Six Critical 1031 Exchange Terms Every Investor Should Know
Unlocking the power of 1031 exchanges can potentially enhance your investment returns. But with specialized terminology and intricate rules, it's easy to get lost in the details. I’m here to help demystify the 1031 exchange by defining the top six key terms every...
Using a 1031 Exchange to Transition from Hands-On Real Estate to Hands-Off Real Estate
Investors looking to scale their real estate portfolio and increase passive income can consider transitioning from residential to commercial properties. One of the most effective ways to make this transition while deferring capital gains taxes is through a 1031...
Understanding the Role of a Qualified Intermediary in a 1031 Exchange
A 1031 exchange can be a powerful tool that allows real estate investors to defer capital gains taxes when they sell one property and purchase another like-kind property. However, the process is complex and involves several key players, one of the most important being...
How to Avoid a 1031 Exchange Disqualification
A 1031 exchange, a potentially powerful tax-deferral strategy, allows you to defer capital gains taxes by reinvesting the proceeds from the sale of one property into another. It’s essential, however, to understand the rules and regulations to avoid disqualification. A...
Aligning 1031 Exchanges with Sustainable Real Estate Goals
1031 exchanges, a tax-deferred strategy that allows for the exchange of like-kind properties, have been a popular tool for real estate investors for decades. However, there is a growing interest in using 1031 exchanges to invest in sustainable and environmentally...
Understanding How Debt is Treated in a Delaware Statutory Trust
Investing in real estate through a Delaware Statutory Trust (DST) offers a compelling opportunity for investors seeking portfolio diversification and potential tax advantages. Central to evaluating DST investments is understanding how property-purchase loans, or debt, impact investors.
How Do We Vet Our DST Sponsors?
Vetting and conducting due diligence on our Delaware Statutory Trust (DST) sponsors is critical to safeguarding your investments and ensuring alignment with your financial goals. This strict question/answer process allows us to assess the sponsor’s track record, expertise and integrity and provides insights into their ability to effectively manage your investments.
Navigating Real Estate Investments: Understanding Core, Core Plus, Value-Add and Opportunistic Strategies
In the dynamic landscape of real estate investment, strategic decisions hinge upon an intricate balance between risk and return. Four distinct categories—Core, Core Plus, Value-Add and Opportunistic—emerge as key examples, each offering unique opportunities and challenges. Let’s look at the nuances of these strategies to equip you with a comprehensive understanding of each characteristic and how they may relate to your DST investment(s).
Relinquishing Control of Your Investments – Part Two
In this two-part series I will attempt to navigate the very real feelings associated with passive investing. I will explain why it’s something to consider, how it benefits your heirs, and discuss some of the psychological roadblocks many people encounter.
Relinquishing Control of Your Investments – Part One
Are you considering investing in a DST or an UPREIT via a 1031 exchange but are having a hard time giving up control?
How Do I Invest in a Delaware Statutory Trust (DST)?
Seven steps for investing in DST through a 1031 exchange Investing in a Delaware Statutory Trust (DST) via a 1031 exchange can be an attractive option for real estate investors looking to defer capital gains taxes, diversify their portfolio and generate passive...
Embracing a Passive Investment
Another term for ‘embracing a passive investment’ could also be ‘giving up control of an investment.’ Both mean the same thing, but they conjure vast psychological differences for some investors. Does the concept of giving up control feel foreign or even scary? But is...