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How 1031 Exchange Proceeds and QI-Held Funds Are Taxed

By |   1031 Exchange Funds 1031 Exchange Qualified Intermediary

In a 1031 exchange, the sale proceeds from your relinquished property are h[...]

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The Role of 1031 Exchanges in Succession Planning for Family-Owned Real Estate Businesses

By |   1031 Exchange

Consider the following scenario: A family has built a successful real estat[...]

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A 2025–2026 Commercial Real Estate Outlook

By |   Real Estate Investors 1031 Exchange

The commercial real estate (CRE) market is entering the latter half of 2025[...]

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A 2025–2026 Multifamily Real Estate Outlook

By |   Real Estate Investors 1031 Exchange

A Market Reset Maybe Creating Fresh Opportunity for 1031 Exchange Investors[...]

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Diversification Strategies for DST Investors: Mitigating Concentration Risk & High Yield Temptation

By |   Real Estate Investors 1031 Exchange DST

Concentrating too much capital in a single DST — or chasing unusually high [...]

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Understanding Form 8824: A Comprehensive Guide to Maximizing Tax Benefits

By |   Taxes

We are pleased to share this guest blog provided to our readers by Ray Simm[...]

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Cost Segregation: A Powerful Tax Strategy for Real Estate Investors

By |   Real Estate Investors

One of the major benefits of owning income producing real estate is the abi[...]

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What Real Estate Investors Need to Know About Trump’s One Big Beautiful Bill

By |   Featured Real Estate Investors Taxes

The recently passed One Big Beautiful Bill Act (OBBBA) is a sweeping overha[...]

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Why We Need an Indexed Capital Gains Tax Exemption

By |   1031 Exchange Taxes

We are pleased to share this guest blog provided to our readers by Ken DeLe[...]

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The Sale of Your Business is Imminent - Now What About the Tax Bill?

By |   1031 Exchange Taxes

You’ve put in the work. After years—maybe decades—of building and growing y[...]

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