Important Facts You Need to Know About the 1031 Exchange
Wednesday, September 20
A tax deferred 1031 Exchange is a very clear and simple process. The IRS provides specific and complete guidelines in their publication 544, which can be found on the IRS website. We also recommend you contact your tax advisor for details. If he or she has questions or concerns, we are here to as...
How To Calculate Annual Cash Flow
Wednesday, September 20
Here’s a handy form that we use to calculate our clients’ current cash flow and compare it to the potential of receiving a hypothetical 6% on average in a DST custom portfolio.Caveat EmptorNo investment is completely risk-free, and DSTs are no exception. There are four principal risks associated ...
How a 1031 Exchange Can Build Equity
Wednesday, September 20
The example below shows you a hypothetical analysis of the cumulative effect of how an investor’s equity could potentially grow over time if they performed 1031 Exchanges every 5 years into new properties, and if they didn’t utilize 1031 Exchange at all. In the right column of this example, the i...
Who should consider a DST Investment?
Wednesday, September 20
Investors who are seeking to defer their capital gains tax but don’t want to be a landlord anymore Investors who are seeking potentially greater cash flow and possible appreciation return potential than they are currently receiving from their real estate investments. Note all...
What is a Delaware Statutory Trust?
Wednesday, September 20
DST Investments are a potential replacement property alternative for accredited investors seeking to defer their capital gains taxes through the use of a 1031 tax deferred exchange or through a straight cash investment. The DST property ownership structure allows the smaller investor to own share...
What Do Doctors and Real Estate Investment Advisors Have In Common?
Tuesday, March 22
Plenty of well-intentioned people enter the investing ring believing that they don’t need any professional guidance. Educated investors who’ve socked away a sizeable nest egg assume that money is the only qualification necessary to make solid investment decisions. While it’s true that some peopl...