Videos

For investors considering a tax-deferred exchange, a 721 Exchange (UPREIT) may be one option worth evaluating as part of their overall investment strategy. The first step is to invest in a Delaware Statutory Trust (DST). Imagine you sell a property and want to defer taxes. A DST lets you invest in a big professionally managed property like a class a apartment building or industrial building alongside other investors. You own a piece without the hassle of managing it. You can choose a DST created by a REIT company that has an option to buy the property [...]

Navigating a 1031 exchange requires expertise and selecting the right financial advisor is critical. Here are key factors to consider when choosing your 1031 financial advisor: Proven Track Record Matters Seek an advisor with a proven track record specializing in 1031 exchanges not just general financial planning. Focus on Like-Kind Exchanges Look for decades of focus on like kind exchanges Corcapa's 20 plus years ensures deep knowledge. Master Replacement Options A skilled advisor should master replacement property vehicles: Delaware Statutory Trusts, Tenants in Common and 721 UpREITS tailoring them to your goals. Tailored to Your Investment [...]