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RESEARCH & INSIGHTS
From market and legislation updates to information pertaining to the investment vehicles we utilize, we have curated these articles just for you.
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1033 Exchanges: From Hurricane Losses to Tax-Advantaged Real Estate Exits
With the right real estate toolset, destroyed investment real estate can transition into a passive, tax-deferred retirement.
Johannes Ernharth
Nov 19, 20245 min read
The RCX Advantage in Tax-Advantaged Real Estate
Summary When it comes to real estate investing, RCX thoroughly examines the strategies, managers, and investments available in the...
R. Levi Smith III
May 6, 20243 min read
About 721 Exchanges
Summary UPREIT transactions (via a 721 exchange) most often happen in two structures: An investor contributes their asset to a REIT in...
R. Levi Smith III
May 3, 20242 min read
DST Market Update (2024Q1)
Summary A Delaware Statutory Trust (“DST”) is a business trust that can be used for real estate ownership where a trustee holds title to...
R. Levi Smith III
May 3, 20242 min read
Qualified Opportunity Zone Funds
Summary Defined under the 2017 Tax Cuts and Jobs Act, qualified opportunity zones (QOZs) are census tracts (permanent statistical...
R. Levi Smith III
Jan 24, 20243 min read
About Delaware Statutory Trusts
Introduction A Delaware Statutory Trust (“DST”) is a business trust that can be used for real estate ownership where a trustee holds...
R. Levi Smith III
Jan 24, 20242 min read
About 1031 Exchanges
Summary A 1031 exchange, also known as a like-kind exchange, is a tax provision in the United States that allows individuals and...
R. Levi Smith III
Jan 24, 20242 min read
US Market Update - Falling Rates, Rising Spirits
Summary The Fall Nareit conference, REITWorld, gathered investors, analysts, management teams, bankers and other professionals associated...
R. Levi Smith III
Jan 24, 20244 min read
Seven Takeaways from Prequin's Guide to the U.S. Real Estate Investment Universe in 2023
How did the past few years of major disruptions affect investor activity in the U.S. real estate market? A recent report from...
R. Levi Smith III
Jan 24, 20243 min read
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