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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 Jeffrey Bangerter 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 Jeffrey Bangerter 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 Jeffrey Bangerter on Mar 29, 2023

What Happens When You Sell a DST?

Accredited investors who own a Delaware Statutory Trust (DST) are generally familiar with the rules governing a DST investment. But one area of confusion we often hear about relates to the ability for an investor to sell their fractional interest, and what that process entails.

DST By Jeffrey Bangerter on Feb 16, 2023

Is a DST Considered a Single Property or a Portfolio of Properties?

A DST’s sponsor is responsible for finding and acquiring properties, then packaging them for investment. While the trust itself retains ownership of the underlying property, investors participate by purchasing fractional ownership interests in the trust.

DST By Jeffrey Bangerter on Jan 19, 2023

How Do You Pay Taxes on a DST?

A Delaware Statutory Trust (DST) has the potential to offer benefits to accredited investors. Purchasing a DST gives an investor the opportunity to add commercial real estate exposure to their portfolio without the hassles that come with direct property management. DSTs have the potential to generate monthly income, plus a capital gain when the underlying property(ies) are sold at the end of the holding period.

DST Tax Planning Tax Tips Tax Management By Jeffrey Bangerter on Jan 12, 2023

Evaluating a DST Sponsor Part 6: What to look for when assessing the management team

In this last part of our series on evaluating a DST sponsor, we focus on the sponsor's management team and several attributes you should look for when conducting your due diligence. Here are five characteristics you will want to explore.

DST By Jeffrey Bangerter on Dec 14, 2022

Evaluating a DST Sponsor Part 5: Assessing a sponsor's approach to DST fee structures

Many 1031 exchangers evaluating Delaware Statutory Trusts for their replacement property are often surprised to discover that offerings frequently have different fee structures. And while you may want to stay away from a sponsor who consistently promotes its offering as having the lowest fees, you do want to determine that the fees associated with the DST you ultimately select are fair and competitive.

DST By Jeffrey Bangerter on Nov 16, 2022

Evaluating a DST Sponsor Part 4: Does your sponsor help mitigate tenant concentration risk?

Experienced and vertically integrated DST sponsors are generally as skilled at managing investment properties as they are at identifying, underwriting, and acquiring real estate. And a priority of property managers responsible for operating multi-tenant assets is to secure favorable leases with a diversified group of quality tenants. In doing so, the sponsor can help manage the risk of losing tenants and incurring the expense of re-leasing a property.

DST By Jeffrey Bangerter on Nov 02, 2022

Evaluating a DST Sponsor Part 3: Know how a sponsor selects property types

As you evaluate DST offerings for your 1031 exchange replacement property and assess the sponsors of the DSTs you are interested in, you will want to explore each sponsor's perspective on the types of property it acquires. As important as a sponsor's track record and financial strength discussed in our earlier posts, the asset classes a sponsor chooses to own are critical in determining how a DST may perform.

DST By Jeffrey Bangerter on Oct 19, 2022

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Retirement Options for a Real Estate Investor

1031 Exchange Options

What is Securitized Real Estate?

What Happens When You Sell a DST?

Is a DST Considered a Single Property or a Portfolio of Properties?

How Do You Pay Taxes on a DST?

Evaluating a DST Sponsor Part 6: What to look for when assessing the management team

Evaluating a DST Sponsor Part 5: Assessing a sponsor's approach to DST fee structures

Evaluating a DST Sponsor Part 4: Does your sponsor help mitigate tenant concentration risk?

Evaluating a DST Sponsor Part 3: Know how a sponsor selects property types

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