Articles & FAQ

Articles & FAQ

Introduction to the 1031 Exchange

Introducing the 1031 Exchange Real estate investment can be an excellent way to strive to build wealth. As an investor, you may know the benefits of owning a property and the costs associated with selling it. However, there is a way to defer paying taxes on the sale of the original property and reinvest the…

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What Is a 721 UPREIT?

What Is a 721 UPREIT? Real estate investment is a potentially lucrative field that has attracted many investors over the years. As an investor, you can choose from a range of investment structures that offer different potential benefits and risks. One of these investment structures is the 721 UPREIT (Umbrella Partnership Real Estate Investment Trust).…

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Tenant in Common 1031 Exchange

Real estate investments have been a popular choice for investors looking to diversify their portfolios and generate passive income. However, managing a property can be time-consuming and demanding, and selling a property can come with hefty tax implications. This is where a 1031 Exchange comes in handy. It allows investors to defer capital gains taxes…

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What to Expect in Returns When a DST Goes Full Cycle

Wally Smith: When one of these things ends, we call it going full cycle, what should somebody expect? They have a DST, one of the pieces that we have is a resource for people to understand, okay, I bought it, now what’s the care and feeding of this thing? What do I have to do?…

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What is the Financial Time Commitment on a DST?

Wally Smith: And most of them are built on a 10 year chassis though, right? Jeff Hertz: Yeah. Exactly. Wally Smith: Is that statutory that it’d be a 10 year period? Jeff Hertz: It’s not. Really to me it’s all about the loan term, and that stems from the fact that when the IRS created…

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Finding the Right DST Sponsor

Jeff Hertz: The managers of the DST obviously are something you want to spend a significant amount of time researching and feeling comfortable with. Wally Smith: Well, what you said a moment ago about TICs having some element of control. With the DSTs you don’t have any control. Jeff Hertz: Correct. Wally Smith: So you…

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1 Advantage of a DST For a Real Estate Investor

Jeff Hertz: So trust law goes back hundreds of years, even pre the United States. So using a trust has a number of advantages for investors investing in a DST. Number one, I guess one advantage is much lower investment minimums. Most program sponsors have a minimum of maybe $100,000, but I’ve even seen DSTs…

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What Does a Delaware Statutory Trust Have to Do With Delaware?

Wally Smith: Absolutely. Let’s talk about DSTs then. That’s a focus of a lot of what we do, although we work with each of these tools out here, but the DSTs seem to have solved a lot of the issues that we’ve talked about there. So you said you’ve been in them just about since…

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Investment Real Esate

Introduction to the 1031 Exchange

Introducing the 1031 Exchange Real estate investment can be an excellent way to strive to build wealth. As an investor, you may know the benefits of owning a property and the costs associated with selling it. However, there is a way to defer paying taxes on the sale of the original property and reinvest the…

Finding the Right DST Sponsor

Jeff Hertz: The managers of the DST obviously are something you want to spend a significant amount of time researching and feeling comfortable with. Wally Smith: Well, what you said a moment ago about TICs having some element of control. With the DSTs you don’t have any control. Jeff Hertz: Correct. Wally Smith: So you…

1 Advantage of a DST For a Real Estate Investor

Jeff Hertz: So trust law goes back hundreds of years, even pre the United States. So using a trust has a number of advantages for investors investing in a DST. Number one, I guess one advantage is much lower investment minimums. Most program sponsors have a minimum of maybe $100,000, but I’ve even seen DSTs…

What Does a Delaware Statutory Trust Have to Do With Delaware?

Wally Smith: Absolutely. Let’s talk about DSTs then. That’s a focus of a lot of what we do, although we work with each of these tools out here, but the DSTs seem to have solved a lot of the issues that we’ve talked about there. So you said you’ve been in them just about since…

The Key Benefits of DST Investments

Wallace: So the key benefits of somebody buying a DST as opposed to buying another property. I know a lot of folks will say, “Well, that’s my property. I know that property. Why would I want exchange for something I don’t know?” What do you see as the main reasons, the main benefits? Brandon: Well,…

What is a DST? What Kind of Properties Can be in a DST?

Wallace: You know, let’s go over some real basics. Describe what is a Delaware Statutory Trust. Pretty basic question. Brandon: Well, yeah. So, I mean, it’s essentially a wrapper or a type of legal entity that’s established in the state of Delaware. In our context, the trust holds title to the underlying property or properties…

The Basics of 1031 Exchange

The Basics of 1031 Exchange Last Updated 10 April 2020 Introduction We cover the topic of 1031 exchange extensively on our show and podcast The 1031 Show™. This article will compile some of the most important aspects of the 1031 exchange process by way of Finance Bites™. These are clips taken from the full length…

The Basics of Delaware Statutory Trust (DST)

The Basics of Delaware Statutory Trust (DST) Last Updated 10 April 2020 **We are consistently updating and adding to this particular article in order to represent multiple explanations from multiple specialists from various DST sponsors. We work with a number of DST sponsors who may or may not have been featured to date on our…