If you are considering a 1031 exchange into a Delaware Statutory Trust, ask your financial advisor questions that clarify tax-deferral requirements, suitability, fees, liquidity, sponsor quality, and exit options. The goal is not just to complete the exchange, but to understand whether a passive, longer-term DST investment fits your objectives, risk tolerance, and cash-flow … [Read more...] about Questions to Ask a Financial Advisor About a 1031 Exchange and DST Investment
1031 Exchange News: What Real Estate Investors Should Watch Now
Real estate investors should watch three things in 1031 exchange news right now: whether tax policy proposals affect capital gains deferral, whether IRS timing and reporting rules are becoming more important in a slower or uneven market, and whether backup replacement options such as DSTs or other structures fit their situation before a sale closes. … [Read more...] about 1031 Exchange News: What Real Estate Investors Should Watch Now
How Should CRE Professionals Finish Q4 and Prepare for 2027?
What separates a strong fourth quarter from a year-end slowdown? In this episode, Fernando Arencibia, Jr. and Jennifer Wollmann explain how commercial real estate professionals and investors can use the final months of the year to close active opportunities, build a healthier pipeline, and enter 2027 with momentum. The hosts compare two complementary approaches: reviewing the … [Read more...] about How Should CRE Professionals Finish Q4 and Prepare for 2027?
1031 Exchange Related Party Rules
“Related party” may sound like a straightforward concept, but in a 1031 exchange, it can be anything but. It’s easy to think of related parties as simply members of the same family. But Section 1031 takes a broader view, and those relationships can affect how an exchange is structured and whether special rules apply. Certain transactions between related parties are subject to … [Read more...] about 1031 Exchange Related Party Rules
How to Create a Real Estate Exit Strategy Before Selling an Investment Property
Creating a real estate exit strategy before selling an investment property means deciding, in advance, what you want the sale to accomplish and how you plan to handle taxes, timing, debt, and reinvestment. A good exit strategy helps you avoid rushed decisions, preserve more equity, and align the sale with your income, estate, and portfolio goals. … [Read more...] about How to Create a Real Estate Exit Strategy Before Selling an Investment Property