Realized 1031 Blog Articles

How Appraisals Influence NAV in Passive Real Estate

Dec 12, 2025

What “Core,” “Core-Plus,” “Value-Add,” and “Opportunistic” Mean in Passive Funds

Dec 12, 2025

Sponsor Evaluation for Passive Investors: Track Records, Teams, and Process Controls

Dec 11, 2025

Understanding Use of Leverage in Passive Vehicles

Dec 11, 2025

Reading a Private Real Estate Fee Stack

Dec 10, 2025

Evergreen vs. Closed-End Real Estate Vehicles

Dec 10, 2025

Secondary Markets for Passive Real Estate Interests

Dec 9, 2025

Build-to-Rent Funds: A Passive Path to SFR Exposure

Dec 9, 2025

Co-Investment Sidecars: What They Are and How They Differ from Main Real Estate Funds

Dec 8, 2025

Interval Funds for Real Estate Exposure: How Subscriptions and Tenders Work

Dec 8, 2025

How Non-Traded NAV REITs Handle Redemptions and Pricing

Dec 7, 2025

Using Risk Budgets for Passive Real Estate

Dec 7, 2025

Income Targeting vs. Total Return in Passive Property Vehicles

Dec 6, 2025

Inflation Linkage in Passive Real Estate

Dec 6, 2025

The Passive Real Estate Spectrum: From Traded REITs to DSTs and Interval Funds

Dec 5, 2025

Building a Passive Real Estate Sleeve: Allocation Models and Rebalancing Considerations

Dec 5, 2025

DST Reserves, Return of Capital, and Their Impact on Adjusted Basis

Dec 4, 2025

Passive Losses and DSTs: What Happens to Suspended Losses After an Exchange?

Dec 4, 2025

Meeting 1031 Debt-Replacement Requirements Using DST Financing

Dec 3, 2025

How Zero-Coupon DST Loans Affect Basis, Cash Flow, and Exit

Dec 3, 2025

Coordinating Your Qualified Intermediary and DST Sponsor: Paperwork, Escrows, and Assignments

Dec 2, 2025

DST 1031 Exchange Timeline: From Sale Proceeds to Subscription Docs

Dec 1, 2025

How 45-Day Identification Works With Fractional DST Interests

Dec 1, 2025

How to Successfully Do a 1031 Exchange With a Mixed-Use Property

Nov 30, 2025

UPREIT Exit Strategies: How and When to Sell Your Operating Partnership Units

Nov 29, 2025

How Interest Rate Fluctuations Affect UPRIET Investments

Nov 29, 2025

How UPREITs Impact Your Tax Basis and Capital Gains

Nov 28, 2025

When Does an UPREIT Make Sense For Real Estate Investors?

Nov 27, 2025

Using UPREITs for Retirement Income Planning

Nov 27, 2025

Triple Net Leases and Estate Planning: What Investors Should Consider

Nov 26, 2025

Healthcare UPREITs: Investing in Medical and Senior Housing Facilities

Nov 26, 2025

Fractional Ownership Structures in NNN Lease Properties

Nov 25, 2025

Triple Net Lease Exit Strategies: What Options Are Available to Owners

Nov 25, 2025

How Triple Net Leases Compare to REIT Investments

Nov 24, 2025

Creditworthiness of Tenants and Why It Matters in NNN Leases

Nov 24, 2025

How Interest Rate Changes Impact Triple Net Lease Investments

Nov 23, 2025

The History and Evolution of Triple Net Leases in Commercial Real Estate

Nov 23, 2025

Combining DSTs and Triple Net Leases: Strategies for Tax Deferral

Nov 22, 2025

Triple Net Lease vs. Ground Lease: Pros and Cons for Investors

Nov 22, 2025

Navigating Lease Terminations and Extensions in Triple Net Leases

Nov 21, 2025

Portfolio Diversification Using Triple Net Lease Investments

Nov 21, 2025

Legal Considerations for Triple Net Lease Agreements: Key Clauses To Know

Nov 20, 2025

Understanding Depreciation in Triple Net Lease Investments

Nov 20, 2025

Tax Benefits of Investing in Triple Net Lease Properties

Nov 19, 2025

Managing Renewal Risk in Triple Net Lease Agreements

Nov 19, 2025

What Happens If Your Triple Net Lease Tenant Goes Bankrupt?

Nov 18, 2025

Mitigating Vacancy Risk in Triple Net Lease Properties

Nov 18, 2025

Red Flags When Evaluating a Triple Net Lease Property

Nov 17, 2025

Due Diligence Checklist for Triple Net Lease Investments

Nov 17, 2025

Triple Net Lease Opportunities in Convenience Stores and Gas Stations

Nov 16, 2025

How Credit Ratings of Tenants Impact Triple Net Lease Investments

Nov 16, 2025

How Divorce Settlements Can Trigger Capital Gains Tax

Nov 15, 2025

Medical and Healthcare Properties: Unique Aspects of NNN Lease Investments

Nov 15, 2025

Capital Gains on Mixed-Use Properties

Nov 14, 2025

The Role of State Taxes in Capital Gains Obligations

Nov 13, 2025

Capital Gains & Retirement Planning: Key Considerations

Nov 12, 2025

Capital Gains & Depreciation Recapture: What Is the Difference?

Nov 11, 2025

Capital Gains Rules for Vacation Homes & Second Properties

Nov 10, 2025

The Primary Residence Exclusion & How It Impacts Capital Gains

Nov 9, 2025

Understanding Basis: Why It Matters for Capital Gains

Nov 8, 2025

How Capital Gains Taxes Work for Real Estate vs. Stocks

Nov 7, 2025

What is the Net Investment Income Tax & How Does It Affect Capital Gains?

Nov 6, 2025

Impact of Inflation on Triple Net Lease Investments

Nov 5, 2025

Leveraging Debt in Triple Net Lease Investments: The Risks and Rewards

Nov 4, 2025

Cash Flow Management in a Triple Net Lease Investment

Nov 3, 2025

Triple Net Lease Valuation: How To Determine If You’re Getting a Fair Price

Nov 2, 2025

How To Evaluate If a Triple Net Lease Investment Is Right for You

Nov 1, 2025

Breaking Down Tenant and Landlord Responsibilities in a Triple Net Lease

Oct 31, 2025

Single, Double, and Triple Net Leases: Understanding Key Differences

Oct 30, 2025

Why Investors Choose Triple Net Leases: Key Benefits and Risks

Oct 30, 2025

ESG Considerations for Triple Net Lease Investors

Oct 29, 2025

Understanding Cap Rates for Triple Net Lease Properties

Oct 28, 2025

DST Investments: Navigating SEC and FINRA Regulations

Oct 28, 2025

Evaluating Delaware Statutory Trust Investments in Self-Storage Facilities

Oct 27, 2025

Managing Risk in DST Investments During Economic Downturns

Oct 27, 2025

DSTs and Green Real Estate: Investing in Sustainability

Oct 26, 2025

Using DSTs To Access Institutional-Quality Real Estate

Oct 26, 2025

What Investors Should Know About DSTs for Senior Housing

Oct 25, 2025

Using DSTs To Transition From Active to Passive Real Estate Investing

Oct 25, 2025

DST Investments: Understanding Distributions and Cash Flow

Oct 24, 2025

Navigating Inflation and Economic Uncertainty With UPREIT Investments

Oct 24, 2025

Technology and Innovation in UPREIT Property Management

Oct 23, 2025

The Impact of Market Volatility on UPREIT Performance

Oct 22, 2025

The Role of Limited Partners in an UPREIT Structure

Oct 22, 2025

Diversification Through UPREITs: Expanding Your Real Estate Portfolio

Oct 21, 2025

The Risks Associated With UPREIT Investments

Oct 21, 2025

UPREIT Conversion: Tax Implications Investors Need To Understand

Oct 20, 2025

Depreciation and UPREITs: How Investors Can Benefit

Oct 20, 2025

Common Myths About Delaware Statutory Trust Investments

Oct 19, 2025

How Do UPREITs Provide Tax Deferral Benefits to Property Owners?

Oct 19, 2025

What Happens If a Delaware Statutory Trust Sponsor Goes Bankrupt?

Oct 18, 2025

Is a Delaware Statutory Trust Right for First-Time Real Estate Investors?

Oct 17, 2025

How Long Does It Take To Set Up a Delaware Statutory Trust?

Oct 16, 2025

When Is the Best Time To Invest in a Delaware Statutory Trust?

Oct 15, 2025

Benefits and Drawbacks of Investing in an UPREIT Structure

Oct 14, 2025

How to Calculate Capital Gains When Selling Partial Ownership of Property

Oct 13, 2025

How Does an UPREIT Transaction Work? A Step-by-Step Guide

Oct 13, 2025

How to Minimize Capital Gains on a Rental Property Sale

Oct 12, 2025

Are There Capital Gains Taxes On Cryptocurrency Sales?

Oct 11, 2025

Strategies for Handling Capital Gains After Selling A Business

Oct 10, 2025

How To Avoid Capital Gains Tax On Collectibles

Oct 9, 2025

What Improvements Reduce Your Capital Gains Liability?

Oct 9, 2025

Capital Gains and Your 401(k): What You Need to Know

Oct 8, 2025

Capital Gains Tax Implications When Subdividing Land

Oct 7, 2025

Capital Gains Tax Planning for Family-Owned Businesses

Oct 6, 2025

Capital Gains Taxes on Agricultural Equipment Sales

Oct 6, 2025

Capital Gains on Property Transferred Through Divorce Settlements

Oct 5, 2025

What Happens to Capital Gains Taxes in Bankruptcy?

Oct 4, 2025

Understanding Economic Risk In Real Estate

Oct 3, 2025

How To Successfully Do a 1031 Exchange Into a Mixed-use Property

Oct 2, 2025

How Capital Gains Affect Inherited Vacation Homes

Oct 2, 2025

Interest Rate Risk: How Rising Rates Impact Real Estate Investments

Oct 1, 2025

Understanding Short-Term vs. Long-Term Capital Gains in Real Estate

Sep 30, 2025

Do You Have To Pay Capital Gains Tax When You Gift Property?

Sep 29, 2025

How To Avoid Capital Gains When Selling Land

Sep 28, 2025

Combining UPREIT and DST Structures: Strategic Considerations

Sep 27, 2025

How UPREITs Are Adapting to Changing Real Estate Market Trends

Sep 27, 2025

Using UPREITs for Estate Planning and Wealth Transfer

Sep 26, 2025

What Is an UPREIT and How Does It Differ From Traditional REITs?

Sep 25, 2025

Delaware Statutory Trusts and Urban vs. Suburban Investment Strategies

Sep 24, 2025

Can You Use DST Investments as Collateral for Loans?

Sep 24, 2025

Industrial and Warehouse Properties in an UPREIT: Opportunities and Risks

Sep 23, 2025

Sustainability and ESG in UPREIT Investments: Risks and Opportunities

Sep 22, 2025

Common Misunderstandings About the 1031 Exchange Process

Sep 21, 2025

How Does a 1031 Exchange Impact Property Insurance?

Sep 21, 2025

Using a 1031 Exchange To Consolidate Your Real Estate Portfolio

Sep 20, 2025

Pros and Cons of Doing a 1031 Exchange Into Retail Property

Sep 19, 2025

Can You Do a 1031 Exchange With Distressed Properties?

Sep 18, 2025

Liquidity Solutions for Delaware Statutory Trust Investors

Sep 17, 2025

Using a 1031 Exchange to Transition Into Senior Housing

Sep 17, 2025

Common Legal Pitfalls in UPREIT Transactions and How To Avoid Them

Sep 16, 2025

Governance in UPREITs: What Investors Should Look For

Sep 16, 2025

UPREIT Partnership Agreements: Key Terms and What To Watch Out For

Sep 15, 2025

Evaluating Liquidity and Exit Strategies in UPREIT Investments

Sep 15, 2025

Can You Exit a Delaware Statutory Trust Early?

Sep 14, 2025

Office Properties in UPREITs: Managing Vacancy and Market Risk

Sep 14, 2025

Why Multifamily Properties Are Popular in Delaware Statutory Trusts

Sep 13, 2025

Investing in Healthcare Real Estate Through Delaware Statutory Trusts

Sep 13, 2025

Residential UPREITs: Multifamily and Single-Family Opportunities and Risks

Sep 12, 2025

What To Know About Refinancing DST Properties

Sep 12, 2025

Step-Up in Basis vs. Carryover Basis: Understanding Capital Gains Impact

Sep 11, 2025

Capital Gains on Timberland Investments: How They’re Taxed

Sep 10, 2025

Urbanization Risk: Implications for Real Estate Investors

Sep 10, 2025

Title Risk in Real Estate: Avoiding Ownership Disputes

Sep 9, 2025

How Loan-to-Value Ratios Affect Real Estate Risk Exposure

Sep 9, 2025

Debt Risks in Real Estate Syndications: What Investors Should Know

Sep 8, 2025

Understanding Refinancing Risk in Commercial Real Estate

Sep 7, 2025

Mitigating Inflation Risk in Your Real Estate Investments

Sep 6, 2025

Portfolio Diversification: Reducing Real Estate Investment Risk

Sep 5, 2025

Capital Gains Taxes on Agricultural Equipment Sales

Sep 5, 2025

Can You Spread Out Capital Gains Taxes Using Installment Sales?

Sep 4, 2025

Capital Gains Tax Planning for Family-Owned Businesses

Sep 3, 2025

What Is a Capital Gains Reserve and How Does It Work?

Sep 3, 2025

Using Donor-Advised Funds to Minimize Capital Gains Taxes

Sep 2, 2025

Office Properties in UPREITs: Managing Vacancy and Market Risk?

Sep 2, 2025

Capital Gains Considerations for High-Income Investors

Sep 1, 2025

Long-Term Implications of a 1031 Exchange

Sep 1, 2025

From Landlord to Legacy: Helping Clients Transition to Passive Income

Aug 31, 2025

How To Handle Inherited 1031 Exchange Properties

Aug 30, 2025

Understanding DSTs as an Alternative Real Estate Investment

Aug 29, 2025

Uses and Risks of Using Zero Cash-Flow Properties in a 1031 Exchange

Aug 29, 2025

Can You Use Multiple Qualified Intermediaries in a Single Exchange?

Aug 28, 2025

Reverse Vs. Forward 1031 Exchanges: Pros and Cons of Each Type

Aug 28, 2025

1031 Exchanges and ESG Investing: Opportunities and Limitations

Aug 27, 2025

Dividable Real Estate Assets for Balanced Estate Plans

Aug 26, 2025

Can DST Investments Be Liquidated Early?

Aug 25, 2025

Can You Recover a Failed 1031 Exchange? Steps and Considerations

Aug 25, 2025

How Inflation May Influence 1031 Exchange Strategy

Aug 24, 2025

Navigating a 1031 Exchange in a Bankruptcy Situation

Aug 23, 2025

How 1031 Exchanges Support Multigenerational Estate Planning

Aug 22, 2025

How Do Qualified Intermediaries Handle Earnest Money Deposits?

Aug 21, 2025

1031 Exchanges: Understanding the Mechanics of Direct Deeding

Aug 21, 2025

How 1031 Exchanges Can Help Diversify Your Real Estate Portfolio

Aug 20, 2025

How to Quantify and Integrate Real Estate Risk Into Portfolio Planning

Aug 19, 2025

Incorporating 1031 Exchanges Into Your Estate and Legacy Planning

Aug 19, 2025

Can You Revert an UPREIT Structure Back to Direct Property Ownership?

Aug 18, 2025

From Accumulation to Distribution: Transitioning Real Estate into Retirement Income

Aug 17, 2025

How UPREIT Transactions Affect Your Estate’s Tax Liability

Aug 16, 2025

How To Evaluate an UPREIT Sponsor Effectively

Aug 15, 2025

Can DSTs Replace Traditional Real Estate Ownership?

Aug 15, 2025

DST UPREITs: A Tax-Deferred Path Toward Potential Liquidity

Aug 14, 2025

Using UPREITs vs. Direct 1031 Exchanges: Pros and Cons

Aug 14, 2025

Can Qualified Intermediaries Provide Interest on Exchange Funds?

Aug 13, 2025

Can UPREIT Structures Help in Reducing Estate Taxes?

Aug 13, 2025

How Passive Real Estate Strategies May Support Estate Planning Goals

Aug 12, 2025

Can Qualified Intermediaries Be Replaced During an Exchange?

Aug 12, 2025

1031 Exchange Solutions for High-Net-Worth Investors

Aug 11, 2025

How DSTs Can Complement a Traditional Real Estate Portfolio

Aug 11, 2025

DST Market Trends Advisors Should Watch

Aug 10, 2025

Can You 1031 Out of a TIC?

Aug 10, 2025

Making IPWM Part of Your Core Offering: Operational Integration Tips

Aug 9, 2025

How DST Investments May Support Estate Settlements

Aug 8, 2025

How Fractional Real Estate May Support Multi-Generational Wealth Strategies

Aug 8, 2025

Using 1031 Exchanges for Succession Planning in Family-Owned Businesses

Aug 7, 2025

Do Qualified Intermediaries Provide Audited Financial Statements?

Aug 7, 2025

How UPREIT Transactions Can Help Mitigate Depreciation Recapture

Aug 6, 2025

Interest Rate Swaps Explained: Definition, Types, and Examples

Aug 5, 2025

Strategies to Reduce or Defer Capital Gains Tax When Selling Land

Aug 4, 2025

DST Rollovers and Reinvestment Strategies Explained

Aug 3, 2025

Who Can Advise Me on a 1031 Exchange?

Aug 3, 2025

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