How 45-Day Identification Works With Fractional DST Interests

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Entering a Delaware Statutory Trust (DST) creates opportunities for passive income, heightened diversification, and more. However, you must follow certain rules when investing, especially if you’re using the DST to finish a 1031 exchange.

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

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Embarking on a 1031 Exchange with a mixed-use property can be an astute move for savvy investors looking to defer capital gains taxes. This complex process allows you to reinvest in new properties while maintaining the value of your investment capital. However, mixed-use properties present additional challenges that require careful navigation to ensure compliance with IRS regulations.

Nov 30, 2025

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

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Navigating real estate investment can often feel like navigating a vast landscape dotted with both opportunities and challenges. For property owners exploring ways to exit their investments, one strategy gaining traction is the use of UPREITs (Umbrella Partnership Real Estate Investment Trusts). If you're managing operating partnership (OP) units and contemplating a move, here's a strategic overview of how and when to sell them.

Nov 29, 2025

How Interest Rate Fluctuations Affect UPRIET Investments

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The landscape of real estate investment, like many other sectors, is often influenced by fluctuations in interest rates. For investment property owners, understanding this relationship is essential, particularly when engaged in investments like UPREITs (Umbrella Partnership Real Estate Investment Trusts). These investment vehicles offer a unique blend of flexibility and risk mitigation, but are not immune to the broader economic tides that shift with interest rate changes.

Nov 29, 2025

How UPREITs Impact Your Tax Basis and Capital Gains

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In the realm of real estate investment, knowing the intricacies of tax implications can be as important as managing the properties themselves. For investment property owners, the concept of Umbrella Partnership Real Estate Investment Trusts (UPREITs) offers a strategic pathway to defer taxes, yet it also brings complexities, particularly in relation to tax basis and capital gains.

Nov 28, 2025

When Does an UPREIT Make Sense For Real Estate Investors?

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For investment property owners contemplating their next strategic move, an Umbrella Partnership Real Estate Investment Trust (UPREIT) might be a compelling option. This structure allows seasoned real estate professionals to inject unique flexibility and liquidity into their portfolios while potentially deferring capital gains taxes.

Nov 27, 2025

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