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…
May 2025 Landscape Review ~ DST Equity Raise ~ What is Behind the Numbers? June 22, 2025 The first five months are in the performance review mode. The $600 million per month pace has continued through the month of May. The…
Investors Doing their §1031/DST Research Overview ~ Part Six What are the Diversification Options May 29, 2025 Using a Delaware Statutory Trust (DST) in a 1031 exchange can offer investors several diversification strategies, both geographic and across asset classes. We continue…
Investors Doing their §1031/DST Research Overview ~ Part Five Questions for Your CPA May 25, 2025 We continue the Investor Driven Series researching a 1031 exchange with the utilization of a Delaware Statutory Trust (DST) as the replacement property. Part…
Investors Doing Their §1031/DST Research Overview ~ Part Four Investor Expectations May 19, 2025 When investors participate in a 1031 exchange and select a Delaware Statutory Trust (DST) as the replacement property, there may be a wide range…
Investors Doing their §1031/DST Research Overview ~ Part Two- Core Structure May 12, 2025 We continue with Part Two of an investor driven series of educational articles Investors want to understand the structure of Delaware Statutory Trusts (DST). …
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…
Investors May be Overpaying for Replacement Property in §1031 Exchanges April 2, 2025 There are opinions among industry experts that investors utilizing a §1031 exchange may be overpaying for the replacement property. These estimates range between 10%…
