Expanded DST Equity Providing Investors with Additional Options. March 23, 2023 The amount of Delaware Statutory Trust (DST) equity offerings that was in the pipeline in the later part of 2022 was intended to provide…
History Lesson on the 1031 Tax Deferred Exchange March 7, 2023 The Revenue Act of 1918 and 1921 Let’s travel back a century in tax law to see how the Section 1031 exchange began and…
The Right Investor for a DST investment February 22, 2023 This is a hypothetical story about Jack & Diane. Two American investors (from Georgia) doing the best they can. Sound familiar? Life goes on….
Tax Time- Reporting 1031 Exchanges February 19, 2023 Congratulations! You have successfully followed all the rules and completed your exchange on time. You utilized the services of a Qualified Intermediary (QI) so…
Estate Planners may consider Delaware Statutory Trusts (DSTs) February 16, 2023 Estate Planners expand client options with DSTs. Certified Exit Planner Advisors (CEPAs) often face many issues with business owners anticipating selling their business as…
Perspective and Prescription on the Holding Period for 1031 Exchange February 9, 2023 We provide informational workshops for a variety of professionals including real estate brokers and agents. Real estate agents who do not deal with 1031…
How does my property qualify for a 1031 Exchange January 23, 2023 The conversation regarding a 1031 exchange covers many topics of discussion among real estate investors, financial advisors, and CPAs. There may be a basic…
Avoiding Rookie Mistakes in a 1031 Tax Deferred Exchange December 8, 2022 By Al DiNicola, AIF®December 8, 2022DST 1031 SpecialistNAMCOA® – Naples Asset Management Company®, LLCSecurities offered through MSC-BD, LLC What could Possibly Go Wrong with…
DST Offerings Enable Investors to Plan Year End Strategies August 15, 2022 August 2022 DST Monthly Landscape Commentary By Al DiNicola, AIF®August 15, 2022DST 1031 SpecialistNAMCOA® – Naples Asset Management Company®, LLCSecurities offered through MSC-BD, LLC…
Are there advantages of a Partial 1031 Exchange? April 1, 2022 Al DiNicola AIF® NAMCOA RIA Over the years my real estate broker friends have been involved with partial 1031 exchanges. Unfortunately, this was not…