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…
Section 1031 Understanding Drop & Swap July 6, 2024 Each month we receive calls from investors who wonder how the same taxpayer rules apply to §1031 tax deferred exchanges involving multiple owners. There…
Taking Ownership — Tenants in Common vs Joint Tenancy- Do You Flip a Coin? July 28, 2023 There are many ways of taking ownership to real estate. Investors call us when they are selling a property and some question why they…