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Tag: 1033 Exchange

The Strategic 1031 Exchange-Executive Reference Guide

August 4, 2026

CHAPTER 1 When the Cal­en­dar Begins to Con­trol the Invest­ment Deci­sion How a ratio­nal exchange process can become a dead­­­line-dri­ven acqui­si­tion Imag­ine an investor…

“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…

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Recent Posts

  • Conclusion~ The Strategic 1031 Exchange-Executive Reference Guide September 18, 2026
  • Chapter 15-The Future of Tax-Efficient Real Estate Investing ~ The Strategic 1031 Exchange-Executive Reference Guide September 15, 2026
  • Chapter 14-Decision Matrix and Investor Checklists ~ The Strategic 1031 Exchange-Executive Reference Guide September 12, 2026
  • Chapter 13- Five Hypothetical Case Studies ~ The Strategic 1031 Exchange-Executive Reference Guide September 9, 2026
  • Chapter 12-The Estate Planning Attorney Perspective ~ The Strategic 1031 Exchange-Executive Reference Guide September 6, 2026
  • Chapter 11-The Registered Investment Advisor Perspective ~ The Strategic 1031 Exchange-Executive Reference Guide September 3, 2026
  • Chapter 10- The CPA’s New Role ~ The Strategic 1031 Exchange-Executive Reference Guide August 31, 2026
  • Chapter 9- The Commercial Broker’s New Value Proposition ~ The Strategic 1031 Exchange-Executive Reference Guide August 28, 2026
  • Chapter 8- Qualified Opportunity Zones Within Comprehensive Planning ~ The Strategic 1031 Exchange-Executive Reference Guide August 25, 2026
  • Chapter 7 The Strategic 1031 Exchange-Executive Reference Guide ~ The Modern Capital Allocation Model August 22, 2026
  • Chapter 6 The Strategic 1031 Exchange-Executive Reference Guide After Tax Wealth Optimization August 19, 2026
  • The Strategic 1031 Exchange-Executive Reference Guide Chapter 5 Why Investors Lose Negotiating Leverage August 16, 2026
  • Industrial and Multifamily Continue to Dominate Equity Raise ~ July 2026 DST Landscape August 15, 2026
  • The Strategic 1031 Exchange Executive Reference Guide Chapter 4 August 13, 2026
  • The Strategic 1031 Exchange-Executive Reference Guide August 10, 2026
  • The Strategic 1031 Exchange-Executive Reference Guide August 7, 2026
  • The Strategic 1031 Exchange-Executive Reference Guide August 4, 2026
  • The Strategic 1031 Exchange August 1, 2026
  • Case Study: Simplifying an Estate with DSTs July 28, 2026
  • DST.EDU Part 10: Necessity Retail & Triple-Net (NNN) Asset Classification July 23, 2026
  • What Heirs Need to Know About Inherited DST Interests July 21, 2026
  • DST.EDU Part 9: Medical Office Buildings (MOB) Asset Classification July 19, 2026
  • DST.EDU Part 8: Industrial & Logistics Asset Classification July 17, 2026
  • DSTs and Trust Ownership Structures: A Powerful Estate Planning Strategy July 15, 2026
  • DST.EDU Part 7: Self-Storage Asset Classification July 13, 2026

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This website is neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by a prospectus, or offering memorandum, which has been filed or registered with the appropriate state and federal regulatory agencies, and offered only by broker dealers and registered investment advisors authorized to do so. The information found on this website is a summary of general information intended for training and education of accredited investors, only, who are conducting research on DST type investments and or a 1031 Exchange. Any offer of securities is qualified in its entirety by its own offering documents. A prospectus or offering memorandum must be preceded or accompanied by any offer of sale and read in conjunction with the offering documents in order to understand fully all the implications and risks of an offering to which it relates. Terminology such as "we", "us" and "our" is used as defined in the offering documents and does not imply DST News viewpoint. On a non-subscription fee basis, DST News provides informational resources and training to accredited investors regarding DST type investment products and offerings. DST News is not affiliated with any sponsor of such investments but may be associated with the offer or sale of such investments. This website’s information above does not constitute any offer to sell any securities or represent an express or implied opinion on or endorsement of any specific investment opportunity, offering, issuer or sponsor. Copyright DST News © 2026. All Rights Reserved.
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