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...
The DST Process
How Do I Invest in a Delaware Statutory Trust (DST)? 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 income. A...
What are The Five Ws of a DST?
Like many important investment topics that require questions and answers, Delaware Statutory Trusts (DSTs) are no different. While they may sound complicated and overwhelming, they are a fairly streamlined concept with the potential to increase net worth for an...
Utilizing a Delaware Statutory Trust in a 1031 Exchange
A 1031 exchange is a useful tool to potentially defer taxes when selling an investment property. One of the rules for a 1031 exchange is to replace the relinquished property with a like-kind alternative. There are various property replacement strategies that may be...
Sometimes a 1031 Exchange Isn’t the Best Solution
Sometimes our plans just don’t work out. And if this happens, we should accept the change, consider new options and take a new path. This scenario can happen with your 1031 investment plans too. While we are firm believers in 1031 exchange and tax deferral...
What are Capital Gains Taxes and How Can I Avoid Them on My Investment Property?
CPAs, investments professionals and realtors often talk in their own language and a term that flies around regularly is “capital gains.” Since many people have not yet embraced the world of investing, this term may be unfamiliar. We’re here to assist you demystify...
Do’s and Don’ts of a 1031 Exchange
What is a 1031 Exchange A tax-deferred exchange under Section 1031 of the Internal Revenue Code is a method that allows you to sell an investment property and acquire another like-kind property while deferring state and federal capital gains taxes until later. ...
Seven Advantages of a Delaware Statutory Trust
Even though a DST – a Delaware Statutory Trust – sounds like it is primarily for Delaware businesses and residents, that’s not the case. Luckily everyone who fits the criteria no matter where they live in the U.S. can participate in this tax deferral program....
1031 Exchange – The Replacement Property
If after a lot of research and reading through our website, you decide you want to dive into the 1031 exchange pool, you’ll need to know what’s next? Like all structured real estate deals and investments there are few hoops to jump through, t’s to cross and i’s to...
1031 Exchange Versus Opportunity Zones– Which One is For You
An increasing number of investors are exploring additional ways to make investments with tax benefits. Two such avenues are 1031 exchanges and opportunity zones. Both are gaining popularity, and both allow the investor to defer capital gains taxes, but like all...
How Baby Boomers With Real Estate Investments Can Utilize Tools Like DSTs, 721 Exchanges and UPREITS for Estate Planning
According to the 2020 Census the baby boomer generation is estimated at about 73 million with more reaching retirement daily. And many who own property are (or should be!) starting to plan for ways to transfer their wealth and assets to their heirs, which can be a...
How to Give Your 1031 Exchange Boot the Boot!
Let’s first explain what boot is and why you don’t want it. Ideally a 1031 exchange is a tax-deferred financial investment strategy that involves reinvesting into a like-kind property to defer capital gains. But if the replacement property isn’t the same value of your...