2018 POISED TO BE ANOTHER RECORD YEAR FOR 1031 DST INVESTMENTS
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...
Read MoreWhy 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...
Read MoreTransforming 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...
Read More7 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...
Read MoreHISTORY OF SECTION 1031 OF THE INTERNAL REVENUE CODE
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...
Read MoreREAL ESTATE EXIT STRATEGY: IMPORTANT DIFFERENCES IN CALCULATING TAX CONSEQUENCES WHEN SELLING RENTAL PROPERTIES
Too often we receive calls from rental property owners who have neglected to complete critical steps to execute a successful real estate exit strategy. Regretfully, we encounter many investors who have not fully considered the tax consequences of selling their rental properties....
Read More1031 EXCHANGE ISSUES WITH REITs
Real Estate Investment Trusts or REITs are one of the most popular forms of real estate investment. REITs have some similarities to DSTs since both are structured as a trust and have in-place management and other features that can cause...
Read MoreDSTs versus TICs: 1031 DST EXCHANGES & TIC INVESTMENTS
Many investors have had bad experiences with TIC investments and are interested in understanding why DSTs may be better. In this blog, we will provide some basic education on the key differences and relative benefits of TIC investments and 1031 DST...
Read More1031 EXCHANGE RULES TO COMPLETE A 100% TAX FREE DEFERRAL
Many investors who are planning to save taxes via a 1031 Exchange fail to fully follow IRS guidelines and end up with tax liabilities that could be avoided. Let’s review the basic 1031 Exchange rules to understand the steps that...
Read MoreHOW DSTs CAN PREVENT A FAILED 1031 EXCHANGE
I received a call from a current client who I will refer to as “Tom” at 4 pm on Good Friday afternoon while I was driving up to spend time skiing with friends at Lake Tahoe the following day. Tom...
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