Blogs

Can a 9% Taxable Return Beat a 4.5% Tax Advantaged DST?

Paul Getty — Thu, 09 Apr 2026 16:00:02 GMT

This blog post was written by Paul Getty and Ray Simmons.

We often receive questions from clients asking us if it makes sense to forgo a 1031 exchange and invest the remaining after tax funds into a potentially higher yielding non 1031 investment such as dividend paying stock or fund versus investing exchange funds into a Delaware Statutory Trust portfolio.

In this blog post, we welcome the inputs of Ray Simmons whose firm, Exchange Planning Corporation, specializes in analyzing 1031 exchanges to optimize investor tax savings.

How to Avoid the Top Five Mistakes Investors Make When Selecting DSTs

Paul Getty — Wed, 18 Mar 2026 15:55:54 GMT

The five most common mistakes DST investors make are: choosing professionals without real management experience, ignoring historical asset class resilience, chasing potential yield over quality, misunderstanding portfolio risk, and selecting sponsors without a verified track record.

Accelerated Depreciation in Real Estate

Paul Getty — Thu, 19 Feb 2026 18:33:42 GMT

One of the most powerful — and misunderstood — benefits of real estate investing is depreciation. Unlike most asset classes, real estate allows investors to claim a non-cash tax deduction against real cash flow. When structured properly, accelerated depreciation has the potential to significantly increase any after-tax income in the early years of ownership.

The Top 12 Things Investors Must Evaluate Before Choosing a DST

Paul Getty — Thu, 22 Jan 2026 17:00:00 GMT

Delaware Statutory Trusts (DSTs) have become one of the most popular passive real estate investment structures for 1031 exchangers seeking potential income, tax efficiency, and relief from active management. While DSTs offer pre-packaged due diligence, institutional-grade properties, and the ability to complete an exchange in as little as a few days, not all DSTs are created equal.

New eBook Release: Real Estate Investing in the New Era — Smart Strategies to Build Wealth

Paul Getty — Thu, 15 Jan 2026 16:26:09 GMT

We are excited to announce the release of a brand-new educational resource from Paul M. Getty, President & CEO of FGG1031. The new book, Real Estate Investing in the New Era: Smart Strategies to Build Wealth, is now available as a complimentary download. This guide was created to help both new and experienced investors navigate today’s rapidly evolving real estate landscape with greater clarity and confidence.

Understanding Loan-to-Value (LTV) in DST 1031 Exchanges

Paul Getty — Thu, 18 Dec 2025 18:18:16 GMT

When evaluating Delaware Statutory Trust (DST) investments as part of a 1031 exchange, there are many moving pieces to consider. Sponsor experience, tenant creditworthiness, and property type often take center stage. Yet one factor, Loan-to-Value (LTV), can have just as much impact on outcomes. While LTV may sound like a technical calculation, its implications are far-reaching, influencing risk exposure, income stability, and long-term investment performance.

How 1031 Exchange Proceeds and QI-Held Funds Are Taxed

Paul Getty — Thu, 11 Dec 2025 19:11:15 GMT

If you are using a 1031 exchange to defer capital gains taxes when selling an investment property, it’s natural to focus on the real estate itself—what you sell, what you buy, and whether the deal closes on time. But two equally important questions are:

1. .What happens to the cash in between?

2. .What are the tax consequences for funds received from the QI?

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

Paul Getty — Thu, 30 Oct 2025 16:00:00 GMT

Consider the following scenario: A family has built a successful real estate business over decades, acquiring and managing a portfolio of investment properties. As the founders approach retirement, a new challenge arises—how to pass the business to the next generation without triggering a large tax bill or fracturing the family’s financial future.

A 2025–2026 Commercial Real Estate Outlook

Paul Getty — Thu, 16 Oct 2025 16:15:01 GMT

The commercial real estate (CRE) market is entering the latter half of 2025 with both challenges and opportunities. After several years of volatility, shifting demand patterns, and tightening financial conditions, signs of stabilization are beginning to emerge. For accredited investors, the coming 12 to 18 months may represent a rare window to reallocate capital strategically and position for potential recovery.

A 2025–2026 Multifamily Real Estate Outlook

Paul Getty — Thu, 02 Oct 2025 16:15:43 GMT

A Market Reset Maybe Creating Fresh Opportunity for 1031 Exchange Investors

Over the past two years, the multifamily sector has been navigating one of the most turbulent supply cycles in recent history. A wave of new development, combined with high interest rates and inflationary headwinds, led to declining rents in many markets and a general sense of caution among investors.