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July 16th, 2018 by Paul
How to Avoid the Top Five Mistakes Investors Make When Selecting DSTs

The process of selecting DSTs is substantially different than investing in traditional income properties and we have seen unwary investors take on greater risks than need be due to a lack of understanding of the key differences and potential pitfalls....

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June 4th, 2018 by Paul
Impact of the Tax Cuts and Jobs Act of 2017 (TCJA) on 1031 Exchanges

During much of 2017, there was a growing concern among many real estate investors that efforts to reform taxes would result in a loss of 1031 Exchange benefits. This belief was fueled by comments from both Republicans and Democrats who were expressing that the...

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May 23rd, 2018 by Paul
California Landlords Sell Properties Ahead of Rent Control Vote

In late April, efforts to place a measure on the ballot in November to repeal Costa Hawkins, state legislation that prevents cities and towns from imposing rent control on buildings appear to have received more than the requisite number of...

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April 16th, 2018 by Paul
How 1031 DSTs Can Simplify Estate and Transition Planning

We frequently encounter older investors who have built up a substantial portfolio of rental properties and discovered that their kids or other beneficiaries have no interest in managing real estate. They are then often faced with tough estate planning decisions...

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April 2nd, 2018 by Paul

We have just returned from an industry conference in Orlando this week where we had an opportunity to meet with many leading sponsors of 1031 Delaware Statutory Trust investments. We would like to share their perspectives on how 2018 is...

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March 9th, 2018 by Paul
Why DST 1031 Property Investors Prefer Residential Properties

Per data published by Mountain Dell Consulting, residential/multifamily properties accounted for 62% of all DST1031 Property investments in 2017. While all real estate asset classes have their respective strengths and weaknesses, well positioned residential properties in areas of growing population and...

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March 5th, 2018 by Paul
Transforming Appreciated Rental Properties into Retirement Income

By Making The Right Moves, Landlords Can Turn Trapped Equity into a Nice Retirement Income Stream Being a landlord has its challenges and there comes a point when a lifestyle change may make sense. Jim bought a Bay area apartment complex 30...

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February 28th, 2018 by Paul
7 Top Factors That Attract Investors to DST 1031 Properties

 Scarcity of attractive 1031 replacement properties. For many investors, the biggest challenge to successfully completing a DST 1031 Properties Exchange is to find a suitable replacement property. Attractive properties that receive broad exposure on public listing sites will invariably attract...

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October 4th, 2017 by FGG
Tax Reporting for 1031 Exchanges

  In this blog, Tax Reporting for 1031 Exchanges, we will summarize required like-kind exchange tax forms and comment further about how the filing date of your taxes may impact your like king exchange time-period. The IRS requires that you complete and...

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September 20th, 2017 by FGG

Section 1031 of the Internal Revenue Code ("IRC") has a very long and somewhat complicated history dating all the way back to 1921.  The first income tax code was adopted by the United States Congress in 1918 as part of...

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