November 17, 2022

DST Due Diligence in a Crowded Market

1031 Exchanges/DSTs

With many DST sponsors that have limited track records, it is critical to thoroughly review the sponsor in detail before making an investment decision. Read More

November 03, 2022

Due Diligence Comes to the Forefront in DST Market

1031 Exchanges/DSTs

The Delaware statutory trust (DST) market has experienced significant growth in recent years, and 2022 is projected to reach a record-breaking $10 billion capital raise.1 The DST continues to garner i[...] Read More

October 20, 2022

Utilizing a DST as a Replacement Property in a 1031 Exchange

1031 Exchanges/DSTs

You may recall from earlier posts how an investment property owner is permitted to select more than one replacement property for their 1031 exchange. The “Three Property Rule” allows an exchanger to s[...] Read More

October 06, 2022

Most Effective Property Types for DSTs

1031 Exchanges/DSTs blog-post

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 blog-post

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 blog-post

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 15, 2022

Considering Real Estate for your Heirs?

1031 Exchanges/DSTs blog-post

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 02, 2022

Not Sure Where to Find Real Estate Diversification?

1031 Exchanges/DSTs blog-post

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 25, 2022

Zero Cash Flow DSTs

1031 Exchanges/DSTs blog-post

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 08, 2022

Looking for a 1031 Exchange Replacement Property?

1031 Exchanges/DSTs blog-post

To execute a successful 1031 exchange transaction, there are specific guidelines and procedures that must be followed. Investors will need to identify a replacement property within 45 days of the sale[...] Read More