March 8, 2023

IPC 2022 Year in Review: Performance Highlights

As we reflect on 2022, the year certainly had its challenges, particularly a volatile macroeconomic ...

January 5, 2023

Can a QOZ Fund Rescue a Failed 1031 Exchange?

Investment property owners using a 1031 exchange to sell property and defer capital gains tax and ...

December 22, 2022

Leveraging QOZ and a 1031 Exchange

If business succession planning is not a service you currently provide to your clients, you might ...

December 15, 2022

What to know about property hold times in a 1031 exchange

Investors who have used a 1031 exchange to defer capital gains tax on the sale of an investment ...

November 17, 2022

DST Due Diligence in a Crowded Market

With many DST sponsors that have limited track records, it is critical to thoroughly review the ...

November 3, 2022

Due Diligence Comes to the Forefront in DST Market

The Delaware statutory trust (DST) market has experienced significant growth in recent years, and ...

October 22, 2022

Utilizing a DST as a Replacement Property in a 1031 Exchange

You may recall from earlier posts how an investment property owner is permitted to select more than ...

October 6, 2022

Most Effective Property Types for DSTs

We have discussed the vital role you, as a fiduciary, can play in helping your clients who are ...

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