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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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
Creative Financing Strategies to Acquire Real Estate

Creative Financing Strategies to Acquire Real Estate

Discover creative financing strategies for real estate, from seller financing to house hacking. Explore flexible ways to achieve your property investment goals.

Mar 17, 2025 3 min read
How to Supercharge Your Solo 401(k) with Alternative Investments

How to Supercharge Your Solo 401(k) with Alternative Investments

Learn how to invest in real estate, private loans, and other alternatives with a Solo 401(k). Discover rules and benefits to grow beyond the stock market.

Mar 13, 2025 2 min read
How to Structure Your Real Estate Rental Business: A Guide to Success and Asset Protection

How to Structure Your Real Estate Rental Business: A Guide to Success and Asset Protection

Learn how to structure your real estate rental business for success. Explore LLCs, partnerships, and corporations to protect assets and optimize taxes.

Mar 08, 2025 3 min read
Best LLC Structures for Rental Properties to Protect Your Real Estate Investments

Best LLC Structures for Rental Properties to Protect Your Real Estate Investments

Discover the best LLC structure for rental properties. Learn about single LLCs, separate LLCs, and Series LLCs to protect assets and optimize operations.

Mar 01, 2025 3 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
Tax Loss Harvesting: A Key Strategy for Tax-Efficient Investing

Tax Loss Harvesting: A Key Strategy for Tax-Efficient Investing

Learn how tax loss harvesting can reduce your taxable income, enhance portfolio returns, and navigate the complexities of the IRS wash sale rule effectively.

Feb 18, 2025 2 min read
The Power of Solo 401(k) Plans for Real Estate Agents

The Power of Solo 401(k) Plans for Real Estate Agents

Discover the benefits of Solo 401(k) plans for real estate agents. Learn how to save for retirement, reduce taxes, and grow your wealth with flexible options.

Feb 15, 2025 3 min read