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1031 Exchange News & Insights
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...
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...
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...
How is Tax Calculated on Your Delaware Statutory Trust?
As a reminder, a Delaware Statutory Trust (DST) is tax-deferred, multiple-owner investment purchased through a 1031 exchange, so at the end of the year each investor receives a pro-rata portion of the DST listing the rental income and expenses. It is considered...
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....
Evaluating Your Risk Tolerance
The entire reason for investing, reinvesting or preserving an initial investment is to earn more money than you started with – otherwise why do it? But along with external factors such as the real estate market, market stability, economics, politics, current events,...
Why the President’s New Tax Plan Will Hurt Small to Medium Real Estate Investors
In our office we have received quite a few calls recently about how President Biden’s proposal to eliminate Section 1031 like-kind exchanges as a means to pay for his proposed American Families could affect their current and future real estate investments. It’s a good...