October 06, 2022

Most Effective Property Types for DSTs

1031 Exchanges/DSTs Article

We have discussed the vital role you, as a fiduciary, can play in helping your clients who are considering a 1031 exchange evaluate Delaware statutory trust (DST) sponsors and select a Qualified Inter[...] Read More

September 22, 2022

How to Select the Right Qualified Intermediaries

1031 Exchanges/DSTs Article

The Qualified Intermediary (QI), sometimes known as an accommodator or facilitator, plays an important part in a 1031 exchange. A 1031 exchange cannot be completed without a QI. So, choosing the right[...] Read More

August 24, 2022

Do Property Management Issues Deter You from Investing in Real Estate?

1031 Exchanges/DSTs Article

For investors that are not interested in the day-to-day management of an investment property, consider a Delaware statutory trust (DST) as a solution. DSTs provide the benefits of incorporating commer[...] Read More

August 18, 2022

Investing in Manufactured Housing Communities: Another Perspective

Manufactured Housing Article

Manufactured Housing Communities (MHCs) are drawing increasing interest among institutional investors, shining a spotlight on this little-known sector of the commercial real estate industry. As noted [...] Read More

August 15, 2022

Considering Real Estate for your Heirs?

1031 Exchanges/DSTs Article

There are few financial tasks more important than estate planning for those with significant assets. It is sensible to not only identify the heirs of each asset, but also to ease future tax or adminis[...] Read More

August 11, 2022

Are there different types of CRE Credit?

Capital Markets/Commercial Real Estate Article

Evaluating the potential risks and returns of a commercial real estate (CRE) investment opportunity is one of the most important tasks you perform for your clients. And understanding the different lay[...] Read More

August 02, 2022

Not Sure Where to Find Real Estate Diversification?

1031 Exchanges/DSTs Article

Owning property in an investment portfolio provides a complementary source for potential return and income; however, most investors are not professionally trained with robust insights on real estate m[...] Read More

July 28, 2022

Can CRE Credit serve as an interest rate hedge in a rising rate environment?

Capital Markets/Commercial Real Estate Article

The Federal Reserve is raising interest rates aggressively this year to help slow the highest inflation we have seen in forty years – and it is negatively impacting the bond markets. According to a re[...] Read More

July 25, 2022

Zero Cash Flow DSTs

1031 Exchanges/DSTs Article

A Potential Solution to Cover 1031 Exchange Debt Requirements Meeting the debt replacement requirement is an important aspect of the 1031 tax-deferred exchange transaction. In order to earn the tax be[...] Read More

July 21, 2022

Commercial Real Estate. The Consummate Inflation Hedge?

Capital Markets/Commercial Real Estate Article

Swift and Soaring With the May 2022 consumer price index weighing in at 8.6% year over year, few believe that our 40-year high inflation is going away any time soon. And the fact the rise in consumer [...] Read More