August 24, 2022

Do Property Management Issues Deter You from Investing in Real Estate?

1031 Exchanges/DSTs Article

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 Article

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

August 02, 2022

Not Sure Where to Find Real Estate Diversification?

1031 Exchanges/DSTs Article

Owning property in an investment portfolio provides a complementary source for potential return and income; however, most investors are not professionally trained with robust insights on real estate m[...] Read More

July 15, 2022

Zero Cash Flow DSTs

1031 Exchanges/DSTs Article

A Potential Solution to Cover 1031 Exchange Debt Requirements Meeting the debt replacement requirement is an important aspect of the 1031 tax-deferred exchange transaction. In order to earn the tax be[...] Read More

July 08, 2022

Looking for a 1031 Exchange Replacement Property?

1031 Exchanges/DSTs Article

To execute a successful 1031 exchange transaction, there are specific guidelines and procedures that must be followed. Investors will need to identify a replacement property within 45 days of the sale[...] Read More

June 02, 2022

1031 Exchange Documents for a Successful Transaction

1031 Exchanges/DSTs Article

In previous posts, we have discussed the requirements of a 1031 Exchange and the importance of complying with those requirements to help ensure a successful transaction. Fortunately, there is a series[...] Read More

April 19, 2022

Creating Generational Wealth Utilizing DSTs as a Wealth Transfer Strategy for Clients

1031 Exchanges/DSTs

Utilizing DSTs as a wealth transfer strategy for clients Financial Professionals may often recommend a Delaware statutory trust (DST) to clients who own investment property and are considering a 1031 [...] Read More

April 07, 2022

Transform Your Clients’ Tax and Estate Plans with DSTs

1031 Exchanges/DSTs Article

Discover how you can expand your services to clients who own investment property. Read More

May 20, 2020

Using the Delaware Statutory Trust to Grow Your Practice

1031 Exchanges/DSTs

The Delaware Statutory Trust (DST) has become an increasingly important part of the financial planning discussions financial professionals have with their clients. While not every client owns income p[...] Read More