There are a number of potential benefits associated with exchanging into a Delaware Statutory Trust (DST) 1031 property. However, it is important to note that these potential benefits should also always be carefully weighed with the potential risks that are possible with DST investments, and as with all real estate investments, investors should consult their…
Real estate investment has long been a popular asset class for individuals looking to expand their net worth with appreciation and cash flow that accrue over time. For many of our clients, those real estate holdings end up serving as a “personal property pension plan” – a nice nest egg that can provide financial security…
Someone much smarter than me once said that businesses that do not evolve are sure to get left behind. Who knew that he was talking about AOA members. That’s right. Here’s why. When an apartment owner decides to sell and wants to defer taxes, they think of a 1031. But in a 1031, you may…
If you owned investment property before 1986, you know how advantageous real estate once was as a tax shelter. The tax code has changed considerably, but there are still some unique tax features of real estate that, when combined strategically over time, have the potential to produce significant financial benefits for both you and your…
Rental properties can be a great investment, providing stable rental income and attractive property price appreciation. But for most rental property owners, there eventually comes a time when their financial and lifestyle needs change and no longer align with their property’s performance. When this happens, holding onto an investment property may no longer make sense,…
If you are thinking about selling your rental property, a tax-deferred 1031 exchange may be a path to consider. The deferral of taxes resulting from the sale of investment property allows for investors to reposition investment real estate to help meet their objectives while preserving all of their equity so it continues to work for…
If you are a California landlord thinking about selling your rental property this year, you are definitely not alone. While owning investment property in the Golden State has its appeal, several factors are motivating many landlords to sell their rental property in 2022: California now leads the nation in outward migration, and the state’s landlord-tenant…
Becoming a serious 1031 exchange real estate investor can involve a significant learning curve. For example, there are many investment terms that every investor should know and understand in order to better understand the nuances surrounding 1031 exchange real estate investments and help find success as an investor. Therefore, we thought it would be a…
Active property management can be a full-time job. If you are considering a transition away from active property management to something more passive in your real estate investments, it pays to know exactly what your options are. A 1031 exchange can be a great strategy to defer taxes on your relinquished property; however, landlord responsibilities…
Successful real estate investors come from a wide variety of backgrounds and employ an assortment of investment techniques. All have their own unique approach to owning, managing, and selling assets. However, I believe successful investors have one common element: a team of trusted advisors to help navigate and execute their investment approach. The world of…