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 […]
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March 9, 2023
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 […]
January 23, 2023
Hidden UPREIT Fees Added By DST Brokers - How To Avoid Them
Make Sure to Dot Your I’s and Cross Your T’s Are you asking your 721 DST Broker which share class you're getting? Not knowing the answer could cost […]
June 16, 2022
3 Steps to 1031 Exchange into a REIT
' The answer to “can I 1031 exchange into a REIT?” is yes and no. Yes, you can because the IRS says you can. No, you can’t because most REITs […]
June 9, 2022
Why Fees Matter When Purchasing 721 Delaware Statutory Trusts (DSTs)
By now, anyone that has read our blog or listened to us either live, by phone or by video knows that when it comes to DSTs, we prefer […]
April 27, 2022
The Traditional 1031 DST vs The 721 DST
Most Traditional DSTs hold a single asset class, typically just a single property. Their expected holding period is approximately 5-10 years. They are illiquid and carry a 15%-20% […]
August 18, 2021
IRC Section 721 Exchange Explained in Simple Terms
If you’re like millions of investors looking to defer the payment of capital gains taxes, then you should consider utilizing a 721 exchange. IRC Section 721 governs when […]
August 18, 2021
The Pros and Cons of 721 Exchanges vs DSTs
Is the glass half empty or half full? Recently, there has been a lot of talk with respect to changing the IRS tax code. It seems every possible […]
April 27, 2021
1031 Exchange Into An UPREIT: The 721 Exchange
A Real Estate Investment Trust (REIT) is similar to a stock or bond mutual fund but instead of owning stocks or bonds, it owns real estate. REITs seldom […]
