November 17, 2023

Navigating Tax-Advantaged Real Estate Investment Strategies When to Select a 1031 or 721 Exchange for Your Clients

1031 Exchanges/DSTs blog-post

In commercial real estate investing, two tax-advantaged strategies have garnered significant attention and popularity among seasoned financial professionals: the 1031 exchange and the 721 exchange/UPR[...] Read More

May 04, 2023

Reasons Why 1031 Exchange Volume May Remain Robust Throughout 2023

1031 Exchanges/DSTs

1031 exchange transactions remain an important tax strategy in 2023, with a reasonable volume of transactions despite some challenging headwinds, including high-interest rates and stagnant property va[...] Read More

April 11, 2023

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

1031 Exchanges/DSTs QOZs

Nationwide’s eighth annual Advisor Authority Survey reported in October 2022 that investor and financial professional concerns mirrored the levels seen at the height of the pandemic. The top four conc[...] Read More

March 08, 2023

IPC 2022 Year in Review: Performance Highlights

1031 Exchanges/DSTs video-post

As we reflect on 2022, the year certainly had its challenges, particularly a volatile macroeconomic environment. Nevertheless, Inland Private Capital Corporation (IPC) continued to deliver for our inv[...] Read More

December 15, 2022

What to know about property hold times in a 1031 exchange

1031 Exchanges/DSTs

Investors who have used a 1031 exchange to defer capital gains tax on the sale of an investment property know all too well how unbending the Internal Revenue Service (IRS) can be on the requirements t[...] 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

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