Insights

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

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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,

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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

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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,

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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!

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