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Relinquishing Control of Your Investments – Part Two

In this two-part series I will attempt to navigate the very real feelings associated with passive investing. I will explain why it’s something to consider, how it benefits your heirs, and discuss some of the psychological roadblocks many people encounter.

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How Do I Invest in a Delaware Statutory Trust (DST)?

Seven steps for investing in DST through a 1031 exchange Investing in a Delaware Statutory Trust (DST) via a 1031 exchange can be an attractive option for real estate investors looking to defer capital gains taxes, diversify their portfolio and generate passive...

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Embracing a Passive Investment

Another term for ‘embracing a passive investment’ could also be ‘giving up control of an investment.’ Both mean the same thing, but they conjure vast psychological differences for some investors. Does the concept of giving up control feel foreign or even scary? But is...

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The DST Process

How Do I Invest in a Delaware Statutory Trust (DST)? Investing in a Delaware Statutory Trust (DST) via a 1031 exchange can be an attractive option for real estate investors looking to defer capital gains taxes, diversify their portfolio and generate passive income. A...

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What are The Five Ws of a DST?

Like many important investment topics that require questions and answers, Delaware Statutory Trusts (DSTs) are no different. While they may sound complicated and overwhelming, they are a fairly streamlined concept with the potential to increase net worth for an...

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Utilizing a Delaware Statutory Trust in a 1031 Exchange

A 1031 exchange is a useful tool to potentially defer taxes when selling an investment property. One of the rules for a 1031 exchange is to replace the relinquished property with a like-kind alternative. There are various property replacement strategies that may be...

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Sometimes a 1031 Exchange Isn’t the Best Solution

Sometimes our plans just don’t work out. And if this happens, we should accept the change, consider new options and take a new path. This scenario can happen with your 1031 investment plans too. While we are firm believers in 1031 exchange and tax deferral...

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Do’s and Don’ts of a 1031 Exchange

What is a 1031 Exchange A tax-deferred exchange under Section 1031 of the Internal Revenue Code is a method that allows you to sell an investment property and acquire another like-kind property while deferring state and federal capital gains taxes until later.  ...

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Seven Advantages of a Delaware Statutory Trust

Even though a DST – a Delaware Statutory Trust – sounds like it is primarily for Delaware businesses and residents, that’s not the case. Luckily everyone who fits the criteria no matter where they live in the U.S. can participate in this tax deferral program....

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1031 Exchange – The Replacement Property

If after a lot of research and reading through our website, you decide you want to dive into the 1031 exchange pool, you’ll need to know what’s next? Like all structured real estate deals and investments there are few hoops to jump through, t’s to cross and i’s to...

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