Chapter 9- The Commercial Broker’s New Value Proposition ~ The Strategic 1031 Exchange-Executive Reference Guide August 28, 2026 Great brokers protect investor wealth—not just transactions By Al DiNicola, AIF® August 28, 2026 Private Markets / 1031 Exchange / DST CommentaryDST 1031 SpecialistFiduciary…
Chapter 8- Qualified Opportunity Zones Within Comprehensive Planning ~ The Strategic 1031 Exchange-Executive Reference Guide August 25, 2026 A complementary capital-gain strategy—not Section §1031 replacement property By Al DiNicola, AIF® Private Markets / 1031 Exchange / DST CommentaryDST 1031 SpecialistFiduciary Capital Management,…
Blended Portfolios: DSTs, REITs, and Private Real Estate June 29, 2026 Real estate has long been a cornerstone of wealth creation and preservation. However, as investment options have expanded, sophisticated investors are increasingly looking beyond…
Why Financial Advisors Use DSTs for Concentrated Real Estate Risk April 13, 2026 High-net-worth clients often build wealth through real estate, and this occurs over time. Any success can create a hidden challenge: concentration risk. A large…
How Delaware Statutory Trusts Qualify for 1031 Exchanges January 12, 2026 We continue our commitment to investor education. This post will focus on one of the primary reasons investors choose Delaware Statutory Trusts. Based on…
“Sharpening Your Portfolio IQ: The New Semester of Alternative Investment Strategies” ~ Part 1 September 6, 2025 Over the years we have received requests from investors (potentially Freshman investors as referenced in the previous post). Every day new investors are seeking…
DST Equity Raise $1.2B Higher Year Over Year ~ July 2025 Landscape Review August 8, 2025 Equity raise is strong and consistent. 2025 continues on a very smooth pace and producing results 40% higher than 2024. August 8, 2025 By…
OBBB Act Prompts Big Beautiful Interest in Alternatives July 20, 2025 Ever since the One Big Beautiful Bill Act (OBBB) was signed into law on July 4, 2025, there has been a surge in questions…
Why Your Financial Advisor Should Suggest Alternative Real Estate for Your Portfolio June 7, 2025 Investors seeking alternative investments (vs. stocks and bonds) may enter the arena via §1031 exchange into a DST. Yes, for years we have handled…
Challenges in Balancing the Equity and Debt in a §1031 Exchange ~ Part 2 Back Stage April 21, 2025 Balancing larger exchanges requires an in-depth analysis of the investor’s goals and the §1031 requirements for equity and debt replacement. Not all exchanges (utilizing…