DST.EDU Series A- Part 8: Limitations on a DST- “Seven Deadly Sins” February 10, 2024 When the IRS cleared the way to utilize DST as an acceptable replacement property for a §1031 exchange there were stipulations regarding the structure…
DST.EDU Series A- Part 6: Allowances for Broker Dealers February 1, 2024 In this part we continue to review expenses that are included in the Delaware Statutory Trusts (DSTs). As with many real estate properties and…
DST.EDU Series A- Part 5: DST Fees January 27, 2024 The expenses associated with a Delaware Statutory Trust (DST) investment or purchase may be viewed as expensive. This may be due to how the…
IRC Section 721 Exchange Two Roads to Travel November 10, 2023 There are a few alternatives investors use to defer the payment of capital Gains. IRC §721 may be one of the alternatives to research…
§1031 Exchange & Cash Out Refinance — Before or After October 24, 2023 Investors at times will wonder how to take advantage of all the equity (cash) they have accumulated inside their real estate portfolio. You may…
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…
Expanded DST Equity Providing Investors with Additional Options. March 23, 2023 February 2023-The amount of Delaware Statutory Trust (DST) equity offerings that was in the pipeline in the later part of 2022 was intended to…
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…
