“Sharpening Your Portfolio IQ: The New Semester of Alternative Investment Strategies” Part 2 ~ DST Drawback & Risks September 12, 2025 We continue with our educational series on most searched topics by investors regarding DST & §1031 exchange. In Part One we briefly reviewed the…
Comparing §1031 vs. §1033 November 2, 2024 After the last article on Post Hurricane Investment Clean up there were several questions regarding the differences between §1031 and §1033. Here is a…
Post Hurricane Updates – Investment Cleanup Part 2- §1031 Exchanges October 20, 2024 The stress on individuals dealing with primary residences was touched on in part 1. Investors in the middle of a 1031 tax deferred exchanges…
Investors Prepare for End of the Year Potential Portfolio Balancing October 1, 2024 Each year as investors move into the fourth quarter there’s always anticipation and apprehension about making moves to portfolios that investors have dealt with…
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…
First Things First- Is a §1031 Exchange Right for Your Investment? August 8, 2024 There’s often a decision that investors need to make when it comes time to selling a property that has appreciated in value. That question…
The Implementation & Execution of the §1031 45-day Notice July 25, 2024 45 Days may seem like an eternity if you are waiting for a special event. However, the days tick by quickly if you are…
Exploring the Role of Qualified Intermediaries in §1031 Exchanges July 20, 2024 Who can act on behalf of an investor in a like kind exchange (AKA 1031 exchange) may be confusing at times. The investor may…
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…
Using Mineral Rights in a §1031 Exchange- Part 1 May 15, 2024 What may come as a surprise to many real estate investors is the ability to use what is below the ground as a replacement…
