A 1031 exchange allows real estate investors to sell a rental property and defer capital gains taxes by reinvesting the proceeds into another qualifying investment property. For many investors, it is one of the most powerful long-term wealth preservation strategies available under the tax code. Instead of losing a portion of sale proceeds to federal taxes, state taxes and depreciation recapture, investors can reinvest their equity into replacement property
Read MorePassive real estate investing has become one of the fastest-growing strategies among investors looking to reduce management responsibilities while continuing to generate income and preserve long-term wealth. In 2026 and beyond, Delaware Statutory Trusts (DSTs) continue to gain traction among investors exiting rental properties, multifamily portfolios and actively managed commercial assets through 1031 exchanges. A DST allows multiple investors to purchase fractional ownership interests in institutional-quality real estate while
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This article is a follow up to my original piece featured in Laguna Beach Living, where we explored real estate trends in coastal California and beyond. The article was written in 2020, during the early COVID-19 pandemic days, and my recommendation remains the same: hold your Laguna Beach real estate and do not sell. In this expanded second edition, I would like to show you, the investor, how to
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Partner Cory Thomas’ Journey as a Real Estate Investor For over twenty-eight years, I have been deeply involved in real estate investing. While attending San Diego State University, where I earned a degree in psychology and minor in real estate, my journey began at eighteen years old when I received my real estate license and worked as a realtor. Shortly after graduating, I purchased my first property, a townhome
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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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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.
Read MoreFirst-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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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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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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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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