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 […]
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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 […]
April 25, 2023
Things To Consider Before Investing in an Opportunity Zone
Opportunity Zones often represent economically compromised communities that desperately need revitalization and investment. Opportunity Zone Funds are private or public partnerships, allowing the government to incentivize investors to […]
April 21, 2023
What To Expect When You Hire a Fiduciary Consultant
Fiduciary consultants are individuals or organizations with the legal duty to act in the client’s best interest. They create a trustworthy bond with a client while avoiding conflicts […]
April 21, 2023
5 Things To Know Before Starting Your 1031 Exchange Process
A 1031 exchange can offer many tax advantages. This investment originates from Section 1031 of the United States Internal Revenue Code and postpones capital gains taxes on sales […]
April 19, 2023
The Differences Between 721 and 1031 Exchanges
Investing in real estate comes with its pros and cons, and knowing how to pursue property investment successfully takes time and knowledge. So, here are the differences between […]
