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Real Estate Options With A Delaware Statutory Trust

Monday, April 18

Real estate has always been an attractive option for investors for many reasons. Tax advantages, a steady stream of monthly income, potential equity appreciation and portfolio diversification are just a few of the reasons investors at all levels seek out attractive investment real estate.Yet thes...


Can I Complete A Partial 1031 Exchange?

Friday, April 15

A 1031 exchange offers a very flexible approach to trading investments to maximize long-term growth. This includes the important decision of whether to complete a full or partial exchange. Allowing for a partial exchange permits the investor flexibility to address current needs.A partial exchange...


How Does A Delaware Statutory Trust Work?

Friday, April 15

As the baby-boomer generation gets older, many older investors are seeking out more passive investment opportunities. They no longer wish to concern themselves with the day-to-day responsibilities of dealing with tenants and the issues that come from direct ownership of rental properties.This des...


Can I Trade My LLC Membership Interest In A 1031 Exchange?

Thursday, April 14

Often times, I field questions from investors about how they can leverage their interest as a member of an LLC or partnership. Unfortunately, the IRS considers partnership interests and LLC member interests (when the LLC opts to be treated as a partnership) as personal property, and personal prop...


Why Consider a DST or TIC For Your Next 1031 Exchange?

Thursday, April 14

Many of my clients are individual investors, buying and selling real estate to grow their investment portfolios. One common question I hear from these clients is “how do I grow my investments faster?” They are concerned that the amount they have to invest on their own is simply not enough to achi...


Requirements For Full 1031 Exchange Tax Deferral

Wednesday, April 13

The whole point of a 1031 exchange is to defer tax liability on the transaction in order to free up equity to purchase more valuable property and grow investments. Unfortunately, some investors don’t fully understand the requirements for full tax deferral, and make common mistakes that lead to un...