Understanding §1031 Exchanges: “Swap and Drop” vs. “Drop and Swap” March 20, 2025 Some real estate advisors are anticipating the overall market to improve, creating a pipeline of real estate transactions in the second half of 2025. …
Alternative Investments/CRE 2025 Outlook Part 2 February 13, 2025 We looked at Alternative Investments/ Commercial Real Estate 2025 Outlook Part 1 in our last post. We will review self-storage, student housing, multifamily, and…
November 2024 DST Landscape Review – Industrial Revolution Continues November 30, 2024 Equity absorption from the end of September through November 15 increased by nearly $1 Billion. The interest in the Industrial Asset class continues to…
Post Hurricane Updates – Investment Cleanup Part 3- §1033 Exchanges October 25, 2024 Internal Revenue Code Section 1033 governs the tax consequences when a property is compulsorily or involuntarily converted in whole or in part into cash…
Post Hurricane Updates – Investment Cleanup Part 2- §1031 Exchanges October 20, 2024 The stress on individuals dealing with primary residences was touched on in part 1. Investors in the middle of a 1031 tax deferred exchanges…
September 2024 DST Landscape Review – Industrial Revolution October 10, 2024 Equity absorption ticked up during the month of September and the industrial asset class may be surging. There were five (5) Delaware Statutory Trust…
Investors Prepare for End of the Year Potential Portfolio Balancing October 1, 2024 Each year as investors move into the fourth quarter there’s always anticipation and apprehension about making moves to portfolios that investors have dealt with…
August 2024 DST Landscape Review – Steady Investment September 15, 2024 Through the end of August there are continued signs of equity absorption. There were eight (8) DST programs fully subscribed or closed. September 15,…
Preparing your CPA for the DST Investment September 10, 2024 We congratulate all the CPAs we meet in continuing education settings and meetings. We are encouraged to see CPAs engaging with new information to…
How to Report a §1031 Exchange on Your Tax Return? September 4, 2024 Investors who have or will complete a §1031 exchange this year may already have an eye on preparing for reporting the exchange. Hopefully tax…