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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

Retirement Options for a Real Estate Investor

As an investor, you have likely heard that investing in real estate can be a great way to build long-term wealth potential. However, as you prepare for retirement, it is important to understand the various types of retirement options that may be available to you as a real estate investor, and how to structure your investments to help manage taxes. In this blog post, we will explore various retirement strategies available and tax strategies that can help you manage your tax liability.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Estate Planning Tax Planning Annuities Asset Preservation Retirement Planning 401k Tax Management Qualified Opportunity Zones Opportunity Zones Alternative Investments Oil & Gas By on Apr 07, 2023

1031 Exchange Options

A 1031 exchange is a tax-deferred exchange of one investment property for another. In a 1031 exchange, the investor can defer paying taxes on the gains from the sale of the property by using the proceeds to purchase a similar property within a certain timeframe. This tax-deferred exchange is governed by section 1031 of the Internal Revenue Code (IRC).

DST 1031 Exchange Tax Planning Opportunity Zones QOZ By on Apr 03, 2023

What is Securitized Real Estate?

Securitized real estate refers to the process of pooling real estate assets and packaging them into securities. These securities can then be bought and sold by suitable investors, allowing them to invest in real estate without directly owning the physical property.

Financial Planning DST 1031 Exchange Alternative Investments By on Mar 29, 2023

It’s Tax Time. Here are the Forms to Keep an Eye On for 1031 Exchanges

That favorite time of year has come around once again. Time to file your tax returns! And to help ensure you are prepared to complete and file your returns, we wanted to remind you of a few forms to be looking for if you are one of our clients who used a 1031 exchange to sell investment property last year.

1031 Exchange Tax Planning Tax Tips Tax Management By on Mar 28, 2023

Is There a Required Holding Period for 1031 Exchange Replacement Properties?

Many real estate investors use 1031 exchanges to defer their capital gains taxes and depreciation recapture by replacing a relinquished property with a qualified like-kind replacement property. However, there are a number of very specific rules and timelines that must be followed before you can receive favorable tax treatment through a 1031 exchange.

1031 Exchange By on Mar 02, 2023

Why Doesn't My Real Estate Agent Know About 1031 Exchanges and DSTs

When it comes to buying and selling investment properties, a great real estate agent can make all the difference. However, if you’ve brought up the idea of replacing your property with a Delaware Statutory Trust (DST), you may have found that your agent has never heard of it. The truth is, this is not uncommon. While billions of dollars flow in and out of DSTs each year, it is an extremely niche industry. We often find that knowledgeable professionals like real estate agents, attorneys, and CPAs...

DST 1031 Exchange Alternative Investments By on Sep 07, 2022

How to Defer Capital Gains with a 1031 Exchange

If you own a rental property and you’re looking to sell it, now might be a good time. However, without a bit of planning, the capital gains taxes you’ll owe will take a big chunk out of your sales proceeds. The good news is, IRS tax code 1031 allows you to defer your capital gains and depreciation recapture taxes by selling your investment property and acquiring a similar property. This is known as a 1031 exchange, or a “like-kind” exchange. Not interested in acquiring the same type of property ...

1031 Exchange By on Aug 24, 2022

Important Risks to Consider When Using a DST

While there are many potential advantages of investing in a Delaware Statutory Trust (DST), no investment is completely risk-free. Whether you’re considering a DST for portfolio diversification or you’re looking for a passive replacement property for your 1031 exchange, it’s important to fully understand what you’re getting into. Here’s a look at some of the potential challenges you’ll need to consider before purchasing a DST.

DST 1031 Exchange By on Aug 10, 2022

How to use a DST for your 1031 Exchange

Selecting an appropriate replacement property is one of the most important, and sometimes one of the most difficult, parts of successfully completing a 1031 exchange. Many investors who no longer want to deal with the hassle of direct property management choose to purchase a Delaware Statutory Trust (DST) as their replacement property. This is known as a DST 1031 exchange. The following guide will provide further information on the basics of how a DST 1031 exchange works and how it differs from ...

DST 1031 Exchange By on Jun 15, 2022