Considering a Section 721 DST for Your 1031 Exchange
Commonly referred to as an Umbrella Partnership Real Estate Investment Trust (UPREIT) transaction or a 721 Exchange, Section 721 of the Internal Revenue Code provides investors who are interested in selling their real estate assets an alternative strategy to defer capital gains taxes on the property sale.
Utilizing a Qualified Opportunity Zone Fund as a Tax Mitigation Strategy
Despite its potential to offer benefits for all kinds of capital gains taxes, the Qualified Opportunity Zone (QOZ) Program is often overlooked by investors.
Qualifying as an Accredited Investor
Many of the passive real estate investment strategies offered with Legacy are not available to the general public and require you to be an accredited investor. Here are the requirements to qualify for this classification.
Integrating Passive Real Estate into Your Financial Portfolio
While the concept of investing in real estate is nothing new, many investors are still unaware that their options for real estate investments extend beyond the purchase and management of physical properties.
Delaware Statutory Trust (DST) Overview
The Delaware Statutory Trust (DST) has emerged as a popular vehicle for fractional ownership. Understanding DSTs may help with a 1031 Exchange.