Retain more capital through investments that offer tax deferral benefits
Welcome, as we have more and more conversations with clients, attorneys, CPAs and outside advisors, we have found there to be a gap in education and resources around 1031 exchanges/Delaware Statutory Trusts (DST) and Opportunity Zones.
By creating a resource and education center for our connections we hope to help close that gap and bring these funds to clients where they fit. Now, these funds aren't a one-size-fits-all, a client's financial situation needs to be thoroughly analyzed to see if they are truly a fit. Where they are a fit, they can be powerful planning tools.
-Adam Stalnaker
Webinar - Real Estate Tax StrategieS
1031 DST Exchange
- Eligible Assets include real estate held for investment purposes.
- Rollover principal and capital gains of the real estate sale.
- Eligible investments include real property without location restrictions.
- May use a passive solution to satisfying a 1031 Exchange — and that is a Delaware Statutory Trust (DST).
*To qualify as an accredited investor, a person currently must have at least $200,000 in personal income, or $300,000 for combined incomes, for two consecutive years. People with a net worth of more than $1 million jointly or with their spouse, excluding the value of their home, also qualify.
Opportunity Zone Fund
- Eligible Assets include any investment including stocks, bonds, real estate, collectables, partnership interests, etc.
- Rollover capital gains only (principal not required).
- Eligible investments includes commercial real estate, housing, infrastructure, and businesses wthin an OZ.
*To qualify as an accredited investor, a person currently must have at least $200,000 in personal income, or $300,000 for combined incomes, for two consecutive years. People with a net worth of more than $1 million jointly or with their spouse, excluding the value of their home, also qualify.