OBBB Act Interest in Alts Part 3 ~ QBI & REITs July 24, 2025 The 20% Qualified Business Income (QBI) deduction is also known as Section 199A deduction. The REIT dividend tax treatment is a provision in the…
OBBB Act Prompts Big Beautiful Interest in Alternatives July 20, 2025 Ever since the One Big Beautiful Bill Act (OBBB) was signed into law on July 4, 2025, there has been a surge in questions…
Alternative Real Estate Options- Skimming the Surface June 14, 2025 Recently we posted an article suggesting a discussion with financial advisors regarding alternative real estate and inclusion in financial plans. This follow-up is a…
Why Your Financial Advisor Should Suggest Alternative Real Estate for Your Portfolio June 7, 2025 Investors seeking alternative investments (vs. stocks and bonds) may enter the arena via §1031 exchange into a DST. Yes, for years we have handled…
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…
2025 Strategies for Consideration January 9, 2025 Kicking off investment ideas for 2025 may involve traditional and non-traditional strategies. What is on your list of potential investment moves for 2025? January…
Opportunity Zones may be a Swiss Army Knife for Investors. November 20, 2024 There are a few situations where the Opportunity Zones may be considered a Swiss army known for solving investor problems. Some real estate investors…
2025 Opportunity Zones Legislation Report November 12, 2024 With a new administration due to take over in a few months there may be several (potential bipartisan) changes in the opportunity zone. The…
When to use an Opportunity Zone vs Delaware Statutory Trust August 24, 2024 There are subtle differences between opportunity zones and Delaware statutory trust. Both of these investment strategies are vehicles with tax benefits. However, there are…