Related Party Rules in a § 1031 Exchange October 10, 2023 Over the years there may have been situations where an investor has pushed the limits attempting to execute a §1031 tax deferred exchange. Whenever…
September 2023 Landscape Review October 5, 2023 DST Equity may reach over $5.5 Billion. There has been over $1 Billion in equity secured, which represents over twice the previous month’s acquisition. …
Is A Delaware Statutory Trust 1031 Exchange Right for You? September 10, 2023 Investors who sell their real estate utilizing a 1031 tax deferred exchange may also defer capital gains into the next real estate investment. Identifying…
Depreciation Recapture ~ Understanding the Tax Impact on Investment Property August 10, 2023 There is a long list of benefits of owning investment real estate. If and when you sell your investment property, you may be unaware…
July 2023 Landscape Review August 5, 2023 DST Equity may reach over $5 Billion. Industry experts will gather in August to review the state of the Delaware Statutory Trust (DST) and…
Taking Ownership – Tenants in Common vs Joint Tenancy- Do You Flip a Coin? July 28, 2023 There are many ways of taking ownership to real estate. Investors call us when they are selling a property and some question why they…
§ 721 UPREIT Mission Possible via DST July 14, 2023 The term Real Estate Investment Trust (REIT) has been around for a long time. You may trace the roots back to President Eisenhower when…
“Pro et Contra” Partial 1031 Exchange July 7, 2023 “Pro et Contra” From Latin “Pro et Contra” typically translates to “Pros” and “Cons”. Basically meaning arguments for, or against a particular issue. When…
1031 Cash Investors May Benefit when Investing in Leveraged DST June 13, 2023 Investors who are entering into a 1031 tax deferred exchange may wonder, what are the benefits of taking on additional debt, meaning adding leverage…
Understanding §1031 Tax Deferred Exchange Identification Rules June 9, 2023 Occasionally we receive a frantic call from an investor who is in the middle (sometimes at the end) of their 45-day identification period. Understanding…