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Investing in Delaware Statutory Trusts (DSTs) with Problematic Sponsors

Delaware Statutory Trusts (DSTs) are popular investment vehicles that allow investors to hold fractional interests in real estate assets. The success of a DST investment depends heavily on the integrity, experience, and management acumen of the sponsor. A sponsor is a real estate investment and management company that purchases properties under the DST structure and offers investments in the property through the trust. In this article, we will discuss

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Strategies for Securing the Best Single-Tenant, Triple Net Lease Investments

Triple net lease (NNN) properties represent a desirable asset class for generating steady, hands-off income. Yet, the journey to acquiring prime NNN properties for sale is fraught with challenges for individual investors. These challenges are even more pressing for investors involved in 1031 exchanges, given their 45-day identification time constraint, when searching for the best NNN properties for sale.

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DSTs & Liquidity: Can You Sell A DST?

First-time DST investors frequently have questions about selling their DST investment before the entire property sells. Most have an understanding of the traditional DST investing model (invest for the management-free income and appreciation, wait for the DST’s sponsor/manager/trustee to put the property on the market where ideally, it sells for a handsome profit, and then do another 1031 exchange). The trustee of the DST alone is responsible for deciding

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Single Property vs. Multi-Property DSTs: Weighing the Pros & Cons

Delaware Statutory Trusts (DSTs) are an appealing option for accredited investors who want to invest in real estate as part of their 1031 exchange strategy. These investment types enable investors to co-own properties with other investors without the hassles of property management. DSTs also provide the simplest form of debt replacement, through potential tax deferral under Section 1031 of the Internal Revenue Code, where the debt replacement requirement can

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DST Real Estate Sponsors & The Importance of Transparency

A closer look at the Sponsor’s role and the need for increased transparency in the world of DST Real Estate.

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DSTs & Liquidity: Can I Sell My DST Investment?

First-time DST investors frequently have questions about selling their individual DST investment before the entire DST sells. Most have an understanding of the DST investing timeline (exchange into a management-free DST for income and appreciation, wait for the DST sponsor to put the property on the market where ideally, it sells for a handsome profit, and do another 1031 exchange). The DST sponsor/trustee is responsible for deciding when to

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Exploring Options: Advantages & Disadvantages of an UPREIT

If it feels like you have been seeing the acronym UPREIT (Umbrella Partnership Real Estate Investment Trust) popping up frequently recently, you are correct. Sponsors and investment advisors have been touting UPREITs as a tax-deferred alternative to 1031 Exchanges. Section 721 is one of the most common provisions in the tax code and is triggered whenever property is contributed to a partnership. This mundane provision becomes much more interesting

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Is Now A Good Time to Own Debt-Free DSTs?

Free and clear. It is the dream of every homeowner in America – to own their home free and clear of any mortgage. But is “free and clear” all it is cracked up to be in the DST space? Recently, one of my clients inquired about exchanging from a single-tenant, net-leased property with a 50% loan-to-value (LTV). He strongly believes in the security of owning free and clear property.

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Exploring All the Options: The Disadvantages of the UPREIT

Recently, several DST property sponsors from the multifamily, self-storage, and industrial sectors have asked me if they should consider offering UPREITs, or umbrella partnership real estate investment trusts. This acronym is popping up everywhere as sponsors and investment advisors alike have been touting this option as a tax-deferred alternative to 1031 exchanges.  We have been involved in UPREIT transactions in the past and have had a few investors who have

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Trending Demographics: Florida’s MHC Market

Few tailwinds are as powerful for investors as demographics. Data on demographics provides an understanding of the characteristics of specific populations, which assists in forecasting trends for potential investment opportunities. One of the more powerful demographic trends is affordable housing for seniors, and the investment opportunity is in manufactured housing communities or MHCs. This is an asset class that I am most familiar with based on my solid understanding

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