Generational Asset Planning

As tax policy continues to evolve and has increasingly become focused on capital gains and real estate holdings, investors are wise to explore the tools available to help manage long-term financial and generational asset planning. Among these tools, the Section 1031 Exchange remains a significant mechanism for those seeking to defer taxes and support the efficient… Continue reading Generational Asset Planning

The Power of DSTs: A Smart Solution

As a property owner, you’re likely familiar with the challenge of capital gains taxes when selling a property but are you up to speed with the power of DSTs? You’ve built equity over time, but selling means facing significant taxes, and you may be hesitant to take that step. Fortunately, there’s a way to sell… Continue reading The Power of DSTs: A Smart Solution

Benefits of DSTs: Discover the Potential

In the investing world, knowledge is power. Having a deep understanding of what you’re investing in and why won’t eliminate all risk, but it will help you feel confident in the decisions you make about your investments. Let’s dive into the possible benefits of DSTs.  As powerful as knowledge is, it can be difficult to… Continue reading Benefits of DSTs: Discover the Potential

Is it Time to Retire from Being a Landlord?

Reaching retirement is a time to celebrate and redefine yourself beyond your career. You can rekindle passions, focus on health and wellness, and spend more time with loved ones. However, planning for retirement, especially as a landlord, can be complex, and can involve selling rental property. While rental income is valuable, managing properties once retired… Continue reading Is it Time to Retire from Being a Landlord?

Property Management Headaches? Consider a DST.

Let’s face it: active management is a challenge. Although often considered a passive investment, owning rental properties requires a lot of attention, time, and yes, money. Facing the terrible Ts — Tenants, Toilets, Trash, Turmoil, Termites!

5 Things Every Investor Should Know About DSTs for 1031 Exchanges

Savvy real estate investors know about the 1031 Exchange. This swap of one real estate investment property for another is a part of the tax code — it gets its name from section 1031 of the Internal Revenue Code (IRC). A 1031 Exchange is a powerful tool for landlords and other real estate investors: when an investor wants to sell an appreciated property and buy another, it can cause capital gains taxes to be realized.