DST

7 Risks Associated with Investing in a DST

Investing in a Delaware Statutory Trust (DST) can provide real estate investors with potential income and equity growth opportunities without the burden of day-to-day management responsibilities.

Aug 28, 2024 3 min read
Five Criteria for Investors to Evaluate a QOZ Fund

Five Criteria for Investors to Evaluate a QOZ Fund

Qualified Opportunity Zones (QOZ) were first introduced in 2017 by the Tax Cuts & Jobs Act. This allowed investors the ability to invest their realized capital gains from prior investments into economically distressed areas.

Aug 21, 2024 5 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