White Papers

Some Advisors and Sponsors of DST Offerings have provided various White Papers for Accredited Investor educational purposes only. All White Papers are neither an offer to sell nor a solicitation of an offer to buy securities. An offering may only be made only by means of a Confidential Private Placement Memorandum (the “Memorandum”). See Terms of Use for more information.

Understanding
Tax-Deferred Exchanges

Seven page overview to better understand DSTs, 1031 and 1033 Exchanges.

Reasons for Real Estate Agents to Consider DSTs

Real estate professionals regularly work with clients to execute 1031 like-kind exchanges. These are 10 reasons for real estate professional to consider DSTs.

Overview of DSTs

The Internal Revenue Code offers an important tax planning strategy. Through a transaction called a 1031 Tax Deferred Exchange, you can defer the capital gains taxes that arise from the sale of real estate.

IRS Publishes COVID Relief

View IRS notice that describes COVID relief for qualified opportunity funds (QOFs) and their investors.

Vacation Homes and 1031s

Can a second home or vacation form qualify for a 1031 tax-deferred exchange? The good new is …

1031 Road-map

Highly detailed 1031 process, laid out in descriptive road map of each step.

Leave the Cash, take the Cannoli!

Short article on the importance of always using a Qualified Intermediary (“QI”)

Energy vs Real Estate 1031s

Article intended for Accredited Investors, to better understand the contrasting features of §1031 product offerings in conventional real estate and in oil and gas assets.

Why DSTs Should be Considered for Cash Investors

Adding real estate to a portfolio can provide the potential for capital appreciation and current income that is non-correlated with other assets . 


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