You sold an investment property. The money hit your account. And only after closing did someone ask: “So… who’s your Qualified Intermediary for the 1031?” If you didn’t engage a

When your real estate is taken by condemnation or destroyed by a casualty, §1033 of the Internal Revenue Code lets you reinvest the insurance or award proceeds and defer the

1. Why Investors Move From DSTs to UPREITs A Delaware Statutory Trust (DST) is popular with 1031‐exchange investors who want passive ownership of institutional real estate while continuing to defer

When completing a 1031 exchange, two popular securitized options for replacement properties are Delaware Statutory Trusts (DSTs) and Tenancy-in-Common (TIC) structures. Both enable investors to own a fractional interest in

Introduction For investors aiming to diversify their portfolios, deciding between publicly traded investments, such as Real Estate Investment Trusts (REITs), and private real estate options—like Private REITs and Real Estate

Introduction A 1031 exchange provides real estate investors with an opportunity to defer capital gains taxes by reinvesting the proceeds from the sale of one property into another property that

Introduction Delaware Statutory Trusts (DSTs) have gained significant traction among real estate investors, particularly for those utilizing 1031 exchanges. These trusts offer a pathway to passive ownership of substantial real

Introduction The 1031 exchange, a vital tool for real estate investors, allows the deferment of capital gains taxes when reinvesting the proceeds from one property into another of similar kind.

Introduction Investing in private placements, such as Regulation D (Reg D) offerings, provides distinct opportunities but also demands specific licensure. To legally provide personalized investment guidance on these exempt securities

Introduction As the investment landscape grows more sophisticated, seasoned investors are increasingly looking beyond traditional assets. One compelling strategy involves incorporating alternative real estate investments, particularly through Regulation D (Reg