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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

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

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

Popular Types of 1031 DST Properties

If you’re looking for a passive real estate investment, if suitable, you may want to consider a Delaware Statutory Trust (DST). These investment vehicles create opportunities for the right investor. A DST allows accredited investors to purchase a “beneficial interest” in real estate properties that are owned by the trust. Since many of the properties held within a DST typically may fall in the range of $25 million to $125 million, they provide exposure to professionally managed, institutional-qu...

DST 1031 Exchange Alternative Investments By on May 18, 2022

Different Approaches to Oil & Gas Investing

Our previous post discussed the potential advantages of Oil & Gas investing to help address today’s investment challenges. We focused that discussion on the most common private investment strategies, which included: Drilling Partnerships Direct Investments in Working Interests Direct Investments in Royalties

Financial Planning Financial Advisor Diversification Alternative Investments Oil & Gas By on Jan 27, 2022

Oil & Gas Investing Advantages for Today’s Challenges

The Oil & Gas industry may have a “boom and bust” reputation among many, where fortunes have been won and lost over decades due to an array of factors often out of the investor’s control. Yet, the industry remains a compelling option for many investors, as it has the potential to provide certain advantages that other investments may not.

Financial Planning Financial Advisor Diversification Alternative Investments Oil & Gas By on Jan 10, 2022

Investing in Oil & Gas with a 1031 Exchange

Many real estate investors are familiar with the 1031 exchange and how it can be used to defer capital gains taxes on the sale of investment property when reinvesting in “like-kind” replacement property. The like-kind definition under IRC Section 1031 is relatively broad, stating that properties must be held for business or investment purposes but do not need to be of the same grade or quality. For example, an apartment complex can be exchanged for farmland or an office building for a self-stora...

Financial Planning Financial Advisor DST Diversification 1031 Exchange Alternative Investments Oil & Gas By on Nov 30, 2021

How to Invest in Alternative Investments

Alternative investments1 have been a recognized asset class for a long time, but recent volatility in the global stock markets has increased the attention on alternatives as a way to diversify portfolios and to potentially increase returns during periods of stress for more traditional investments including equities, fixed-income and cash.

Financial Planning Financial Advisor DST Diversification 1031 Exchange Tax Management Alternative Investments By on Oct 14, 2021