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 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 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, 2023A 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, 2023Securitized 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, 2023Accredited 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, 2023A 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, 2023A 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, 2023When 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 Jeffrey Bangerter on Sep 07, 2022While 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 Jeffrey Bangerter on Aug 10, 2022
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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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