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Understanding variables that shape DST quality, structure, and investor outcomes. Delaware Statutory Trusts have become a preferred vehicle for investors seeking passive real estate ownership through 1031 exchanges. Yet no two DSTs are truly alike. Property type, business plan, leverage, and sponsor discipline can vary widely, influencing both performance potential and risk profile. Investors are often presented with only a narrow selection, with limited visibility into the f

For Gen X, parent's investment real estate can become a family problem long before it becomes an inheritance. What can you do instead?

Advisors who think “alternatives” are niche may soon find themselves on the outside looking in. The Trend Beneath the Headlines According to AltsWire , alternative-investment fundraising surpassed $148 billion year-to date, driven by steady inflows to private real estate, private credit, and infrastructure strategies. Even as public markets remain volatile, institutional and accredited investors continue to reallocate toward income-oriented, inflation-resistant assets that of

The Work Opportunity Tax Credit (WOTC) is a valuable but often overlooked tax incentive for real estate firms.

Today’s real estate market is fast-moving, complex, and data-driven. For CFOs, the pressure to modernize financial operations has never been higher. Legacy systems that once served well are now slowing firms down — creating inefficiencies, delaying decisions, and limiting growth potential. Take John, CFO of a growing property management company. His team spends hours on manual data entry, reconciling spreadsheets, and chasing down mismatched reports. Without real-time insight

The Delaware Statutory Trust (DST) market has eclipsed the entire DST total for 2024. Advisors need to know why addressing this niche can be very important for the clients, their reputations, and potential business growth.

If you’ve completed a commercial building project in recent years, you may be sitting on an overlooked tax opportunity.

The recently passed One Big Beautiful Bill Act (OBBBA) makes permanent many provisions from the 2017 Tax Cuts and Jobs Act — delivering big wins for agriculture

The Opportunity Zone (OZ) program is poised for big changes under the proposed “Opportunity Zone 2.0” framework.

Property taxes are one of the largest ongoing expenses for real estate owners. But in many cases, tax assessments don’t reflect today’s market realities — and that can mean you’re paying more than you should.

Despite a summer dip, the DST market is demonstrating the deep client need for passive 1031 solutions.

Opportunity Zones (OZs) are no longer operating on borrowed time. Once a temporary provision, OZ incentives have been rejuvenated and locked into the tax code, offering long-range planning potential for investors and advisors alike.