Are there significant distinctions between registered investment advisors and commission-based brokers? Let’s examine their differences and find out.
Our Blog
Explore Expert Articles
Navigating Success in Exit Planning, Real Estate, and More
June 28, 2023
Qualified Opportunity Zones vs. a 1031 Exchange
Choosing different types of investments can feel overwhelming for new investors. Here are the differences between QOZs and 1031 exchanges to help you out.
June 26, 2023
Why Tenant Quality is Vital for DST Investment Success
How to Evaluate the Creditworthiness and Stability of Tenants in a DST Property. This article discusses the impact of tenant quality on DST investments. It explores how the […]
June 22, 2023
Can You Turn a 1031 Into a Joint Venture?
While 1031 exchanges provide investors with many benefits, can investors turn a 1031 exchange into a joint venture? Let’s take a look and find out.
June 22, 2023
What Is the Difference Between a REIT and an UpREIT?
As REITs become popular, many investors can obtain benefits without managing properties. So, what are the differences between an REIT and an UpREIT?
June 21, 2023
DST Depreciation Recapture: What You Need to Know Before Investing
The Impact Of Depreciation Recapture On DST 1031 Exchanges Depreciation is an essential component of the non-recognition provisions of IRC 1031 rules because it is an integral part […]
June 16, 2023
DST Investments In Inflationary Times
The Impact of the Inflation Environment on DST Investments: How DSTs Can Help You Protect Your Real Estate Portfolio. For the past year, consumers have felt the financial […]
June 15, 2023
5 Common Misconceptions About Registered Investment Advisors
Registered investment advisors can provide many benefits to eager clients. Let’s review the five common misconceptions about registered investment advisors.
June 11, 2023
Navigating Hard to Reach Markets with DST 1031 Exchange: Expert Insights
Using a DST 1031 Exchange to Access Hard-to-Reach Real Estate Markets: Strategies for Investing in Properties Outside Your Local Area. Owners of investment properties typically own only one […]
June 7, 2023
Requirements for Opportunity Zone Investments
Opportunity Zones are a relatively new concept investors have been exploring to meet their financial goals. But what are some of the requirements of Opportunity Zone investments? Let’s […]
June 6, 2023
Opportunity Zone Fund Legal Rules: Everything You Need to Know
Navigating the Legal Landscape of Opportunity Zone Funds: What You Need to Know "Opportunity Zones," a new economic development tool designed to spur investment in low-income regions, has […]
June 2, 2023
Finding Opportunity Zone Funds: A Comprehensive Guide
Strategies for Finding the Best Opportunity Zone Funds Are you hoping to invest in a Qualified Opportunity Fund or QOF to defer capital gains taxes? These funds are […]
