I received a call from a current client who I will refer to as “Tom” at 4 pm on Good Friday afternoon while I was driving up to spend time skiing with friends at Lake Tahoe the following day. Tom indicated that he had just lost an opportunity to acquire a replacement property for a […]
With Easter weekend coming up, I am reminded about the wise old investment adage of not putting all of one’s eggs into one basket. Due to high up-front investments required to acquire quality income properties, we often see investors committing too large a portion of their net worth into too few assets. If all goes […]
The Delaware Statutory Trust or DST is an ownership structure that allows investors to acquire fractional interests in larger properties with full 1031 Exchange tax benefits including flow through of depreciation and expense write-offs to increase after-tax income. The DST is managed by a Trustee who is responsible for all major decision making and who […]