Article on Oct 23, 2023 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 Oct 14, 2023 Exchange Real Estate Headaches for Silent and Passive Income Exchanging appreciated investment real estate for a DST provides passive income potential without landlord duties. DSTs offer diversification across asset classes and markets alongside tax deferral benefits from a 1031 exchange into a professionally managed portfolio.
Article on Oct 7, 2023 Passive Real Estate Investing With A Delaware Statutory Trust A Delaware Statutory Trust (DSTs) enables passive real estate investing into large-scale multifamily, retail, and commercial properties managed by industry experts. Investors benefit from stable cashflow, diversification, tax deferral through 1031 exchanges, and hands-off ownership in institutional-quality assets.
Article on Oct 2, 2023 Determining Dealer Status in a 1031 Exchange: Who Receives Benefits? This article aims to explore the advantages of 1031 exchanges and the criteria employed by the IRS to differentiate between investors and dealers, commonly referred to as "flippers." If you have engaged in the acquisition and subsequent sale of multiple properties, it is crucial to understand the implications of dealer status, as it renders all your properties ineligible for 1031 exchanges.
Article on Sep 25, 2023 Drop and Swap 1031 Exchange: A Guide for Real Estate Investors The tax benefits of real estate investing are attractive, and one way to keep the good times rolling for partnerships...
Article on Sep 4, 2023 In A Delaware Statutory Trust, Who Owns The Property? If you are considering investing in a DST, it is important to understand the various benefits it offers, such as tax advantages, passive income, limited personal liability, and opportunities for accessing affordable rental properties. Here you can learn more about Delaware Statutory Trusts and explore different investment options.
Article on Aug 23, 2023 Qualified Opportunity Zones With an Energy Boost The energy sector, where investors can combine qualified opportunity fund perks with oil and gas direct investment tax benefits, is one of the more appealing and lesser-understood QOZ offerings available.
Article on Jul 16, 2023 “Is an Opportunity Zone Investment Right for Me?” "Is an Opportunity Zone investment right for me?" Well, there is no one-size-fits-all answer to this question. But, it does become easier when you answer the questions outlined in this article.
Article on Jul 11, 2023 Tax-Smart Strategies for Capital Gains in 2023 Using 1031 exchanges and qualified opportunity zones to reinvest the proceeds from the sale of an appreciated asset can defer...
Article on Jun 11, 2023 What Are Qualified Opportunity Zones? Important Details for Investors Investing in blighted or up-and-coming “opportunity zones” offers some significant tax-deferral opportunities, and if you hold your investment for 10...
Article on May 28, 2023 Pros and Cons of Deferring Taxes with A 721 Exchange A 721 exchange, or UPREIT, can be a great tax mitigation strategy for investors, though not everyone is suited to them.
Article on May 2, 2023 Opportunity Zones and Inflation: What Investors Want To Know Given the backdrop of inflation, rising interest rates and a possible recession in 2023, what can opportunity zones do for...