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Learn How to Take Cash and Avoid Boot at the Sale of Your Relinquished Property

Creating Tax-Free Liquidity with a Delaware Statutory Trust The incentive of a 1031 Exchange is to allow a taxpayer to defer 100% of their capital gains tax liability when selling an investment property. But what are you to do if you would like to take cash out at the sale of your property? Can you

2022-09-16T15:59:38+00:00September 16th, 2022|1031 Exchanges, Real Estate|

How to Maximize Your Cash Flow With a 1031 Exchange

A Case Study on the Tax-Advantaged Power of a Delaware Statutory Trust The year is 2002, and it is the beginning of a story about the American Dream. Two first-generation American brothers had achieved the pinnacle of success their immigrant parents had always dreamed of. They had worked through college and med school to become

2022-09-08T17:27:33+00:00September 8th, 2022|1031 Exchanges, Asset Protection, Family, Real Estate, Tax Planning|

Essential Things to Know About 1031 Exchanges and DST’s

Our newest guide, Tax-deferred Strategies for Real Estate, provides a comprehensive overview of the 1031 Exchange and DST investment strategy. If you have not yet downloaded your guide, do so now and learn more about: The origin of the 100-year-old 1031 Exchange The wide range of replacement properties you could own Basic rules and requirements

2022-08-26T18:04:16+00:00August 26th, 2022|1031 Exchanges, Real Estate|

Benefits of a DST 1031 Exchange

A Delaware Statutory Trust (DST) is a legal entity that allows you to co-invest with other investors in one or multiple real estate investment properties. A DST 1031 Exchange is when an investor completes a 1031 Exchange by purchasing DST interests as their replacement property. There are many potential benefits to doing so. Potential Benefits

2022-08-18T21:00:49+00:00August 18th, 2022|1031 Exchanges, Real Estate|

Selling Property vs. 1031 Exchange

Let the math do the talking in this illustration of the financial advantages of a 1031 Exchange. In the past we have introduced readers to the concept of a 1031 Exchange, highlighting the process of an exchange and several critical timelines to follow. We now want to help illustrate the power of tax deferral when

2022-08-18T16:16:05+00:00August 18th, 2022|1031 Exchanges, Real Estate|

3 Steps to Deferring Capital Gains Tax When Selling Real Estate

A 1031 Exchange is a powerful way to defer Capital Gains when selling a real estate investment. This process can generally be broken down into three steps: Step 1 Once you have determined you want to use a 1031 Exchange to sell your investment property, you need to ensure the proceeds from your sale are

2022-08-18T16:18:04+00:00August 17th, 2022|1031 Exchanges, Real Estate|

How To Defer Capital Gains Taxes With a 1031 Exchange

It has been called one of the greatest wealth-building strategies ever devised. Section 1031 of the Internal Revenue Service Code allows investment property owners to sell real property, reinvest the proceeds in "like-kind" exchange property, and defer capital gains tax. What is a 1031 Exchange? The IRS has allowed tax-deferred exchanges for over one hundred

2022-08-16T20:28:49+00:00August 16th, 2022|1031 Exchanges, Real Estate|

The Top 5 Misconceptions About 1031 Exchanges In 2022

After a tsunami of a year facilitating 1031 Exchange transactions, we found there are many misconceptions among investors about 1031 Exchanges. Here are five of the most common areas of investor confusion: Reverse Exchanges Are Quick & Simple: Identifying replacement property in a hot market was a challenge for 1031 Exchangers this past year,

2022-08-11T19:49:37+00:00August 4th, 2022|1031 Exchanges, Asset Protection, Real Estate, Tax Planning|

The “Drop & Swap” Alternative In A 1031 Exchange: Do As You See Fit With Your Proceeds

Partners in an LLC selling real property may be bracing to receive the sale proceeds and pay capital gains tax. But what happens when the partners disagree on the exit strategy and one or two partners want to continue deferring taxes? Fortunately, there is a strategy known as "Drop and Swap" where partners can

2022-08-25T20:19:46+00:00August 4th, 2022|1031 Exchanges, Business Tips, Real Estate|

Quit Being a Landlord & Retire: How DST’s Help Retirees Find Time & Freedom!

Great news! Your CPA has informed you, "you will make a lot of money through your real estate portfolio...the bad news, you will have to cut a fat check to the IRS; you're getting killed on capital gains taxes and depreciation recapture." Sure, you're familiar with the 1031 Exchange Tax Code. You are at the

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