The Realized Team’s Picks

Can You 1031 Exchange Out Of A Delaware Statutory Trust (DST)?

Coins with percent signs and house

A 1031 exchange is a powerful tax-deferral strategy for property investors, allowing them to reinvest proceeds from a property sale into “like-kind” properties to defer capital gains taxes. Delaware Statutory Trusts (DSTs) are increasingly popular for fractional ownership of high-value real estate. But what happens when you’re ready to exit a DST? Can you still use a 1031 exchange?

What Are the Seven Deadly Sins of a Delaware Statutory Trust (DST)?

Coins stacked up with house on top

A Delaware Statutory Trust (DST) is a versatile tool for real estate investment property owners to facilitate 1031 exchanges, spread their risk, and potentially receive passive income from real estate investments. However, like any other form of investment, DSTs have pitfalls that must be understood and managed to achieve the desired results.

The Role of Limited Partners in UPREITs: What Investment Property Owners Should Know

People discussing buildings.

If you are an investment property owner, you know that managing and expanding your portfolio comes with challenges. Whether you're aiming to defer taxes, increase liquidity, or diversify, Umbrella Partnership Real Estate Investment Trusts (UPREITs) can be a valuable investment vehicle. However, understanding the role of Limited Partners (LPs) within UPREITs is essential for making informed decisions.

Jan 15, 2025

How Much Do REITs Pay in Dividends? A Guide for Investment Property Owners

People discussing Real Estate.

As an investment property owner, you understand the importance of cash flow and the appeal of dividend income. Understanding how much REITs (Real Estate Investment Trusts) pay in dividends is an important factor when deciding whether to invest in them. REITs offer an attractive way to generate passive income.

Jan 13, 2025

How Does a Delaware Statutory Trust (DST) Provide Asset Protection?

Coins with house and note pad.

Managing Risks in UPREIT Investments: A Guide for Property Owners

Commercial Building

Investing in real estate portfolios can be lucrative, and UPREITs (Umbrella Partnership Real Estate Investment Trusts) present a compelling opportunity for property owners to transition into diversified real estate holdings. While UPREITs offer significant advantages, such as tax deferral and increased liquidity, understanding and managing the associated risks is essential to protect your investment and maximize returns.

Jan 8, 2025

What is a Triple Net (NNN) Lease REIT? A Guide for Investment Property Owners.

Commercial building

Many investment property owners seek to diversify their portfolios, reduce their management burdens, and at the same time, achieve steady streams of income. One solution that can meet these requirements is the Triple Net (NNN) Lease REIT. In this blog, we will learn what a Triple Net Lease (NNN) REIT is, how it works, and whether it would suit your investment plan.

Jan 6, 2025

1031 Exchange 200% Rule: What It Is and How It Works

A person calculating.

The 1031 exchange process is intricate, with the IRS setting up many rules to ensure compliance and avoid abuse of the tax deferral benefits. One such rule is the Three Property Rule which states that an investor may identify up to three like-kind properties to exchange. However, there is a way to exchange more than three properties if an investor chooses to do so. This course of action is possible through the 1031 exchange 200% rule. What does this process entail? How do you leverage it? Below, Realized 1031 has shared an article answering these questions to help you better understand how the 200% rule works. Keep reading to learn more.

Jan 4, 2025

1031 Exchange Michigan: Rules, Taxes, and Other Considerations

Man calculating.

It doesn’t matter whether you’re a wealthy businessman, a humble solopreneur, or a hardworking corporate employee; we all despise the same thing: taxes. Taxes can easily drain your finances, and doing it wrong can exacerbate the depletion of your resources.

Jan 2, 2025

Qualified Intermediary: Role of 1031 Accommodator in Like-Kind Exchange

Commercial real-estate buildings

A 1031 exchange serves as a great strategy to defer taxes for investors considering a real estate sale. The “like-kind” swap is not a taxable event, so there’s no liability for any capital gains you make after the transaction. However, the IRS has set strict rules to ensure that such exchanges aren’t abused and are conducted according to existing guidelines.

Download The Guide To 1031 Exchange

The 1031 Investor's Guidebook
Download eBook