1031 Exchange Insurance

What is “Exchange Insurance” and How Can it Be Used?

Real estate investors regularly hear the adage “money is made on the buy” preached by fellow investors, brokers and experts alike. If so, how does it make sense that market conditions can both simultaneously support the sale of a property and an exchange into a similar property? Logically it seems that either the market supports …

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Understand DST Structure & Costs

Understanding DST Structure & Costs

There comes a time for most investment property owners when actively managing investment property no longer fits their objectives. We write and consult extensively about various options owners have available to them to eliminate active management, each of which has respective strengths and weaknesses. One popular option for individuals, who prioritize preservation of capital and …

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DST Property Types

Diversification Among Delaware Statutory Trust Property Types

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 want the properties to be within a commutable distance of their home. The problem with this …

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How to Retire from Managing Your Rental Property with a Delaware Statutory Trust

Real estate ownership has the potential to present a tremendous opportunity for individuals to grow their net worth through time, value-add work, and smart management. Every year, we work with dozens of owners who have acquired and managed multiple investment properties, often while maintaining their day-jobs. Eventually, real estate may end up serving as these …

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Why Consider Exchanging into a Delaware Statutory Trust (DST)?

Investment real estate presents a tremendous opportunity for individuals to grow their net worth through time, value-add work and smart management. We have worked with dozens of clients who have acquired and managed multiple investment properties while maintaining their day-jobs. Ultimately, these real estate holdings end up serving as our client’s “Personal Property Pension Plan,” …

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