Insights, news, and updates from the team.
For mid-market real estate sponsors and operators, raising equity deal-by-deal can quickly become a bottleneck. Managing fragmented groups of limited partners (LPs) is time-consuming, resource-intensive, and limits your ability to focus on building a resilient, scalable portfolio. But you don’t have...
Are you a rental property owner over 60? Have years of managing tenants, handling repairs, and navigating the complexities of real estate investing left you longing for a simpler, more stable income solution? If so, you’re not alone—and there’s a smarter way forward.
**Say Goodbye to the Burdens of...
If you’ve owned investment real estate for years, you may be sitting on substantial appreciation. While that value growth is exciting, selling your property often leads to hefty tax bills due to capital gains taxes and depreciation recapture. These tax obligations can leave property owners torn betw...
If you own appreciated real estate and want to give back, simplify your estate, or reduce your taxes, there’s a smarter path forward.
It’s called a Delaware Statutory Trust (DST)—and it’s quickly becoming the *go-to so...
Have you been wondering if it makes sense to downsize your real estate investments or family home? For many property owners, the question isn’t if to downsize—but when. Whether you're managing investment properties, taking care of a large home post-retirement, or simply seeking to reclaim time a...
When it comes to building and preserving wealth, real estate has long been one of the most effective tools for creating generational financial security. But as with any legacy, protecting what you’ve worked tirelessly to build requires careful and strategic planning.
Imagine spending decades accum...
Yes, you can absolutely do a partial 1031 exchange into a Delaware Statutory Trust (DST)–and for many investors, it’s a savvy move. Leveraging this strategy can balance tax deferral, cash flexibility, and passive income in ways that few other investment vehicles can.
If you’re considering selling a...
When planning a 1031 exchange, many real estate investors explore Delaware Statutory Trusts (DSTs) as an option for reinvestment. DSTs present a unique opportunity for investors looking to defer capital gains taxes while enjoying the advantages of passive income and access to institutional-grade pro...
Owning and managing rental properties can be a rewarding investment—but for landlords nearing retirement, the late-night maintenance calls and tenant turnover can quickly lose their appeal. Many find themselves asking the same question:
**"How can I maintain my income without dealing with the heada...
If you’re a real estate investor planning a 1031 exchange, you’ve likely encountered the terms Delaware Statutory Trust (DST) and Tenants-in-Common (TIC). At first glance, these ownership structures may seem similar. Both allow multiple investors to hold fractional interests in large, income-generat...
Real estate investors often find themselves asking, “Can I use a 1031 exchange to invest in a REIT?” The short answer is no—but don’t close the door just yet. While a direct 1031 exchange into a REIT isn’t possible under current IRS rules, there’s a savvy, IRS-approved workaround that allows you t...
Navigating a landscape of rising interest rates, market volatility, and inflation concerns can be daunting for any investor. Yet Triple Net Lease (NNN) properties continue to stand out as a beacon of financial stability. For those seeking reliable cash flow, tax efficiency, and reduced management re...
A 1031 exchange is one of the smartest ways to grow your wealth, defer taxes, and simplify your real estate portfolio. But to truly maximize its benefits, the process must follow strict IRS guidelines. One mistake could mean losing the opportunity for tax deferral.
Here’s how to ensure your 1031 ex...
A 1031 exchange can help you defer capital gains taxes by reinvesting the proceeds from a property sale into another like-kind property. While the benefits are significant, meeting the IRS deadlines can be stressful. That’s where a Delaware Statutory Trust (DST) can make the process much simpler.
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Selling an investment property often comes with one big headache—capital gains taxes. But what if you could defer those taxes and keep your wealth growing? That’s where the 1031 exchange comes into play.
Named after Section 1031 of the Internal Revenue Code, this tool allows you to reinvest the pro...
A Delaware Statutory Trust, or DST, is a legal entity structured to hold title to income-producing real estate. It offers a unique investment vehicle that allows multiple investors to co-own fractional interests in a property, providing several benefits along the way. Notably, DSTs are designed to q...
For investors seeking to defer capital gains taxes while enjoying hassle-free real estate ownership, Delaware Statutory Trusts (DSTs) offer unparalleled benefits. Within the framework of a 1031 exchange, DSTs enable a seamless move from active property management to passive, professionally managed r...