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 […]
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 […]
March 23, 2023
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 […]
March 20, 2023
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 […]
March 8, 2023
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 […]
January 14, 2020
1031 Exchange vs. Delaware Statutory Trust: 10 Reasons to Consider Delaware Statutory Trust
Avoid Financing Obstacles In a 1031 exchange transaction, the debt placed or assumed on the replacement property must be equal to or greater than the debt relieved in […]
January 14, 2020
Why Real Estate Brokers Recommend DSTs to Their Clients
1. DSTs Make Great Back Up Properties You’ve sold a property and you’ve identified a replacement property. Unfortunately, for a variety of reasons, the replacement property can’t settle […]
January 14, 2020
Delaware Statutory Trusts Can Help Clients
Delaware Statutory Trusts can help clients: • Defer long term capital gains and depreciation recapture • Receive tax-advantaged income • Provide heirs with a stepped-up cost basis • […]
January 14, 2020
Delaware Statutory Trust Case Studies
Case Study #1 - A local CPA explains how their client was selling a property and would have to pay both a substantial capital gains tax and depreciation […]
