Author name: John Lebeau

About Our Founder, John J. Lebeau: A seasoned, financial industry veteran with a diversified, 40-year background from Wall Street to Palm Beach, John Lebeau began his career in 1981 at E.F. Hutton, investing in the corporate stock of 82 corporations for its employees’ monthly stock investment plans. A year and a half later, he was sitting on the institutional trading desk of the venerable and iconic, investment research and management firm, Sanford C. Bernstein & Co. (now AllianceBernstein, L.P. 26 years later, in 2008, he left the corporate world as a VP/Sales Director in the Wealth Management division of BNY Mellon’s South Florida Region in its West Palm Beach office. Soon after, he went into private practice as a Registered Investment Advisor (RIA), under the firm name John J. Lebeau & Co. This boutique RIA commanded a niche specialty practice in South Florida in Reg. D venture capital consulting. John semi-retired in 2014, to pursue various business and personal goals, one of which is now sharing his knowledge of finance with his readers, subscribers, customers and clients at EarnLearnSaveInvest.com. During his career in Palm Beach, John spent fifteen years as the father of opposite sex twins, whom he raised single-handedly from the age of three. He is also a passionate sailor with a Viking-like attachment to a 40-year-old, well-traveled, New England-built sloop, s/v Vent d’Ete.

Delaware Statutory Trust (DST) 1031 Exchange Guide

     This guide outlines the key steps, questions, and considerations to help you identify trusted DST sponsors, set up a 1031 exchange process, and analyze DST investment opportunities effectively. I.  Finding Trusted DST Sponsors A. Qualities to Look For:      1. Reputation and Track Record           a. Proven history […]

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ATTENTION REAL ESTATE INVESTORS! Taking a Stepped-up Basis on an UPREIT Real Estate Asset

4th in a 4-part Series:      When an individual heir or an irrevocable grantor trust inherits an interest in an UPREIT (Umbrella Partnership Real Estate Investment Trust), the possibility of receiving a stepped-up basis depends on the specific structure of the inherited asset and the applicable tax laws. A. Direct Ownership of REIT Shares:

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ATTENTION REAL ESTATE INVESTORS! Combining a Delaware Statutory Trust (DST) Exchange with a 721 Exchange (UPREIT) for Ultimate Liquidity and Tax Savings

3rd in a 4-part Series:      What really adds sizzle to the DST 1031 exchange strategy is another, almost unknown tax code “loophole” of sorts known as the 721 Exchange, or UPREIT. Combined with a DST 1031 exchange, an UPREIT allows the investor to defer capital gains taxes indefinitely, and ultimately eliminate them at

ATTENTION REAL ESTATE INVESTORS! Combining a Delaware Statutory Trust (DST) Exchange with a 721 Exchange (UPREIT) for Ultimate Liquidity and Tax Savings Read More »

ATTENTION REAL ESTATE INVESTORS! Using the secret Tax “loophole” called a Delaware Statutory trust (DST) to your advantage

Second in a 4-part Series A. What is a Delaware Statutory Trust (DST)? A Delaware Statutory Trust (DST) is a legal entity established under Delaware law that allows multiple investors to co-own fractional shares of income-producing real estate.  The trust owns the real estate, and investors own beneficial interests, receiving a share of the income, tax benefits and

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ATTENTION REAL ESTATE INVESTORS! Grow your real estate portfolio more efficiently with a 1031 exchange

First in a 4-part Series What IS a 1031 Exchange? A 1031 exchange, named after Section 1031 of the U.S. Internal Revenue Code (IRC), is a tax deferred exchange of investment real estate that allows real estate investors to sell an investment property  and reinvest the proceeds into another, similar property (referred to as a “like-kind” property), without

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ELSI Money QUOTE OF THE DAY – April 25, 2024:

  A man who does not plan long ahead will find trouble right at his door.  – Confucius   Even according to Confucius, in ancient times, planning ahead was extremely important! You never know when something unfortunate could happen. The takeaway: Prepare for the unknown by saving money for a rainy day. –Chime  Confucius was a Chinese

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ELSI Money QUOTE OF THE DAY – April 20, 2024

  Frugality includes all the other virtues. –Cicero An accomplished poet, philosopher, rhetorician, and humorist, Marcus Tullius Cicero (106 BC- 43 BC) was also the greatest forensic orator Rome ever produced. To Cicero, service to the res publica (literally, “the public affair”) was a Roman citizen’s highest duty. –Google Books

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