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1031 Exchange News & Insights
Understanding Delaware Statutory Trust Debt
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...
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...