Opportunity Zones allow investors to defer capital gains tax and experience growing capital. Keep reading to learn about Opportunity Zones in real estate. What Are Opportunity Zones? An […]
Our Blog
Explore Expert Articles
Navigating Success in Exit Planning, Real Estate, and More
What Happens to Passive Losses in a 1031 Exchange?
Those who don’t classify as real estate professionals under the Federal income tax code and regulations should be aware of the treatment of passive losses. What happens to […]
Benefits of Hiring a Registered Investment Advisor
Handling finances, investments, and the law can become overwhelming and stressful. So let’s review the different benefits of hiring a registered investment advisor. Helps Reduce Stress Financial and […]
5 Things You Need To Know About 721 Exchanges
A 721 exchange has similarities to 1031 exchanges, allowing investors to exchange appreciated real estate property for business or investment purposes. They work in operating partnerships that convert […]
How To Decide if a 721 Exchange Is Right for You
When investors search for alternatives to defer capital gains taxes without having a strict time frame, 721 exchanges make for an optimal choice. Also known as a UPREIT […]
The Different Types of 1031 Exchanges Explained
Are you considering a 1031 exchange but need help determining where to go? Here are the different types of 1031 exchanges explained. Two-Party Simultaneous Exchange A simultaneous exchange […]
Navigating the World of Publicly Listed Nontraded REITs: Tips for Investors
Here’s a riddle. When is real estate not real estate? Give up? We’ve found that real estate is not real estate when it is owned as a publicly […]
What Qualifies for a 1031 Tax Deferred Exchange?
Suppose you own investment properties and desire to sell them off. In that case, a 1031 tax-deferred exchange can be a wealth-building tool to sell one investment property […]
How To Choose the Right Opportunity Fund for You
The year 2017 marked a turning point in taxes—the Tax Cuts and Jobs Acts established a tax rule allowing investors to defer their capital gains taxes. In addition, […]
Top Ten Opportunity Zone Funds Frequently Asked Questions (FAQs):
What types of investments qualify for an Opportunity Zone Fund? Opportunity Zone Funds are an investment vehicle designed to spur economic growth in underinvested areas in the United […]
Hidden UPREIT Fees Added By DST Brokers - How To Avoid Them
Make Sure to Dot Your I’s and Cross Your T’s Are you asking your 721 DST Broker which share class you're getting? Not knowing the answer could cost […]
DST vs QOZ- Delaware Statutory Trust vs Qualified Opportunity Zone Fund
Every week we get calls from someone asking to invest in DSTs when in our opinion they would be better off investing in a QOZ instead. Please note, […]