A 721 exchange can be an optimal choice for deferring capital gains taxes without the hindrance of a strict time frame. Additionally, 721 exchanges offer many benefits and […]
Our Blog
Explore Expert Articles
Navigating Success in Exit Planning, Real Estate, and More
Section 453 Structured Installment Sale
A Structured Installment Sale is a type of tax-deferred transaction that allows businesses and individuals to sell assets while spreading the taxable gain over a period of time. […]
The History of Delaware Statutory Trusts
Trusts acted as a primary method for wealthy Americans for many years to transfer properties from one generation to the next with minimal taxes and maximum security and […]
Understanding Deferred Sales Trust Fees: What You Need to Know
Would you rather pay capital gains taxes on a significant transaction all at once or put it on layaway and make tax payments over time if given the […]
Requirements To Form a Delaware Statutory Trust (DST)
Since the early 1900s, Delaware has been a preferred jurisdiction for business entities. Delaware is a business-friendly state because of its corporate laws, a long-standing tradition of legal […]
What Is an Opportunity Zone in Real Estate?
Opportunity Zones allow investors to defer capital gains tax and experience growing capital. Keep reading to learn about Opportunity Zones in real estate. What Are Opportunity Zones? An […]
What Happens to Passive Losses in a 1031 Exchange?
Those who don’t classify as real estate professionals under the Federal income tax code and regulations should be aware of the treatment of passive losses. What happens to […]
Benefits of Hiring a Registered Investment Advisor
Handling finances, investments, and the law can become overwhelming and stressful. So let’s review the different benefits of hiring a registered investment advisor. Helps Reduce Stress Financial and […]
5 Things You Need To Know About 721 Exchanges
A 721 exchange has similarities to 1031 exchanges, allowing investors to exchange appreciated real estate property for business or investment purposes. They work in operating partnerships that convert […]
How To Decide if a 721 Exchange Is Right for You
When investors search for alternatives to defer capital gains taxes without having a strict time frame, 721 exchanges make for an optimal choice. Also known as a UPREIT […]
The Different Types of 1031 Exchanges Explained
Are you considering a 1031 exchange but need help determining where to go? Here are the different types of 1031 exchanges explained. Two-Party Simultaneous Exchange A simultaneous exchange […]
Navigating the World of Publicly Listed Nontraded REITs: Tips for Investors
Here’s a riddle. When is real estate not real estate? Give up? We’ve found that real estate is not real estate when it is owned as a publicly […]