How Do You Get Your Money Out of a DST?

DSTs (Delaware Statutory Trusts) are unique real estate investments that provide some potential benefits to investors, particularly those who are executing a 1031 exchange or simply want to transition from active investment to passive. Here is how a DST investment works:

Is Real Estate an Alternative Investment?

Once primarily associated with owning a family home, real estate has evolved into a significant investment class, attracting the attention of individuals seeking diversification in their portfolios. As investors seek to expand their financial horizons, the question comes up: is real estate an alternative investment?

Is Depreciation Recapture Ordinary Income?

Owning real estate as an investment can generate certain benefits. There is the potential for cash flow and valuation increase. There can also be certain tax benefits to help offset income. Among these likely benefits is depreciation recapture. But given its purpose with real estate, is depreciation recapture ordinary income?

Nov 17, 2023

What Happens if a Tenant in Common (TIC) Refuses to Sell?

What Happens if a Tenant in Common (TIC) Refuses to Sell?

A tenancy in common (TIC) is an arrangement between two or more individuals (the tenants in common) who share ownership rights to a piece of real estate.

Nov 17, 2023

Can You Do a 1031 Exchange With a Mortgage?

It’s common that a mortgage is part of a 1031 exchange. So yes, you can complete a 1031 exchange with a mortgage. But a few things happen when you do a 1031 exchange with a mortgage, and it's important to know what those are.

Nov 16, 2023

Is Section 1033 Mandatory?

The downside of real estate ownership is the specter of property loss. A powerful storm could destroy your private residence, vacation home, or investment real estate. Or you could learn that your parcel of land might be subject to eminent domain seizure.

Nov 15, 2023

When Should I Receive My 1099-R Form?

A 1099-R form is specifically related to distributions from retirement accounts and is essential for reporting your income accurately to the Internal Revenue Service (IRS). So, when should you expect to receive your 1099-R form?

Nov 14, 2023

How to Choose a DST Advisor

If you’re considering a Delaware Statutory Trust, you could find the array of offerings confusing, perplexing, and frustrating. Which DST is the right one for your risk tolerance and investment goals?

Are Capital Gains Distributions Eligible for Opportunity Zones?

Capital gains distributions differ from capital gains, but the gain is taxable in each case. A capital gain can be short or long-term, depending on whether you owned the asset for over a year. Good examples of capital gains include selling stock, real estate, or collectibles for more than you paid.

What Is SFH in Real Estate?

In the realm of real estate, the term 'SFH' is an abbreviation for Single-Family Home. A Single-Family Home is a standalone house designed, usually constructed to house only one family, differing from multi-family homes or apartment buildings.

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