Real Estate Investing Resources

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Long-Term Implications of a 1031 Exchange

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Entering a 1031 exchange is a smart strategic move for investors, allowing them to defer capital gains payments and keep more of their equity working for them. However, there are long-term implications of continuing 1031 exchange ...

Sep 1, 2025

From Landlord to Legacy: Helping Clients Transition to Passive Income

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Direct real estate ownership has long served as a strategy for wealth accumulation among high-net-worth individuals. However, as clients age, or as their priorities shift from growth to legacy, the active responsibilities of property ...

Aug 31, 2025

How To Handle Inherited 1031 Exchange Properties

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Inheriting real estate is both a blessing and a financial puzzle, especially for assets that have been previously involved in transactions like 1031 exchanges. If your parents left you such properties, you may be wondering if there are ...

Aug 30, 2025

Understanding DSTs as an Alternative Real Estate Investment

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Investors have plenty of options when it comes to alternative investments, with different vehicles offering varying combinations of growth potential, risk management, and diversification. REITs, private equity, and hedge funds are ...

Aug 29, 2025

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Today's Term

Compound Interest

Compound interest is “interest-on-interest”, or the ability of a financial instrument to generate earnings from its earnings. Compound interest can be calculated using the formula FV = P*(1+R/N)^(N*T), where FV is the future value of the ...

Glossary of Terms