Common CPA Concerns About DSTs—and How to Address Them April 7, 2026 We continue our short series on how valuable we feel a CPA may be for investors seeking advice on their real estate held for…
Using Multiple DSTs to Diversify 1031 Exchange Proceeds February 26, 2026 Understanding Availability and Timing of DSTs as Replacement Property Investors are surprised and intrigued at how selling one investment property may enable the investor…
Common 1031 Exchange Mistakes (That Cost Investors the Most) February 20, 2026 In the middle of a discussion with an investor, we often hear the comment “I wish I would have known (fill in the blank)…
1031 Exchange Timing Rules (The Two Non-Negotiable Deadlines) February 13, 2026 As advisors we interface with investors who may be selling their real estate for the first time and the questions regarding deferral of tax…
How 1031 Exchanges Work with DSTs: Smooth Exchange Execution February 1, 2026 January is over and as an investor you may be looking at the investment goals you made for 2026. One of those goals may…
Depreciation Recapture Still an Issue When You Break Even ~ Part 1 December 14, 2025 We needed to advise a potential client that they may need to pay a 25% recapture of the depreciation taken on their investment property…
The Past, Present, and Future of the Delaware Statutory Trust ~ A Christmas Carol of Real Estate December 12, 2025 In many parts of the country there is the dim glow of a winter evening, (except here is Naples, Florida). With snow swirling outside…
Is there an End of the Year Rush to Close on a DST? November 22, 2025 If you were interested in beating the end of the year rush in closing on a Section 1031 using a Delaware statutory Trust (DST)…
Section 1031 End of the Year Deadline Approaches November 20, 2025 As we move through November every year there are a variety of questions that come from investors involved in a §1031 exchange. Many are…
How to Review a Private Placement Memorandum (PPM) for a Delaware Statutory Trust (DST) Offering ‑Part 3 October 12, 2025 This is Part 3 of the series on the review of the PPM. There are many experts who feel the Use of Proceeds is…
