The year 2017 marked a turning point in taxes—the Tax Cuts and Jobs Acts established a tax rule allowing investors to defer their capital gains taxes. In addition, […]
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February 23, 2023
Top Ten Opportunity Zone Funds Frequently Asked Questions (FAQs):
What types of investments qualify for an Opportunity Zone Fund? Opportunity Zone Funds are an investment vehicle designed to spur economic growth in underinvested areas in the United […]
January 23, 2023
Hidden UPREIT Fees Added By DST Brokers - How To Avoid Them
Make Sure to Dot Your I’s and Cross Your T’s Are you asking your 721 DST Broker which share class you're getting? Not knowing the answer could cost […]
January 16, 2023
DST vs QOZ- Delaware Statutory Trust vs Qualified Opportunity Zone Fund
Every week we get calls from someone asking to invest in DSTs when in our opinion they would be better off investing in a QOZ instead. Please note, […]
June 16, 2022
3 Steps to 1031 Exchange into a REIT
' The answer to “can I 1031 exchange into a REIT?” is yes and no. Yes, you can because the IRS says you can. No, you can’t because most REITs […]
June 9, 2022
Why Fees Matter When Purchasing 721 Delaware Statutory Trusts (DSTs)
By now, anyone that has read our blog or listened to us either live, by phone or by video knows that when it comes to DSTs, we prefer […]
April 27, 2022
The Traditional 1031 DST vs The 721 DST
Most Traditional DSTs hold a single asset class, typically just a single property. Their expected holding period is approximately 5-10 years. They are illiquid and carry a 15%-20% […]
November 12, 2021
Can an LLC do a 1031 Exchange?
Over the last few months, we have written about the like-kind exchanges (also known as an IRS 1031 exchange) and the tax benefits that come with doing one. […]
November 11, 2021
Calculating Basis of New Property in a 1031 Exchange
You and your spouse can defer paying taxes on the sale of an investment property by exchanging it for another investment property. This smart investment move is called […]
November 10, 2021
What Qualifies for a 1031 Exchange?
Real estate investors who sell a property can sometimes take advantage of a section in the U.S. IRS’ tax code that allows them to defer capital gains or […]
October 26, 2021
Who Should Consider a DST Investment?
If you have succeeded in your prior real estate investment activities, you may be faced with a new challenge; how do you sell your property without paying income […]
October 24, 2021
Investing in Qualified Opportunity Zones Versus 1031 Exchange: Similarities and Differences
For all their long-term tax advantages, real estate investments can also be structured to provide immediate tax benefits. For decades, investors have used Section 1031 exchanges, also known […]
