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IRC Section 1033: Pipeline Payments & Delaware Statutory Trusts
Mark and Linda Jensen are a ranching couple in their late 60s who own approximately 1,800 acres of multi-generational...
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Case Study: Leveraging a Delaware Statutory Trust (DST) exchange for Estate Planning
Susan and Robert Jackson, a married couple in their early 70s, had spent decades building a successful...
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Case Study: Using a Delaware Statutory Trust (DST) to Exit Active Asset Management
Richard, 58, and Barbara, 57, Matthews are real estate investors, owning a portfolio of three commercial...
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Case Study: Using a DST as a 45-Day Backup in a 1031 Exchange
Robert and Pat Sanderson are selling their apartment complex, which they have managed and want to transition...
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Case Study: $9M Agricultural Property Sale with Boot Avoidance via DST
Robert and Mary are Montana ranchers, age 68 and 66 and have owned their agricultural land for 30+ years....
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What Happens to the Leftover Money in a 1031 Exchange?
If you’re selling a property and reinvesting into another through a 1031 exchange, the goal is...
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What If My 1031 Exchange Falls Through? How to Protect Your Deal After Day 45
You found your replacement property. You identified it with your Qualified Intermediary. Then on Day...
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How to Transition Out of a Rental Property Without Paying Capital Gains Tax
You’ve owned the property for years. Maybe decades. It’s done well for you. But at some point...