April 11, 2023

DST or QOZ Fund? Selecting the Right Solution for Your Clients.

Nationwide’s eighth annual Advisor Authority Survey ...

March 8, 2023

Video - IPC 2022 Year in Review: Performance Highlights

As we reflect on 2022, the year certainly had its ...

January 5, 2023

Can a QOZ Fund Rescue a Failed 1031 Exchange?

Investment property owners using a 1031 exchange to ...

December 22, 2022

Leveraging QOZ and a 1031 Exchange

If business succession planning is not a service you ...

December 15, 2022

What to know about property hold times in a 1031 exchange

Investors who have used a 1031 exchange to defer ...

November 17, 2022

DST Due Diligence in a Crowded Market

With many DST sponsors that have limited track ...

November 3, 2022

Due Diligence Comes to the Forefront in DST Market

The Delaware statutory trust (DST) market has ...

October 22, 2022

Utilizing a DST as a Replacement Property in a 1031 Exchange

You may recall from earlier posts how an investment ...

October 6, 2022

Most Effective Property Types for DSTs

We have discussed the vital role you, as a fiduciary, ...

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