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 […]
Delaware Statutory Trust (DST) 1031 Exchange Guide Read More »
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:
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
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
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
Welcome to the Commodities In-Depth Section of the IN DEPTH TOPICS Category on EarnLearnSaveInvest.com. In this Section, we embark on a comprehensive exploration of the fascinating world of commodities, providing advanced insights and analyses to help you navigate the complexities of this diverse asset class. Let’s delve into the key components that make
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Welcome to the Crypto Market In-Depth Section of the IN DEPTH TOPICS Category at EarnLearnSaveInvest.com. In this Section, we embark on an exhilarating journey into the dynamic and ever-evolving world of cryptocurrencies, providing advanced insights and analyses to help you navigate the complexities of the crypto market. Let’s explore the key components that
Decoding The Crypto Cosmos: In-depth Crypto Topics Read More »
Welcome to the Bond Market In-depth Section of the IN-DEPTH TOPICS Category at EarnLearnSaveInvest.com. In this Section, we embark on an illuminating journey into the intricate world of bonds, providing advanced insights and analyses to help you navigate the complexities of fixed-income investing. So, let’s delve into the key components that make this
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Dirt. Soil. Farmland. U.S. farmland. Can it be an investable asset if you’re not a farmer and don’t want to be? The answer you might be surprised to know, is a resounding, “Yes,” and farmland (specifically, U.S. farmland), is especially suitable to the investor looking for alternative investments to a traditional stock/bond/mutual fund portfolio.
U. S. Farmland as an Alternative Investment: Something to Consider for Your Portfolio? Read More »
Welcome to the Real Estate In-Depth Section of the IN-DEPTH TOPICS Category at EarnLearnSaveInvest.com. In this Section, we embark on an immersive journey into the multifaceted world of real estate, providing advanced insights and analyses to help you navigate the complexities of real estate investing. Let’s explore the key components that make this
In-depth Topics in Real Estate Read More »
