Questions to Ask a Financial Advisor About a 1031 Exchange and DST Investment
If you are considering a 1031 exchange into a Delaware Statutory Trust, ask your financial advisor questions that clarify tax-deferral requirements, suitability, fees, liquidity, sponsor quality, and exit options. The goal is not just to complete the exchange, but to understand whether a passive, longer-term DST investment fits your objectives, risk tolerance, and cash-flow needs.
1031 Exchange News: What Real Estate Investors Should Watch Now
Real estate investors should watch three things in 1031 exchange news right now: whether tax policy proposals affect capital gains deferral, whether IRS timing and reporting rules are becoming more important in a slower or uneven market, and whether backup replacement options such as DSTs or other structures fit their situation before a sale closes.
Questions to Ask Your Tax Advisor Before Starting a 1031 Exchange
Before starting a 1031 exchange, ask your tax advisor whether an exchange makes sense for your situation, how much tax you may actually defer, what deadlines and identification rules apply, how debt and closing costs could create taxable boot, and what records and reporting will be required. Clear answers upfront can help you avoid expensive mistakes.
How to Create a Real Estate Exit Strategy Before Selling an Investment Property
Creating a real estate exit strategy before selling an investment property means deciding, in advance, what you want the sale to accomplish and how you plan to handle taxes, timing, debt, and reinvestment. A good exit strategy helps you avoid rushed decisions, preserve more equity, and align the sale with your income, estate, and portfolio goals.
1031 Exchange vs. Opportunity Zone Investment: Which Tax Strategy Fits Your Goals?
A 1031 exchange generally suits investors who want to stay in real estate, preserve their full equity, and defer taxes by rolling over into another like-kind property. An Opportunity Zone investment may fit investors who want to reinvest capital gains more flexibly, accept a longer hold, and potentially exclude future appreciation on the new investment.
1031 Exchange vs. Cashing Out: How to Compare Your Options After a Property Sale
A 1031 exchange usually makes more sense when you want to keep investing and preserve more equity by deferring capital gains and depreciation recapture taxes. Cashing out may be the better fit when liquidity, simplicity, or a change in investment direction matters more than tax deferral.
