THE ADVANTAGES OF PRIVATE REAL ESTATE April 24, 2025 Private real estate has historically delivered attractive risk-adjusted returns. Many times, outperforming public equities and bonds over long time horizons. Investors may wonder why…
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…
Challenges in Balancing the Equity and Debt in a §1031 Exchange ~ Part 1 Center Stage April 16, 2025 On a weekly basis, we receive calls from investors who are either contemplating doing Section 1031 exchange or in the middle of doing a…
Understanding Cap Rates and their role in §1031s & DSTs~ Part 2 March 27, 2025 In Part 1, we did an overview of understanding cap rates in their roles in 1031 exchanges as well as Delaware statutory trusts. In…
Understanding Ground Lease Interests and Their Role in §1031 Exchanges March 14, 2025 In the world of real estate investment, leveraging the benefits of a §1031 exchange can provide investors with a powerful tool to defer taxes…
Alternative Investments and CRE 2025 Ground Hog Day February 7, 2025 The traditional holiday known as Ground Hog Day (celebrated Feb 2 annually) is more of a folk lore event rather than an actual weather…
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…
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…
