DST Market Trends Advisors Should Watch
Delaware Statutory Trusts (DSTs) are playing a growing role in tax-deferred real estate strategies.. While DSTs have long been used in 1031 exchanges, market forces are shaping new dynamics that are influencing how advisors and investors evaluate these structures.
Can You 1031 Out of a TIC?
Being a co-owner in a tenancy-in-common (TIC) can offer advantages, such as access to larger properties, but it may also introduce structural limitations. Investors seeking greater control or portfolio simplification may consider exiting a TIC interest. This raises an important question: can a TIC interest be exited through a 1031 exchange?
Making IPWM Part of Your Core Offering: Operational Integration Tips
Investment Property Wealth Management (IPWM) is no longer a niche service. It’s becoming an increasingly relevant capability, particularly for advisors working with clients who have substantial real estate holdings. For advisors looking to differentiate and add value, integrating IPWM into the core offering may offer a strategic opportunity.
How DST Investments May Support Estate Settlements
When someone passes away, their loved ones don’t only face grief and loss. Estate settlement can become a complicated legal and financial process, involving debt resolution, tax considerations, and asset distribution. Managing debts, resolving taxes, and distributing assets can become a burden. You do not want to leave this type of legacy to your loved ones.
How Fractional Real Estate May Support Multi-Generational Wealth Strategies
As families prepare for wealth transfer, advisors are increasingly called upon to help families create strategies that support preservation and grow capital across generations. Real estate continues to play a meaningful role in legacy portfolios —but traditional ownership models can present challenges. Management responsibilities, illiquidity, and concentrated risk often hinder long-term planning.
Using 1031 Exchanges for Succession Planning in Family-Owned Businesses
A family-owned business is often created with the goal of building a legacy and supporting future generations. However, succession planning can be a complex and sensitive undertaking. The stakes can be high, especially if real estate is part of your business’s assets. One strategy that may be used to defer capital gains taxes and align real estate holdings with long-term planning goals is the Section 1031 exchange.
