When a 1031 exchange fails, it may seem like the world has ended. But don't despair! There are ways to save a 1031 exchange. The Deferred Sales Trust, […]
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May 23, 2023
Top 10 Questions To Ask Your Registered Investment Advisor
Managing your finances and creating financial goals can be difficult, but seeking a professional’s guidance can help tremendously. Here are ten questions to ask your registered investment advisor. […]
May 20, 2023
Why Delaware Statutory Trusts are a Smart Choice for Estate Planning
Using a DST 1031 for Estate Planning As you create an estate plan, you'll likely run into some bumps in the road. Taxes are one of the biggest […]
May 19, 2023
What Is the Minimum Holding Period for 1031 Exchanges?
When investing in real estate, many investors have different options based on their financial goals and level of involvement. 1031 exchanges have their advantages, including tax benefits and […]
May 16, 2023
Delaware Statutory Trust (DST) Consultant for Advisors
Hi, I’m Tom, and I am a wealth manager with “I care about my client capital management,” I got on your calendar because one of my clients and a […]
May 12, 2023
Mastering Due Diligence: Understanding DSTs
The Role of Due Diligence in DST 1031 Exchanges: Best Practices for Investigating Potential Investments. Due diligence is a crucial part of DST 1031 exchanges. Learn everything you […]
May 9, 2023
Mastering the Art of Evaluating DST Properties: Expert Tips and Insights
How to Evaluate Potential DST Properties: Key Metrics to Consider and Questions to Ask. There are certain things to think about before investing in a Delaware Statutory Trust […]
May 4, 2023
The Differences Between an UpREIT and a DownREIT
Traditional methods of REIT formation involve real estate transfers to a REIT in exchange for REIT stocks. But unfortunately, it creates a taxable instance if property interests become […]
May 2, 2023
Busting the Top 1031 Exchange Myths: Heres What You Need to Know
Common Misconceptions About DST 1031 Exchanges and the Truth Behind Them. A 1031 "like-kind" exchange allows real estate investors to defer capital gains taxes on property sales by […]
April 30, 2023
DST Diversification: Mitigating Risks and Enhancing Returns
How to Use a DST 1031 Exchange to Diversify Your Real Estate Portfolio and Reduce Risk. Learn 1031 exchange investment strategies & the benefits of diversification through multiple […]
April 27, 2023
Monetized Installment Sale - IRS Dirty Dozen
Every year, the IRS publishes its "Dirty Dozen," a list of transactions and arrangements taxpayers should avoid. In a recent report, the agency emphasized four potentially abusive transactions/arrangements […]
April 26, 2023
What Is a Registered Investment Advisor?
Making financial decisions requires expertise and knowledge to avoid making a mistake. What are registered investment advisors, and how do they help? Let’s explore the requirements to become […]
