Working with Delaware statutory trust (DST) advisors should be a rewarding experience, but finding the right advisor requires learning about what they can do. For instance, what kind […]
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Essential Investment Terms You Should Know
Familiarize yourself with the essential investment terms you should know so that you can more easily navigate topics such as 1031 exchanges and tax deferrals.
How 721 Exchange Advisors Assist With Property Selection
Take a comprehensive look at how 721 exchange advisors assist with property selection so you can talk to an expert about making the right investment today.
Differences Between Active and Passive Investment Management
Reflect on the biggest differences between active and passive investment management to choose a path forward that best supports your financial goals.
What Happens to the Property in the REIT?
Find out what happens to the property in a REIT so you can gain a better understanding of whether this investment opportunity is worth your time and money.
1031 Exchange vs. Other Real Estate Investment Strategies
Explore a comprehensive breakdown of a 1031 Exchange and other real estate investment strategies so you can plan your future carefully and successfully.
What Types of Properties Qualify for a 721 Exchange?
Some rules and regulations can make qualifying for a 721 exchange tricky to understand. Discover what types of properties qualify for a 721 exchange.
What Risks Are Associated With Investing in a DST?
If you’re a real estate investor, you’ve probably heard of a DST. Yes, there are risks associated with investing in a DST; understanding these risks is crucial.
How Does Wealth Management Help With Tax Planning?
If you’re wondering how wealth management helps with tax planning, check out this expert blog to better understand the importance of wealth management.
Things To Know About 1031 Exchanges Across State Lines
1031 exchanges can be complicated, but taking them across state lines complicates the process even more. View our guide to learn about interstate exchanges.
Fiduciary Duty: What It Means for Your Financial Advisor
You’ve probably seen the word “fiduciary” involved if you’re looking for a financial advisor. Here’s what it means for your financial advisor.
Pros and Cons of Deferring Taxes With a 721 UPREIT Exchange
Many real estate investors appreciate a 721 UPREIT exchange. Check out this blog to explore the pros and cons of deferring taxes with this exchange.