Beneficial Interest 2019-03-13 08:00:00

Beneficial Interest

A beneficial interest, typically referred to in manners concerning trusts,  is the right to receive benefit from assets held by another party. 

From a real estate 1031 exchange perspective, certain Replacement Property Interest investment vehicles, such as a Delaware Statutory Trust, utilize an ownership structure in which each investor holds a beneficial interest in a trust which, in turn, owns the underlying real estate.


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