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5 Things To Remember When Deciding To Do a 721 Exchange

721 exchanges can be the perfect alternative for real estate investors who want to defer capital gains taxes without following strict guidelines and rules. 721 exchanges have many […]

721 Exchange

Using DSTs for Charitable Giving: A Guide to Estate Planning

Leave Your Investments to Charity With a DST Leaving a legacy is a big deal to many people. It's heartening to think about how people will celebrate us, […]

Delaware Statutory Trusts

Benefits of Having an Opportunity Zone Investment

Investing in Opportunity Zones can revitalize economically compromised areas and communities. These private or public partnerships allow the government to incentivize eager investors to sell their appreciated assets. […]

Opportunity Zone Funds

Comparing DSTs with Other Passive Real Estate Investments

DSTs Compared With Other Passive Real Estate Investments As we age, most of us want to spend time with family and friends, making memories together. With this in […]

Delaware Statutory Trusts

How DST Investments Can Help You Preserve Your Wealth

Building a retirement with passive income can be a challenging endeavor, especially if you’re not sure which avenue to take. Luckily, Delaware Statutory Trusts (DSTs) create a means […]

Financial Tales

How To Save A 1031 When You Can't Identify Property

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, […]

1031 Exchanges

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. […]

Financial Tales

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 […]

Delaware Statutory Trusts

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 […]

1031 Exchanges

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 […]

Delaware Statutory Trusts

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 […]

Delaware Statutory Trusts

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 […]

Delaware Statutory Trusts
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