Understanding a 721 Exchange (UpREIT)
A 721 Exchange (UpREIT), when combined with a DST, offers additional diversification, simplicity, and liquidity for real estate investors and estate planners.
Case Study: Retirees Exchange into a Diversified Passive Income Portfolio
Case Study: Retirees Exchange into a Diversified Passive Income Portfolio Facebook Twitter LinkedIn Email Table of Contents Add a header to begin generating the table of contents This case study highlights the journey of a Bay Area couple transitioning from actively managing single-family homes, duplexes, and fourplexes to building a portfolio of Delaware Statutory Trusts […]
7 Estate Planning Benefits of Delaware Statutory Trusts (DSTs)
DSTs provide estate owners and heirs with distinct benefits over alternative investment properties, including higher income potential, superior tax savings, and streamlined distributions.
How to Evaluate DST Properties for Your 1031 Exchange
There are many different types of DST properties available, each with its own unique set of risks and rewards.
Amazon Unlocks the Potential of Passive Real Estate Investing
It is called the Amazon Effect—and you’ve probably heard a lot about it. The ecommerce giant has reshaped, well, nearly everything, from the way that consumers think about shopping and accessing goods to the global supply chain. For institutional investors, the Amazon Effect has squarely placed industrial properties as the darling of the commercial real estate market, and Amazon tenants are among the most coveted.
Diversification Among Delaware Statutory Trust Property Types
Share on facebook Facebook Share on twitter Twitter Share on linkedin LinkedIn Share on email Email Investment property owners generally own one property type, in one geographic area. The reasoning behind this approach is understandable – owners develop a proficiency acquiring and managing a particular property type, such as residential rentals or multi-family properties, and […]
