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What QIs Should Know About the 721 Exchange

The 721 Exchange, or UPREIT (Umbrella Partnership Real Estate Investment Trust), offers certain investors a tax-deferral alternative to the traditional 1031 Exchange. This strategy may appeal to clients—especially older investors—seeking to defer taxes, gain liquidity, and diversify through Real Estate Investment Trusts (REITs). As Qualified Intermediaries (QIs), understanding the core mechanics and suitability of the 721 Exchange is crucial to offering clients informed guidance.

By on Nov 25, 2024

DST as a Backup Replacement Property Option

Why It’s More Important Than Ever for 1031 Exchangers

By on Oct 09, 2024

How to Help Your 1031 Exchange Clients Diversify Their Portfolios

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 on Oct 02, 2024

The Future of 1031 Exchanges: A Legislative Update

The 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 on Sep 04, 2024

5 Advanced 1031 Exchange Strategies Your Clients May Not Know About

Introduction 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 on Aug 28, 2024

1031 Exchange Property Options (DSTs, Oil & Gas)

Introduction 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 on Aug 14, 2024

Your Guide to DST Proficiency

Introduction 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 on Aug 07, 2024

DST Property Sectors Positioned to Perform

Introduction 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 on Jun 05, 2024

Introducing Clients to DSTs Can Help Grow Your Practice

Introduction 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 on May 30, 2024

5 Types of Alternative Investments

As 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 on Oct 04, 2023