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Montana isn’t just a lifestyle destination — it’s becoming an emerging investment market.

Amid a changing market, planners are turning to private real estate debt for stability, yield, and strategic alignment.

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...

Summary The Fall Nareit conference, REITWorld, gathered investors, analysts, management teams, bankers and other professionals associated...