1031 Exchange & Passive Real Estate Education

Learn about DSTs, TICs, and 1031 exchanges from professionals

Showing 42 articles

Learning Hubs

Structured learning paths for comprehensive 1031 exchange education

Complete 1031 Exchange Guide

Step-by-step learning path from basics to strategic implementation. Perfect for beginners and intermediate investors.

DST Learning Hub

Complete guide to Delaware Statutory Trusts - from structure and mechanics to the complete investment lifecycle.

Asset Classes Learning Hub

Master multifamily, self-storage, NNN, and industrial properties. Complete education on 1031 exchange asset classes with strategic guidance.

Advanced 1031 Strategies

Sophisticated risk management, backup strategies, and exit planning for experienced investors.

Comprehensive Guides

In-depth resources for strategic 1031 exchange planning and advanced investment strategies

Delaware Statutory Trust (DST): Complete Guide for Real Estate Investors

Comprehensive guide to Delaware Statutory Trust investments covering structure, benefits, risks, property types, and how DSTs work for 1031 exchanges. Essential reading for passive real estate investors.

What is a DST? Your Guide to the Most Popular Passive 1031 Exchange Investments

Learn what a DST (Delaware Statutory Trust) is and why it's the most popular passive 1031 exchange investment. Covers legal structure, IRS Revenue Ruling 2004-86, the Seven Deadly Sins restrictions, benefits, risks, property types, and how to invest.

DST Investments 2026: Delaware Statutory Trust Companies & Properties Reviewed

Expert review of 10 DST sponsors including Bluerock, Cantor Fitzgerald, ExchangeRight, Griffin Capital, and more. Compare DST property types across multifamily, medical office, industrial, net lease, and self-storage.

1031 DST Exchange: Complete Guide to Delaware Statutory Trust Exchanges

Step-by-step guide to completing a 1031 DST exchange including timeline requirements, qualified intermediary selection, boot avoidance, and backup property strategies.

DST Investment Risks: Problems, Horror Stories & What Can Go Wrong

Critical analysis of DST investment risks including documented failures (Sandlapper, Arciterra), structural limitations, fee analysis, debt risks, and comprehensive due diligence framework.

DST vs REIT vs Direct Property: Which Real Estate Investment is Right for You?

Comprehensive comparison of DSTs, REITs, and direct property ownership across 12 key factors including liquidity, control, tax benefits, returns, and investor suitability.

20 Questions to Ask a Real Estate Sponsor Before Investing

Professional due diligence framework from $1.2B+ experience evaluating real estate sponsors for syndications, DSTs, and 1031 exchanges

1031 Exchange Asset Classes: Complete Investment Guide

Comprehensive analysis of multifamily, NNN, self-storage, and industrial DST properties. Strategic planning guide for asset class selection and portfolio diversification.

Understanding Self-Storage DST Investments

Complete guide to self-storage Delaware Statutory Trust investments for 1031 exchanges. Learn about inflation hedging, recession resilience, and risk analysis for passive self-storage investing.

Understanding Multifamily Property Classes for Passive Investment

Complete guide to Class A vs Class B multifamily properties for passive real estate investment through Delaware Statutory Trust properties. Learn value-add strategies and new Class A opportunities.

First-Time NNN Buyers Guide: Triple Net Lease Risks

Essential guide for first-time NNN buyers covering triple net lease risks, tenant credit issues, re-tenanting costs, and Delaware Statutory Trust alternatives for truly passive NNN exposure.

DST Exit Strategies: Complete Guide to Selling & 721 UPREIT Options

Comprehensive guide to Delaware Statutory Trust exit strategies including traditional sales, secondary market transactions, NNN exits, and 721 UPREIT conversions with risk analysis.

DST Fee Structure and Debt Risk Analysis: Complete Guide

Comprehensive analysis of Delaware Statutory Trust fees, debt risks, and investment considerations including cash flow sweeps, balloon loans, and cross-collateralization for 1031 exchange investors.

Choosing the Right Legal Structure: DSTs vs TICs vs QOFs

Complete analysis of legal structures for 1031 exchanges with 2025 market conditions

U.S. Real Estate Market 2025: 1031 Exchange Opportunities and Outlook

Complete 2025 commercial real estate market analysis covering industrial, multifamily, office, and retail sectors with strategic insights for passive investors considering 1031 exchange opportunities and DST investments.

Bonus Depreciation 2025: Complete Guide for Real Estate Investors

Comprehensive guide to using cost segregation studies and 100% bonus depreciation to generate passive losses and reduce tax liability. Includes real-world examples and strategic implementation for real estate investors.

C-Store Investing & Tax Savings: Bonus Depreciation Guide

Complete guide to convenience store investing with 100% bonus depreciation benefits, retail motor fuel outlet advantages, and market opportunities for 1031 exchange investors.

A Guide to Evaluating Private REITs for DST & 1031 Exchange Investors

Complete guide to evaluating private REITs for DST and 1031 exchange investors. Learn how to assess portfolio quality, leverage, NAV valuation methods, and 721 exchange opportunities.

Understanding Delaware Statutory Trusts: Who Can Invest?

Complete guide to DST investment eligibility, accredited investor requirements, and understanding the foundation of Delaware Statutory Trust investing.

The Seven Deadly Sins of a DST: Navigating IRS Restrictions

Critical IRS restrictions that govern every DST investment. Understanding the seven deadly sins and how they protect your 1031 exchange eligibility.

Understanding the Master Tenant Lease in DST Structure

How DSTs navigate lease restrictions through master tenant structures. Complete guide to understanding operational frameworks and lease management.

The Springing LLC: Your DST's Emergency Safety Mechanism

Understanding the contingency planning that protects your DST investment. Complete guide to springing LLC mechanisms and risk management strategies.

The Lifecycle of a DST 1031 Exchange: From Sponsor to Investor Portfolio

Complete journey from sponsor acquisition to your investment portfolio. Understanding the entire DST investment lifecycle and process flow.

Navigating Your DST Investment: A Comprehensive Guide to the 1031 Exchange Process

Step-by-step guidance through the actual DST investment process. Complete guide to executing your Delaware Statutory Trust 1031 exchange.

Your DST Journey Continues: What to Expect After Investing

Ongoing support, tax documentation, and exit strategies. Complete guide to post-investment management and expectations for DST investors.

Quick Reference Articles

Essential guides and specific strategies for successful 1031 exchanges

7 Essential IRS 1031 Exchange Rules

Critical rules and deadlines every real estate investor must know

1031 Exchange 45-Day Rule: 5 Essential Tips

Master the identification period and avoid costly mistakes

1031 Exchange Backup Strategies: Complete Protection Guide

Military-grade backup strategies with DSTs, QOFs, and contingency planning for guaranteed success

How to Use a 1031 Exchange

Complete step-by-step guide to the 1031 exchange process

How to Avoid Boot in 1031 Exchange

Eliminate capital gains taxes using DST boot avoidance strategies

5 Critical Risks of Using Debt in Real Estate

Learn about cash flow sweeps, cross-collateralization, and balloon loan risks

6 Essential Questions for Choosing a Qualified Intermediary

Learn key questions to ask when selecting a QI for your 1031 exchange

Building Your 1031 Exchange Team

Complete guide to selecting and vetting your 1031 exchange professionals

20 Questions to Ask a Sponsor

Professional due diligence framework from $1.2B+ experience evaluating real estate sponsors for syndications, DSTs, and 1031 exchanges

Selling Investment Property: Tax Implications & 1031 Exchange Strategies

Complete guide to capital gains, depreciation recapture, and tax planning

ROE vs. ROI: The Best Metric for Your 1031 Exchange

Learn the crucial difference between ROE and ROI when evaluating a 1031 exchange

721 Exchange via DST: Complete Guide to Pros and Cons

Learn about DST to REIT conversions, tax deferral benefits, and investment considerations

1031 Exchange Capital Gains Loophole: Legal Tax Strategies

Learn how real estate investors legally defer capital gains taxes using 1031 exchanges, DSTs, and step-up in basis strategies

How to Shelter Rental Income from Taxes with 1031 Exchanges

Strategies for sheltering rental income using depreciation reset, 1031 exchanges into leveraged DSTs, and passive loss strategies

721 Exchange and UPREIT Downsides: What Investors Should Know

Comprehensive analysis of 721 exchange and UPREIT downsides: loss of real estate ownership, REIT performance risk, liquidity limitations, tax implications at exit, fees, and permanent loss of 1031 exchange optionality.

How to Avoid Capital Gains Tax on Sale of Rental Property [2026]

Six legal strategies to avoid capital gains tax when selling rental property: 1031 exchanges, Section 121, Qualified Opportunity Zones, installment sales, tax-loss harvesting, and step-up basis planning.

How to Avoid Capital Gains Tax on Inherited Property [2026]

Seven legal strategies to minimize or eliminate capital gains tax on inherited property: step-up basis, 1031 exchanges, Section 121, tax-loss harvesting, and estate planning approaches.