Tax Advantaged Real Estate

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?

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.

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.

Few investors would choose a 1033 Exchange willingly. But for those ready to shed debt and operational burdens, it may be an opportunity.

Turning Lost Real Estate into a Low-Stress Retirement By Johannes Ernharth The widespread destruction caused by the California wildfires is another in a long list of natural disasters that have derailed the plans of many business and investment real estate owners. This can be especially challenging for those nearing retirement or lifestyle-driven exits, now finding themselves facing significant uncertainty about their future. Many affected owners will receive insurance and ot

With the right real estate toolset, destroyed investment real estate can transition into a passive, tax-deferred retirement.

Summary When it comes to real estate investing, RCX thoroughly examines the strategies, managers, and investments available in the...

Summary UPREIT transactions (via a 721 exchange) most often happen in two structures: An investor contributes their asset to a REIT in...

Summary A Delaware Statutory Trust (“DST”) is a business trust that can be used for real estate ownership where a trustee holds title to...

Summary Defined under the 2017 Tax Cuts and Jobs Act, qualified opportunity zones (QOZs) are census tracts (permanent statistical...

Introduction A Delaware Statutory Trust (“DST”) is a business trust that can be used for real estate ownership where a trustee holds...

Summary A 1031 exchange, also known as a like-kind exchange, is a tax provision in the United States that allows individuals and...