Common §1031 Mistakes and Misconceptions June 4, 2023 Learning from History and Experience. Over my 40-year career as a real estate broker and an investment advisor I have seen countless 1031 exchanges….
Evaluating the DST Sponsor May 1, 2023 We have written many articles on the types of Delaware Statutory Trust (DST), the due diligence process we engage as well as advising on…
What are the Basics for Calculating Your Basis April 20, 2023 When an investor sells an investment property there is the ability to defer paying capital gains taxes (taxed at 0%, 15%, or 20%) as…
Expanded DST Equity Providing Investors with Additional Options. March 23, 2023 The amount of Delaware Statutory Trust (DST) equity offerings that was in the pipeline in the later part of 2022 was intended to provide…
History Lesson on the 1031 Tax Deferred Exchange March 7, 2023 The Revenue Act of 1918 and 1921 Let’s travel back a century in tax law to see how the Section 1031 exchange began and…
Another Record Year in DST Equity Raise! $9.2 Billion February 27, 2023 January 2023- MONTHLY LANDSCAPE COMMENTARY The amount of Delaware Statutory Trust (DST) equity raised in 2022 did exceed the previous record set in 2021…
The Right Investor for a DST investment February 22, 2023 This is a hypothetical story about Jack & Diane. Two American investors (from Georgia) doing the best they can. Sound familiar? Life goes on….
Tax Time- Reporting 1031 Exchanges February 19, 2023 Congratulations! You have successfully followed all the rules and completed your exchange on time. You utilized the services of a Qualified Intermediary (QI) so…
Be aware of potential impact of “Boot” in a 1031 Exchange February 17, 2023 Article posted on DST.Investments Click Below https://dst.investments/be-aware-of-potential-impact-of-boot-in-a-1031-exchange/
Estate Planners may consider Delaware Statutory Trusts (DSTs) February 16, 2023 Estate Planners expand client options with DSTs. Certified Exit Planner Advisors (CEPAs) often face many issues with business owners anticipating selling their business as…
