Call Us (866) 261-0104

News Categories

News Archives

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...

read more

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...

read more

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.  ...

read more

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....

read more

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...

read more

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...

read more

What you Need to Know About Opportunity Zones

In December 2017, Congress passed the Tax Cuts and Jobs Act, and a new section of the Tax Code was formed resulting in the creation of Opportunity Zones – a national tax incentive for real estate investors. An Opportunity Zone is a community area that has been...

read more

Three Tax Shelters for Real Estate Investors

When we think of a shelter – as in one for inclement weather – it musters thoughts of being protected or taking refuge. While it’s not a place to evade a storm forever, it’s a spot to ride the weather out safely reducing your exposure. A tax shelter basically falls...

read more

How A Diversified Portfolio Can Help Protect Your Investments

Deciding to pool all your investments into one place is akin to putting all your eggs into the same basket. And this isn’t always the best strategy. Ideally you want to balance out the weight and scope of your portfolio avoiding favoring one opportunity over another....

read more