Investors Doing Their §1031/DST Research Overview ~ Part Four Investor Expectations May 19, 2025 When investors participate in a 1031 exchange and select a Delaware Statutory Trust (DST) as the replacement property, there may be a wide range…
Investors Doing their §1031/DST Research Overview ~ Part Three Sponsor Responsibility May 15, 2025 We continue with Part Three of an investor driven series of educational articles with a focus on the DST sponsor. Investors want to understand…
Investors Doing their §1031/DST Research Overview ~ Part Two- Core Structure May 12, 2025 We continue with Part Two of an investor driven series of educational articles Investors want to understand the structure of Delaware Statutory Trusts (DST). …
Investors Doing their §1031/DST Research Overview ~ Part 1 May 6, 2025 The best educational information we can provide is a response to real-time investor questions. Investors who afford themselves with ample time to do research…
Challenges in Balancing the Equity and Debt in a §1031 Exchange ~ Part 2 Back Stage April 21, 2025 Balancing larger exchanges requires an in-depth analysis of the investor’s goals and the §1031 requirements for equity and debt replacement. Not all exchanges (utilizing…
Challenges in Balancing the Equity and Debt in a §1031 Exchange ~ Part 1 Center Stage April 16, 2025 On a weekly basis, we receive calls from investors who are either contemplating doing Section 1031 exchange or in the middle of doing a…
Investors May be Overpaying for Replacement Property in §1031 Exchanges April 2, 2025 There are opinions among industry experts that investors utilizing a §1031 exchange may be overpaying for the replacement property. These estimates range between 10%…
Understanding Cap Rates and their role in §1031s & DSTs~ Part 2 March 27, 2025 In Part 1, we did an overview of understanding cap rates in their roles in 1031 exchanges as well as Delaware statutory trusts. In…
Understanding §1031 Exchanges: “Swap and Drop” vs. “Drop and Swap” March 20, 2025 Some real estate advisors are anticipating the overall market to improve, creating a pipeline of real estate transactions in the second half of 2025. …
Understanding Ground Lease Interests and Their Role in §1031 Exchanges March 14, 2025 In the world of real estate investment, leveraging the benefits of a §1031 exchange can provide investors with a powerful tool to defer taxes…