Nobody enjoys taking a loss on an investment. After all, the common goal of investing is to protect and grow your wealth. Yet, as you know well, all investments carry certain risks, and realizing occasional losses on the path to growing a higher net worth is inevitable.  ..read more

You've reached a critical juncture in your decision to invest in commercial real estate. Whether it's diversification, long-term growth, or stable income you seek, you're likely considering two primary paths: direct ownership or a passive ownership investment in a Delaware Statutory Trust (DST). Both options offer unique opportunities and come with their own set of benefits and limitations ..read more

During periods of market volatility such as we are currently experiencing, prudent investors tend to increase cash holdings to provide a safety margin against sudden negative events and to also take greater advantage of potential short term investment options that may accompany market corrections ..read more

We are pleased to share this guest blog provided to our readers by IPX1031, the largest and one of the oldest Qualified Intermediaries in the United States. School is back in session and autumn is arriving. It’s a perfect time to review some key 1031 Exchange reminders ..read more

We are pleased to share this guest blog provided to our readers by Exchange Planning Corporation, a company dedicated to providing comprehensive 1031 exchange solutions to real estate investors . Whether you’re considering extracting cash for an investment, home remodel, or charitable contributions, understanding the rules and regulations can save you from unexpected tax liabilities. As we explore various strategies and scenarios, including capital loss carryovers, passive loss carryovers, and how to shelter the “boot” in a 1031 exchange, consider where you assign value ..read more

We had previously published a blog on the top questions we get asked regarding 1031 exchanges here.    In this blog post, we will cover the 10 most common misconceptions about 1031 exchanges that we receive from investors who are completing their first exchange ..read more

We are pleased to share this guest blog provided to our readers by Exchange Planning Corporation, a company dedicated to providing comprehensive 1031 exchange solutions to real estate investors. Sometimes, what’s nestled within the shadows of our understanding is merely the unknown. This adage holds especially true in the world of cost segregation and depreciation recapture. So, let’s shine a light on this murky subject, specifically focusing on the recapture of accelerated depreciation in the realm of a 1031 exchange ..read more

Recent measures in California have established massive tax increases on properties sold in certain cities. There is mounting fear among property owners that these trends may spread to other areas within the state ..read more

Similar to a Delaware Statutory Trust (DST), a Tenancy in Common (TIC) 1031 exchange enables investors to jointly acquire high-value properties, opening up investment opportunities that may not be feasible for individual investors. By allowing investors to pool resources, this investment vehicle affords participation in a larger, potentially more lucrative, property market ..read more

We are pleased to share this guest blog provided to our readers by Lisa Villarreal, Business Development Manager at First American Exchange Company. First American Exchange Company is a subsidiary of First American Financial Corporation (NYSE: FAF) with revenues of $7.6 billion in 2022 ..read more