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The Burdens of Real Estate Management

We all know that over the years, real estate has been one of the leading investment vehicles to build generational wealth.  Sure, it has its ups and downs, but over time, it has consistently offered investors growth and tax benefits that only real estate can provide.

However, many of us eventually get to the point where we’ve had it with tenants, toilets, taxes and trash – or “The Terrible Ts” as we call them.

Rather than deal with the "Terrible T’s…"

TOILETS...

TRASH...

TENANTS...

...many retirees are in search of the "Terrific T’s”

TRAVEL...

TIME...

TEEING OFF...

Accredited Investors have 2 powerful options available to them today:

  1. Delaware Statutory Trust (DST)
  2. Qualified Opportunity Zone Fund (QOF)

DST

Why choose a DST?

The Delaware Statutory Trust (DST) is a “passive” 1031 Exchange option in which sellers of investment properties can defer their gains without being required to buy replacement properties that they have to directly manage again.  Instead, they can complete their exchange into one or more DST portfolios containing high-quality properties through shared ownership, similar to a REIT.

With a DST:

  1. There is no need to search for a Replacement Property;
  2. The DST qualifies as a “like-kind” replacement;
  3. There is no need to schedule a complex closing with Title Companies, Attorneys, Sellers, etc.;
  4. Simple purchase process; it’s as easy as buying a mutual fund;
  5. Attractive yields that are competitive with cap rates from Replacement Properties;
  6. We work with you as a member of your team, offering our services to benefit you or your clients.

The Qualified Opportunity Zone Fund (QOF) is an investment vehicle that owns and redevelops properties that were designated by Congress in 2017 to be eligible.  QOF investors can defer and even eliminate their capital gains taxes permanently.

With a QOF:
  1. Capital gains taxes from the sale of any asset are eligible, not just from an investment property.  This includes gains from the sale of businesses, stocks, primary residences, artwork, crypto, etc.
  2. Only the gain itself is required to be reinvested.  The Cost Basis is available today – tax-free – to the investor.
  3. No Qualified Intermediary is required.
  4. Investors who remain invested for the required 10-year holding period may receive 100% tax elimination from the ultimate sale of the QOF’s assets, regardless of the amount of profit.
  5. QOFs can include luxury housing communities, hotels, self-storage facilities, commercial properties, etc.
  6. Investors have 180 days from the sale of their assets to obtain this benefit.
  7. No further tax-deferral will be required upon exit.

How Can a DST/QOF Help You?

I'm an Investor

MAINTENANCE
EVICTIONS
MANAGEMENT
  • I'm tired of maintenance burdens
  • I don't want to pay Capital Gain Taxes
  • I don't want to lose my monthly income
  • I simply don't want to be a landlord anymore
Learn how you can benefit

I'm a Real Estate Professional​

REALTORS
ACCOUNTANTS
ATTORNEYS
  • My client doesn't want to be a landlord anymore
  • My client can't find another property 1031 exchange into
  • I want to identify a DST as a backup plan for my clients
  • My client doesn't want to sell and pay capital gain taxes
Learn how you can help your clients

If you have further questions, please do not hesitate to contact us:

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