As a Qualified Intermediary (QI), you understand the importance of helping your clients meet the 45-day identification requirement for their 1031 exchange replacement properties. The pressure of finding suitable properties within such a short time frame can be daunting.
By Jeffrey Bangerter on Oct 02, 2024The Resiliency of 1031 Exchanges 1031 exchanges have proven remarkably resilient over the years despite numerous attempts to modify or eliminate them. This strategy, allowing investors to defer capital gains taxes on like-kind property exchanges, has withstood various legislative threats due to their perceived economic benefits. Politicians hold divergent views on the value of 1031 exchanges. Proponents argue that they stimulate economic growth by encouraging real estate investment and redevelop...
DST 1031 Exchange By Jeffrey Bangerter on Sep 04, 2024Introduction As a Qualified Intermediary, staying well-versed in advanced 1031 exchange strategies is essential to providing the best service to your clients. This blog explores five less common but highly effective 1031 exchange strategies, offering insights to help you address complex transactions successfully.
DST 1031 Exchange By Jeffrey Bangerter on Aug 28, 2024Introduction As a Qualified Intermediary (QI), your role in facilitating 1031 exchanges is crucial to successfully deferring capital gains taxes for your clients. Understanding the diverse replacement property options available can significantly enhance the value you bring to the table. This article aims to highlight two compelling alternatives within the 1031 exchange framework: Delaware Statutory Trusts (DSTs) and Oil & Gas investments. By broadening your knowledge of these options, you ca...
DST 1031 Exchange By Jeffrey Bangerter on Aug 14, 2024Introduction As an experienced Qualified Intermediary (QI), you recognize our knowledge of DSTs helps your clients recognize a vast market of replacement properties they otherwise might not have been familiar with. In our commitment to helping you grow your understanding of DSTs - and further distinguishing your practice - we offer this discussion that goes a few steps deeper. This blog will explore more of the intricacies of DSTs, covering securitized real estate, regulatory considerations, the...
DST 1031 Exchange By Jeffrey Bangerter on Aug 07, 2024Introduction to Commercial Real Estate (CRE) Landscape As we find ourselves halfway through 2024, the commercial real estate (CRE) market presents a mixed outlook. Various sectors are experiencing different phases of their cycles, with some showing resilience despite broader economic challenges.
DST 1031 Exchange By Jeffrey Bangerter on Jun 05, 2024Introduction to Delaware Statutory Trusts (DSTs) As you probably know, Delaware Statutory Trusts (DSTs) are legal entities that allow multiple investors to hold fractional ownership in commercial real estate assets. These trusts are especially popular for their role in 1031 exchanges, where they enable investors to defer capital gains taxes by reinvesting proceeds from the sale of a property into a "like-kind" asset. DSTs offer a unique blend of tax advantages, passive income potential, and acce...
Financial Planning DST By Jeffrey Bangerter on May 30, 2024As an investor, you likely have experience with traditional investments like stocks, bonds, and cash. However, record-high inflation in the U.S. has made such assets more vulnerable to market turbulence. Fortunately, other categories of alternative investments exist to offer investors like you more flexibility to help meet your risk appetite and investment goals.
By Jeffrey Bangerter on Oct 04, 2023As a doctor or other health care professional, you've certainly worked hard to achieve your income. Running a medical practice or moving up the ranks from a resident to an attending may have allowed you to pursue many life goals, such as buying a home for your family, paying off your debt or investing in real estate. However, higher income also usually implies significant tax obligations.
By Jeffrey Bangerter on May 18, 2023Advanced estate planning is the process of developing a comprehensive plan to manage and protect an individual’s assets during their lifetime and ensure that their assets are distributed according to their wishes after their death. The goal of advance estate planning is to minimize taxes, protect assets, and ensure that the individual’s wishes are carried out in the most efficient and effective manner possible.
By Jeffrey Bangerter on Apr 26, 2023
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There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal. Past performance is not a guarantee of future results. Potential cash flow, returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.
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