Navigating Interest Rate Risk in DST Investments
Participating in a Delaware Statutory Trust (DST) offers several potential benefits to investors, such as passive income and access to institutional-grade real estate assets. When structured through a 1031 exchange, DSTs may also provide tax-deferral opportunities. However, as with any investment, DSTs are subject to various risks—including interest rate risk.
Can You Do a 1031 Exchange on a Manufactured Home?
A 1031 exchange is a tax-deferred investment strategy that lets you swap two like-kind properties. Since the transaction may qualify for tax deferral, you can delay capital gains tax payments and preserve your capital. However, taxes are not eliminated and may apply under certain circumstances. The types of assets you can exchange are regulated by the IRS, so you can’t exchange properties on a whim.
Unlocking the Hidden AUM in Your Client Book
When most people think of “assets under management” (AUM), they think of portfolios of equities, bonds, and cash equivalents. However, for many investment property owners, a large portion of their net worth exists outside these traditional channels, in the form of physical real estate.
Can You Reinvest in Property to Defer Capital Gains Tax?
Selling an investment property can trigger a substantial capital gains tax bill—a reality that often surprises real estate owners. But under certain IRS-recognized conditions, reinvesting the proceeds into another qualifying investment can offer the opportunity to defer or even reduce this tax exposure. Let’s look at how this works, the strategies available, and key considerations for investors seeking.
How Do You Analyze REITs?
Real estate investment trusts (REITs) can provide investors with access to income-producing real estate and may offer potential diversification within an investment portfolio. However, evaluating a REIT involves careful analysis of various performance and structural factors. One common metric investors consider is the rate of return, which can help compare REIT performance across different sectors and strategies.
What Is a Non-Correlated Asset or Investment?
One constant in investing is that markets fluctuate—sometimes rising steadily, other times declining sharply. Fluctuations are inevitable, and these changes pose both opportunity and risk. Some investors may find market timing thrilling; others simply want a more conservative approach and maintain steady growth. For those seeking to manage risk exposure, diversification across asset classes is a common strategy. But not all diversification is equal. A key consideration is whether the assets within a portfolio move in tandem—or independently. This is where non-correlated assets come into play.
