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Why Delaware Statutory Trusts are a Smart Choice for Estate Planning

Using a DST 1031 for Estate Planning As you create an estate plan, you'll likely run into some bumps in the road. Taxes are one of the biggest […]

Delaware Statutory Trusts

What Is the Minimum Holding Period for 1031 Exchanges?

When investing in real estate, many investors have different options based on their financial goals and level of involvement. 1031 exchanges have their advantages, including tax benefits and […]

1031 Exchanges

Delaware Statutory Trust (DST) Consultant for Advisors

Hi, I’m Tom, and I am a wealth manager with “I care about my client capital management,” I got on your calendar because one of my clients and a […]

Delaware Statutory Trusts

Mastering Due Diligence: Understanding DSTs

The Role of Due Diligence in DST 1031 Exchanges: Best Practices for Investigating Potential Investments. Due diligence is a crucial part of DST 1031 exchanges. Learn everything you […]

Delaware Statutory Trusts

Mastering the Art of Evaluating DST Properties: Expert Tips and Insights

How to Evaluate Potential DST Properties: Key Metrics to Consider and Questions to Ask. There are certain things to think about before investing in a Delaware Statutory Trust […]

Delaware Statutory Trusts

The Differences Between an UpREIT and a DownREIT

Traditional methods of REIT formation involve real estate transfers to a REIT in exchange for REIT stocks. But unfortunately, it creates a taxable instance if property interests become […]

Delaware Statutory Trusts

Busting the Top 1031 Exchange Myths: Heres What You Need to Know

Common Misconceptions About DST 1031 Exchanges and the Truth Behind Them. A 1031 "like-kind" exchange allows real estate investors to defer capital gains taxes on property sales by […]

1031 Exchanges

DST Diversification: Mitigating Risks and Enhancing Returns

How to Use a DST 1031 Exchange to Diversify Your Real Estate Portfolio and Reduce Risk. Learn 1031 exchange investment strategies & the benefits of diversification through multiple […]

Delaware Statutory Trusts

Monetized Installment Sale - IRS Dirty Dozen

Every year, the IRS publishes its "Dirty Dozen," a list of transactions and arrangements taxpayers should avoid. In a recent report, the agency emphasized four potentially abusive transactions/arrangements […]

Deferred Sales Trusts

What Is a Registered Investment Advisor?

Making financial decisions requires expertise and knowledge to avoid making a mistake. What are registered investment advisors, and how do they help? Let’s explore the requirements to become […]

Financial Tales

Things To Consider Before Investing in an Opportunity Zone

Opportunity Zones often represent economically compromised communities that desperately need revitalization and investment. Opportunity Zone Funds are private or public partnerships, allowing the government to incentivize investors to […]

Opportunity Zone Funds

What To Expect When You Hire a Fiduciary Consultant

Fiduciary consultants are individuals or organizations with the legal duty to act in the client’s best interest. They create a trustworthy bond with a client while avoiding conflicts […]

Financial Tales
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