Real Estate Investing Resources

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How Passive Real Estate Strategies May Support Estate Planning Goals

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Estate planning has long focused on preserving wealth, minimizing tax burdens, and facilitating the transfer of assets to beneficiaries.. While trusts, wills, and insurance remain foundational tools, advisors increasingly recognize the ...

Aug 12, 2025

1031 Exchange Solutions for High-Net-Worth Investors

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As a high-net-worth investor (HNWI), managing your real estate portfolio goes beyond acquiring new assets. You also have to consider other aspects like tax exposure, wealth preservation, and long-term flexibility. One strategy designed ...

Aug 11, 2025

How DSTs Can Complement a Traditional Real Estate Portfolio

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Real estate remains a widely used investment option due to its perceived relative stability and the range of market sectors available. However, many investors maintain portfolios made up primarily of traditional, directly owned real ...

Aug 11, 2025

DST Market Trends Advisors Should Watch

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Delaware Statutory Trusts (DSTs) are playing a growing role in tax-deferred real estate strategies.. While DSTs have long been used in 1031 exchanges, market forces are shaping new dynamics that are influencing how advisors and ...

Aug 10, 2025

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Today's Term

Property Identification Number

Property identification number (PIN) is a number assigned to parcels of real property by the tax assessor of a particular jurisdiction for purposes of identification and record keeping.

Glossary of Terms