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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

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 Jeffrey Bangerter on Sep 07, 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 Jeffrey Bangerter on Aug 10, 2022

What is a DST?

If you’ve been exploring commercial real estate opportunities or looking for a passive real estate investment, you’ve likely come across the term “DST.” This acronym stands for Delaware Statutory Trust, which is a legal entity created under Delaware state law. While a DST can be used for diversification in a wide range of portfolios, its structure of makes it popular among investors seeking a replacement property for their 1031 like-kind exchange. Although DSTs are not incredibly complex, it’s i...

DST By Jeffrey Bangerter on Jun 29, 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 Jeffrey Bangerter on Jun 15, 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?

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

Important Risks to Consider When Using a DST

What is a DST?

How to use a DST for your 1031 Exchange

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