The Simple Solution for a 1031 Exchange As a 1031 exchange investor, you might consider investing in a Delaware statutory trust. DST’s qualify for full tax deferral under IRC section 1031 and offer a fractional approach to purchasing one or more institutional grade...
How seasoned investors build smarter portfolios with passive income-producing real estate Many of our seasoned real estate clients are familiar with an alternative 1031 exchange structure know as a DST (short for Delaware Statutory Trust). This 1031...
Assess the Quality of Investments You Choose Consider the “3-Q” Test to Assess the Quality of Investments You Choose. As we discussed in prior blogs, investors who are tired of day-to-day active management may want to consider a Delaware Statutory Trust (“DST”). DST’s...
IRC 1031 Exchange has been a proven tax planning strategy for nearly 100 years. It is estimated that 1031 exchanges account for more than $100 Billion in transaction volume annually. While a 1031 exchange is a proven tax strategy, tax deferral should never...
As an astute real estate investor, you’ve worked hard to accumulate wealth. Much of your financial net worth is tied up in your investment real estate. Now you are at a stage in life where you want to exchange active day-to-day property management for passive...
When used properly, a Delaware Statutory Trust or DST can be an effective tool for building and preserving wealth. Like any real estate investment there are risks in investing in DST’s. However, when properly underwritten and diversified, DST’s can offer several...