Delaware Statutory Trusts allow investors to defer capital gains taxes by placing profits into multifamily and commercial real estate. These professionally managed investments provide passive income potential with diversification benefits compared to sole property ownership ..read more

Learn the potential benefits of utilizing Qualified Opportunity Funds (QOFs) as a strategy to combat inflation within an investment portfolio. This article highlights how investing in QOFs can offer tax advantages and potentially hedge against inflation by diversifying one's investment portfolio ..read more

The energy sector, where investors can combine qualified opportunity fund perks with oil and gas direct investment tax benefits, is one of the more appealing and lesser-understood QOZ offerings available ..read more

“Is an Opportunity Zone investment right for me?” There is no one-size-fits-all answer to any investment question, and opportunity zones are no different in this regard. I can’t give blanket advice in this column, of course, but any serious question deserves a serious answer. I recommend that anyone contemplating an Opportunity Zone (OZ) investment consult with an experienced, knowledgeable advisor as you consider your options. In addition to taking my QOZ Masterclass, you can also consult my Qualified Opportunity Zone Guide. I encourage anyone who’s interested in an opportunity zone invest ..read more

An expert in QOZ programs walks us through how to benefit from some significant tax-deferral opportunities (and, if you hold your investment long enough, tax-free gains ..read more

Houston, Texas – Daniel Goodwin, chief investment strategist at Houston-based firm Provident 1031, has just released a new masterclass that decodes what some are calling one of the best tax advantages in a generation. “Qualified Opportunity Zones: Master QOZ with Daniel Goodwin” is available now to accredited investors* via the Provident 1031 website. As a part of the 2017 Tax Cuts and Jobs Act, significant tax incentives were introduced that allow investors who invest in QOZs to defer capital gains tax until 2026 and not pay until 2027. QOZs have great advantages for in ..read more

DSTs can be highly attractive to real estate investors, but it’s imperative to temper expectations and consider the big picture before diving in ..read more

If you have real estate investments, you’ve probably heard of the term, but you may not have a full understanding of what this valuable tax-deferral move can accomplish for you or how it works. Read on for some key terms and tips ..read more

Using 1031 exchanges and qualified opportunity zones to reinvest the proceeds from the sale of an appreciated asset can defer and sometimes eliminate capital ..read more

A 721 exchange, or UPREIT, can be a great tax mitigation strategy for investors, though not everyone is suited to them ..read more