1031s, DSTs and Opportunity Zones

1031s, DSTs and Opportunity Zones

Our wealth management firm provides a range of services related to 1031 exchanges, Delaware Statutory Trusts (DSTs) and opportunity zone investments that can help you optimize your real estate investments and help integrate your properties into your larger wealth management strategy. 

By learning how to view your real assets as part of your portfolio, we help you create a more cohesive view of where your wealth is and how it how well it is functioning to help you accomplish your goals.

Our wealth management firm provides a range of services related to 1031 exchanges, Delaware Statutory Trusts (DSTs) and opportunity zone investments that can help you optimize your real estate investments and help integrate your properties into your larger wealth management strategy. 

By learning how to view your real assets as part of your portfolio, we help you create a more cohesive view of where your wealth is and how it how well it is functioning to help you accomplish your goals.

Identifying 1031 Exchange Opportunities

Our team can provide you with guidance and help you identify appropriate 1031 exchange opportunities.  These exchanges allow you to defer paying capital gains taxes on the sale of one property by using the proceeds to purchase another, like-kind property, or a stake in a qualifying investment.  We can help you navigate the complex rules and regulations around 1031 exchanges, ensuring you stay in compliance with the law and maximize your tax benefits.

Due Diligence

Before completing an exchange, investing in a DST or other real estate opportunity, it’s important to conduct thorough due diligence to ensure the investment is sound and aligns with your financial goals.  Our team provides detailed analysis that includes reviewing investment documents, analyzing the financials of the investment, and identifying any potential risks or concerns.

Tax Planning

Real estate investments, especially those involving 1031 exchanges and DSTs, can have complex tax implications.  It is important to work with your tax professionals and understand the investment and stringent timing rules mandated by the tax code.  Our wealth management firm can provide you with the specialized expertise to help you optimize your overall tax and investment strategy and minimize your liabilities.

Developing a Real Estate Investment Plan

Based on your objectives, the results of our due diligence process and available exchange opportunities, we work with you to develop a real estate investment plan that integrates with your larger wealth management strategy.  This may include reviewing your current holdings for appreciation, capital gains exposure, cash flow and other metrics to provide you with guidance on qualified exchange opportunities, financing, income strategies, and tax planning.

Investment Management

Once you have invested in a DST or other real estate opportunity, we can provide ongoing investment management services to help you maximize returns and manage your risk.  This can include monitoring the performance of the investment, identifying opportunities to increase returns, and helping you stay informed about any changes or developments that could impact your investment, including any new exchange opportunities that may be appropriate.

Monitoring Performance

Once the 1031 exchange or DST investment is completed, we monitor the performance of your investment, tracking key metrics such as cash flow, return on investment, and asset appreciation. This helps to ensure that your investment remains aligned with your objectives and identify any potential issues, or opportunities for improvement.

Identifying 1031 Exchange Opportunities

Our team can provide you with guidance and help you identify appropriate 1031 exchange opportunities.  These exchanges allow you to defer paying capital gains taxes on the sale of one property by using the proceeds to purchase another, like-kind property, or a stake in a qualifying investment.  We can help you navigate the complex rules and regulations around 1031 exchanges, ensuring you stay in compliance with the law and maximize your tax benefits.

Due Diligence

Before completing an exchange, investing in a DST or other real estate opportunity, it’s important to conduct thorough due diligence to ensure the investment is sound and aligns with your financial goals.  Our team provides detailed analysis that includes reviewing investment documents, analyzing the financials of the investment, and identifying any potential risks or concerns.

Tax Planning

Real estate investments, especially those involving 1031 exchanges and DSTs, can have complex tax implications.  It is important to work with your tax professionals and understand the investment and stringent timing rules mandated by the tax code.  Our wealth management firm can provide you with the specialized expertise to help you optimize your overall tax and investment strategy and minimize your liabilities.

Developing a Real Estate Investment Plan

Based on your objectives, the results of our due diligence process and available exchange opportunities, we work with you to develop a real estate investment plan that integrates with your larger wealth management strategy.  This may include reviewing your current holdings for appreciation, capital gains exposure, cash flow and other metrics to provide you with guidance on qualified exchange opportunities, financing, income strategies, and tax planning.

Investment Management

Once you have invested in a DST or other real estate opportunity, we can provide ongoing investment management services to help you maximize returns and manage your risk.  This can include monitoring the performance of the investment, identifying opportunities to increase returns, and helping you stay informed about any changes or developments that could impact your investment, including any new exchange opportunities that may be appropriate.

Monitoring Performance

Once the 1031 exchange or DST investment is completed, we monitor the performance of your investment, tracking key metrics such as cash flow, return on investment, and asset appreciation. This helps to ensure that your investment remains aligned with your objectives and identify any potential issues, or opportunities for improvement.

By integrating 1031 exchanges, DSTs, and opportunity zone investments into your larger wealth management strategy, we help you maximize your benefits from these transactions while minimizing the risks.  This includes optimizing your tax savings, managing risks associated with your investment, and ensuring that your investment aligns with your financial objectives. 

Overall, a well-executed 1031 exchange or DST investment can be an effective way for you to build long-term wealth and achieve your financial goals while diversifying your portfolio and mitigating the negative impact of taxes.

By integrating 1031 exchanges, DSTs, and opportunity zone investments into your larger wealth management strategy, we help you maximize your benefits from these transactions while minimizing the risks.  This includes optimizing your tax savings, managing risks associated with your investment, and ensuring that your investment aligns with your financial objectives. 

Overall, a well-executed 1031 exchange or DST investment can be an effective way for you to build long-term wealth and achieve your financial goals while diversifying your portfolio and mitigating the negative impact of taxes.

Have Questions? We're Here to Help.

Our calls are always relaxed and pressure-free.

Core 1031 / DST / Opportunity Zone Services

Client Goal Clarification

1031 & DST Education

Readiness Review

Investment Analysis

Due Diligence

Tax Planning

Plan Development

Investment Management

Performance Monitoring

Professional Coordination

Core 1031 / DST / Opportunity Zone Services

Client Goal Clarification

1031 & DST Education

Readiness Review

Investment Analysis

Due Diligence

Tax Planning

Plan Development

Investment Management

Performance Monitoring

Professional Coordination

Tax-Advantaged or Alternative Investments

Our calls are always relaxed and pressure-free.