Choosing the Right Qualified Intermediary for Your 1031 Exchange
A key component within a successful 1031 exchange is selecting a reliable Qualified Intermediary (QI). Tips for selecting a QI for your exchange.
Debt or No Debt? Evaluating DSTs and Tax Savings
We often recommend Delaware Statutory Trusts (DSTs) for their tax deferral benefits under IRC Section 1031. A key feature of many DSTs is non-recourse debt, which may enhance after-tax income for investors.
How to Do A Successful 1031 Exchange
A 1031 Exchange allows property owners to defer their capital gains tax by exchanging their property for “like-kind real estate” (also known as replacement property) with the proceeds from their sale.
How to Find the Right 1031 DST Advisor
When it comes to finding the right investments and meeting deadlines to maintain the eligibility of your exchange, it is absolutely crucial to find an advisor that has the drive to get to know you, and provide suitable investment opportunities.
Benefits of a Delaware Statutory Trust
There are a number of advantages of Delaware Statutory Trust investments for 1031 Exchanges. Diversification, lower minimum investments, financing access are just a few.
When 3.5% Cash Flow is More Attractive Than 5% Cash Flow – Understanding Tax Equivalent Yield
Why should an investor 1031 exchange into a 3.5% projected cash flow multifamily DST instead of the seemingly more attractive 5% net lease DST featuring a FedEx, Tractor Supply, Dollar General, Burger King, or CVS Pharmacy? The answer comes down to the benefits of real estate depreciation and tax equivalent yield.
Why Investment Managers Are Gaining Interest In Zero Cash Flow Properties
For investors selling a property with a large amount of debt as a percentage of total sales price, one type of investment structure that can be especially beneficial.
Southeast Enjoys Outsized Multifamily Demand Due to Stellar Job Growth, InterFace Panelists Concur
The pace at which global corporations are expanding in the Sun Belt is extraordinary. To name just a few companies generating headlines, Amazon is making a sizable investment at its HQ2 in Northern Virginia and new office tower at Nashville.
Valuable Real Estate Tax Benefit Should Escape The Chopping Block, But For How Long?
Before the election, President-elect Joe Biden said he’d look to axe one of small businesses’ most valuable tax benefits. With Democrats taking Senate control, the risk is potentially heightened.
Pandemic Demand Drives Self-Storage Industry Rental Rate Gains
Self-storage rental rates grew over last years as a pandemic-related dislocation spurned a surge in demand across the country.
B. Riley Wealth Management: 2021 Outlook
The Coronavirus Pandemic will dominate the way we look back on this past year. Not just as a 100-year plague that sickened the world and caused millions of deaths, but as an event that completely changed the trajectory of political, economic and cultural trends for years to come.
NNN Leases: Why Long-term Is Not Always a Good Term
Triple Net Property leases, commonly known as NNN leases or net-net-net investments, are a well-known favorite amongst experienced investors. However, many of the significant benefits that make NNN leases so favorable also have the potential to be a downside.
How to Diversify your Portfolio With 1031 DSTs
Delaware Statutory Trusts (DSTs) can help you diversify your portfolio, but they can also provide suitable solutions to a host of other challenges you might face in the real estate market, specifically within the parameters of a 1031 exchange.
Top Misconceptions About 1031 Exchanges
In the farming industry, a 1031 real estate exchange is a common strategy to allow a farmer “defer” paying the capital gains and/or ordinary income taxes on an investment property when it is sold, as long as the “like-kind property” is purchased with the profit gained by the sale of the first property.
California Form 3840 Required for Some Tax-Free Exchanges
When a taxpayer does a “tax-free exchange” of California real estate for real estate in some other state, California form 3840 is required to be filed each year and when the replacement property is sold.