Article on Nov 13, 2024 Delaware Statutory Trusts Attract Real Estate Investors In Droves DSTs are gaining immense popularity among 1031 exchange investors seeking passive income, diversification, and tax deferment from multifamily and commercial real estate. Professionally managed, DSTs provide stable cashflow without landlord duties, offering an appealing hands-off investment alternative.
Article on Oct 31, 2024 Trump vs. Harris: Potential Impacts on Qualified Opportunity Zones and 1031 Exchanges The upcoming election could significantly impact two major real estate investment strategies: Qualified Opportunity Zones (QOZs) and 1031 exchanges. Trump would likely maintain or expand both programs, viewing them as successful economic growth tools. In contrast, Harris would probably push for reforms, including enhanced reporting requirements for QOZs and potential income caps on 1031 exchange eligibility. Market impacts could vary dramatically: a Harris victory might trigger a rush to complete 1031 exchanges before new restrictions, while Trump's policies could drive up property values in opportunity zones. However, both candidates' ability to implement changes will depend heavily on congressional control.
Article on Oct 18, 2024 IRS Extends 1031 Exchange Deadlines for Victims of Milton and Helene In response to the devastating impacts of Hurricanes Helene and Milton across the southern United States, the Internal Revenue Service...
Article on Sep 30, 2024 Qualified Opportunity Zones With an Energy Boost The energy sector presents a unique opportunity within Qualified Opportunity Zones (QOZs), particularly in oil and gas production. Many QOZs are located in major energy-producing regions like the Permian Basin and Eagle Ford in Texas. Despite current headwinds facing fossil fuels—including ESG concerns and the push toward electric vehicles—the industry's depressed valuations may present attractive investment opportunities. The world's continued dependence on oil and gas, combined with technological advances in extraction, suggests strong potential for QOZ energy investments. The sector aligns well with QOF requirements, offering both tax advantages and portfolio diversification benefits.
Article on Sep 23, 2024 5 Types of Investors Who Should NOT Do a Delaware Statutory Trust This article discusses Delaware Statutory Trusts (DSTs) as an investment option for real estate investors, particularly in the context of...
Article on Sep 16, 2024 The Magic of 1031 Exchanges How a New York man turned $500,000 into $3 Million (and kept the tax man at bay!) Folks sometimes ask...
Article on Sep 9, 2024 One Way to Stay Ahead of Inflation: Qualified Opportunity Funds Learn the potential benefits of utilizing Qualified Opportunity Funds (QOFs) as a strategy to combat inflation within an investment portfolio. This article highlights how investing in QOFs can offer tax advantages and potentially hedge against inflation by diversifying one's investment portfolio.
Article on Sep 4, 2024 721 Exchange to Defer Taxes: Pros and Cons A 721 exchange, also known as a UPREIT (Umbrella Partnership Real Estate Investment Trust) transaction, allows real estate owners to defer capital gains taxes by exchanging their property for operating partnership units in a REIT. Pros include tax deferral, diversification of real estate holdings, and potential for ongoing income. It can also provide estate planning benefits and relief from property management responsibilities.
Article on Aug 26, 2024 Can An LLC Do A 1031 Exchange? Can An LLC Do A 1031 Exchange? LLCs became a popular form of real estate ownership as they limit the...
Article on Aug 12, 2024 1031 Exchange vs. Qualified Opportunity Zones: Which Is Better? 1031 Exchange vs. Qualified Opportunity Zones Instant & Long-Term Tax Advantages Today investors can structure real estate investments to generate...
Article on Aug 6, 2024 Qualified Opportunity Zones: Your Antidote to Economic Anxiety in Tumultuous Times Looks like the end of the world is near. There is chaos everywhere. There are multiple wars in far-off countries,...
Article on Jul 17, 2024 How Savvy Investors Use A 1031 Exchange To Defer Capital Gains and Build Wealth 1031 exchange to defer capital gains Before putting a real estate property up for sale or deciding to purchase another,...