News & Articles

Featured image for “Navigating 1031 Exchanges with Trust-Owned Investment Properties”
January 18, 2024

Navigating 1031 Exchanges with Trust-Owned Investment Properties

Real estate investors often turn to 1031 exchanges as a strategic tool to defer capital gains taxes when selling and reinvesting in properties. A question
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Featured image for “Reporting Your 1031 Exchange: Understanding Tax Return Requirements”
January 11, 2024

Reporting Your 1031 Exchange: Understanding Tax Return Requirements

For investors who have utilized a 1031 exchange, understanding how to accurately report this transaction on your tax return is crucial. Failing to report correctly
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Featured image for “Can You Buy Land with a 1031 Exchange? Understanding the Possibilities”
January 4, 2024

Can You Buy Land with a 1031 Exchange? Understanding the Possibilities

Real estate investors often utilize 1031 exchanges to defer capital gains taxes, but a common question that arises is whether this tax-deferral strategy can be
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Featured image for “Navigating Debt Replacement in 1031 Exchanges: How Delaware Statutory Trusts Can Help”
December 28, 2023

Navigating Debt Replacement in 1031 Exchanges: How Delaware Statutory Trusts Can Help

1031 exchanges offer a path to defer capital gains taxes for real estate investors. However, a significant challenge often arises: debt replacement. In today’s market,
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Featured image for “4 Essential Questions to Ask Your Qualified Intermediary: Guiding Your First Meeting”
December 21, 2023

4 Essential Questions to Ask Your Qualified Intermediary: Guiding Your First Meeting

When embarking on a 1031 exchange, meeting with a Qualified Intermediary (QI) is a critical step. But as the saying goes, “You don’t know what
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Featured image for “The Role of Cap Rates in 1031 Exchanges: An Investor’s Perspective”
December 15, 2023

The Role of Cap Rates in 1031 Exchanges: An Investor’s Perspective

When diving into the world of real estate investments and 1031 exchanges, understanding the nuances of capitalization rates, commonly known as cap rates, is crucial.
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Featured image for “Can Rental Properties Qualify for 1031 Exchanges? Understanding the Rules”
December 12, 2023

Can Rental Properties Qualify for 1031 Exchanges? Understanding the Rules

When it comes to 1031 exchanges, a common question among real estate investors is whether rental properties qualify for this tax-deferral strategy. Let’s break down
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Featured image for “Navigating 1031 Exchanges: Key Questions to Ask”
November 29, 2023

Navigating 1031 Exchanges: Key Questions to Ask

The 1031 exchange, a provision under the U.S. Internal Revenue Code, offers real estate investors a valuable opportunity to defer capital gains taxes by reinvesting
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Featured image for “Navigating 1031 Exchanges with Related Parties: What You Need to Know”
November 22, 2023

Navigating 1031 Exchanges with Related Parties: What You Need to Know

Engaging in a 1031 exchange can be a powerful strategy for deferring capital gains tax, enabling investors to maximize the growth of their wealth. However,
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Featured image for “Guiding Clients Through 1031 Exchanges: A Primer for Real Estate Agents”
November 15, 2023

Guiding Clients Through 1031 Exchanges: A Primer for Real Estate Agents

In the dynamic world of real estate, agents often find themselves wearing many hats. Beyond finding and selling properties, they’re also expected to be knowledgeable
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The blog.