“Sharpening Your Portfolio IQ: The New Semester of Alternative Investment Strategies” Part 3 ~ Returns, Minimums & Estate Planning September 20, 2025 We continue with our educational series on most searched topics by investors regarding DST & 1031 exchange. In Part One we briefly reviewed the…
“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…
OBBB Act Interest in Alts Part 5 ~ Stealth on SALT August 12, 2025 We continue our series on the OBBB and interest in Alts and dive into the SALT implications. There may be a “Stealth” effect on…
OBBB Act Interest in Alts Part 3 ~ QBI & REITs July 24, 2025 The 20% Qualified Business Income (QBI) deduction is also known as Section 199A deduction. The REIT dividend tax treatment is a provision in the…
OBBB Act Interest in ALTS ~ Part Two July 22, 2025 In the initial post “OBBB Act Prompts Big Beautiful Interest in Alternatives” OBBB Act Part One we summarized some of the questions and interest…
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…
June 2025 Landscape Review ~ DSTs Power Ahead: Equity Raise 50% Higher Year Over Year. July 11, 2025 Capital Inflows Stay Strong, Consistent, Steady, and almost Predictable. Six months have passed, and the Equity that has been raised powers ahead moving through…
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…
