Bifurcated Exchanges into a 1031 Exchange and a Deferred Sales Trust with the possible use of a Delaware Statutory Trust for the 1031 Exchange Upside Replacement Property The usual 1031 jargon is "up in value, up in loans". In a bifurcated 1031 exchange you are doing 2 transactions- (1) a 1031 exchange and (2) a DST. The 1031, in order to qualify as fully deferred, tax … [Read more...] about Bifurcated Exchanges into a 1031 Exchange and a Deferred Sales Trust
Deferred Sales Trust
Last month we featured an article on this topic and help a webinar. This video recording drills down a little bit in that article by using a recent case that I had become involved in. While telling the back story of a real-life scenario I highlight some of the details on how a Deferred Sales Trust can be the right solution. Hello everybody and thank you for joining … [Read more...] about Webinar Playback – Deferred Sales Trust and real estate partnerships
It is not uncommon for friends or family members to pool their resources together to invest in Real Estate. Often times they employ a strategy where they systematically use a vehicle known as a 1031 exchange to reinvest in more valuable properties using tax deferral to allow their assets to grow more quickly. As with most such partnerships there comes a time when individual … [Read more...] about Can the Deferred Sales Trust Help Partners Wind Up Their Partnership in Real Estate Ownership?
There are perfectly legal ways to defer capital gains tax and reduce your overall tax burden. Those of you who own highly appreciated assets such as homes, businesses, commercial and residential real estate, even high value collectibles, are often reluctant to sell that asset because of the capital gains tax and depreciation recapture costs associated with the sale. There … [Read more...] about What are the Differences Between a Deferred Sales Trust (DST) and a Charitable Remainder Trust (CRT)?
This article was originally posted on Reef Point, LLC The difference between a Delaware Statutory Trust and a Deferred Sales Trust Many people who own or would like to own investment real estate may be familiar with the abbreviation “DST.” It is entirely possible that they could be exposed to two differently described DST’s and wonder if they are one and the same, or … [Read more...] about The Tale of Two DST’s – Delaware Statutory Trust vs Deferred Sales Trust