Resources

This timely analysis examines how the Republican sweep of Congress and the White House could reshape two key real estate investment strategies: 1031 exchanges and Qualified Opportunity Zones. While Republicans historically favor these tax-advantaged vehicles, deficit concerns and other factors could lead to unexpected changes. The article offers valuable insights for investors looking to navigate potential policy shifts, including possible program extensions, regulatory streamlining, and new opportunities in the energy sector.

The article debunks 10 common misconceptions about 1031 exchanges in real estate investing. It clarifies that these tax-deferral strategies aren't just for the wealthy, must involve like-kind real estate properties, and don't permanently eliminate taxes. The piece emphasizes strict timing requirements, the necessity of qualified intermediaries, and explains why fix-and-flip properties don't qualify. Written with humor and practical examples, it also highlights that 1031 exchanges can be valuable for modest investments and offers flexibility if investors change their minds during the process.

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.