facebook pixel

BLOGS

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....

Read More
April 2nd, 2018 by Paul
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 More
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...

Read More
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...

Read More
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...

Read More
September 20th, 2017 by FGG
HISTORY 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 More
August 30th, 2017 by Paul
REAL 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 More
August 16th, 2017 by Paul
1031 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 More
August 4th, 2017 by FGG
DSTs 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 More
June 22nd, 2017 by FGG
1031 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 More