Education Center

Learn about DSTs, TICs, and 1031 exchanges from professionals

Showing 30 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

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

What is a 1031 Exchange?

Essential foundation guide to 1031 exchanges, how they work, benefits, and critical rules every real estate investor must understand.

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

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