For commercial real estate investors considering a 1031 exchange, timing is one of the most important parts of the process. Selling a property is only the beginning. Once the relinquished property is transferred, the clock begins running on two separate deadlines that can determine whether a deferred exchange meets federal requirements.
Table of Contents
What Is the …Read More >
The best commercial real estate investment is not determined by property type alone. It depends on how the opportunity fits within an investor’s broader financial strategy, including investment objectives, risk tolerance, liquidity needs, tax considerations, desired level of involvement, and expected holding period.
Commercial real estate includes a wide range of property types, markets, lease structures, …Read More >
Real estate investors who have sold an investment property know the feeling: a successful closing, proceeds in hand, and a ticking clock. The 1031 exchange process offers a well-established path to deferring capital gains taxes, but it comes with strict IRS timelines that leave no room for error. The 45-day identification window is the first …Read More >
Many investors who get into real estate start the same way. They buy a property, find a tenant, and manage it themselves. For a while, that works. But at some point, the question shifts from how to grow a portfolio to how to keep growing without the workload that comes with it. That is where …Read More >
Walk past almost any standalone Walgreens, Starbucks, or Dollar General and there is a good chance the building underneath that brand is a triple net lease property. It is one of the most common structures in commercial real estate, and understanding how it works opens up a different way of thinking about real estate investing.
Table …Read More >
Real estate investors often look for ways to continue investing in property while simplifying the responsibilities that come with ownership. One structure that has become widely used in 1031 exchanges is the Delaware Statutory Trust (DST).
A Delaware Statutory Trust allows investors to hold fractional ownership in institutional real estate while remaining passive participants. For investors …Read More >
For years, industrial real estate was largely evaluated on familiar metrics: location, access to transportation corridors, tenant credit, and lease duration. Distribution proximity and logistics efficiency drove valuation, and warehouse space became a favored asset class during the e-commerce boom. But 2026 is revealing a deeper shift.
For much of the past three years, commercial real estate (CRE) has been viewed through a cautious lens. Elevated interest rates, widening buy-sell spreads, and constrained liquidity have dampened investor enthusiasm, making new allocations difficult to justify.
As an investment advisor, your role in helping clients optimize the investment outcomes of their portfolios has never been more important. And a key part of that responsibility is creating diversified portfolios with a sensitivity to tax efficiency, especially as clients enter retirement.
The cornerstone of any successful Delaware Statutory Trust (DST) investment lies in the quality of its tenants. For investment advisors and broker-dealers helping clients evaluate DST opportunities, understanding the historical stability and operational excellence of the tenants involved is crucial.
Understanding Delaware Statutory Trusts (DSTs) is essential for any advisor guiding clients through tax-efficient real estate strategies. As more investors seek passive income and look to defer capital gains through 1031 exchanges, DSTs have become a valuable tool for portfolio diversification.
Inflation plays a critical role in shaping the dynamics of the real estate market. While it’s often associated with rising costs across the economy, a decrease in inflation can have complex and sometimes unexpected effects on property values.
In 2025, Delaware Statutory Trust (DST) investments are experiencing robust growth, driven by several interconnected economic, demographic, and other factors. These include surging equity inflows, evolving 1031 exchange strategies, and the rise of passive income-focused investors.
As real estate investors age out of active property management, many face a critical question: “What’s next for my investment properties?” This guide was created to help Registered Investment Advisors (RIAs) like you answer that question and use it as an opportunity to grow their practice.