The Strategic 1031 Exchange-Executive Reference Guide August 10, 2026 CHAPTER 3 The Real Objective: Wealth Creation, Not Tax Deferral Alone Taxes are a means; long-term wealth is the objective Tax Deferral Is Not…
The Strategic 1031 Exchange-Executive Reference Guide August 7, 2026 CHAPTER 2 The Hidden Cost of a “Successful” §1031 Exchange How technical compliance can coexist with economic underperformance How a Technically Successful Exchange Can…
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…
May 2025 Landscape Review ~ DST Equity Raise ~ What is Behind the Numbers? June 22, 2025 The first five months are in the performance review mode. The $600 million per month pace has continued through the month of May. The…
Alternative Investments/CRE 2025 Outlook Part 1 February 10, 2025 Our last post mentioned “Real Estate Groundhog Day” and potential repetitive cycle often experienced in the real estate industry. We mentioned market cycles, buyer…
Potential Benefits with a Zero Coupon DST June 1, 2024 The structure of a Delaware Statutory Trust (DST) zero coupon may offer a variety of benefits to investors. June 1, 2024 By Al DiNicola,…
Limitations on a DST Part 1 – The Seven Deadly Sins May 25, 2024 In the domain of Delaware Statutory Trusts (DSTs), a fundamental set of rules and guidelines, referred to as the “Seven Deadly Sins,” delineates prohibited…
Distributions in DSTs: Explaining how Profits and Returns are Distributed among Beneficiaries in a Delaware Statutory Trust. March 10, 2024 Investors in a Delaware Statutory Trust (DST) are considered beneficial owners or beneficiaries. Under the DST structure there would be a distribution of income…
Introduction to Delaware Statutory Trusts (DSTs): Exploring the Basics and Purpose February 19, 2024 Over the past five years the popularity of Delaware Statutory Trusts (DSTs) has increased in investor awareness. DSTs have also become part of estate…
January 2024 Landscape Review 2023 DST Equity Raises over $5 Billion! January 17, 2024 During 2023 we monitored the equity raised in the Delaware Statutory Trust (DST) market. With much anticipation the overall market did achieve over $5…