The Newsletter Professionals and Veterans Actually Read
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The Fed Paused. Here's Why 1031 Investors Shouldn't.
Two Fed officials voted to raise rates last week. Ten voted to hold. Inflation is at 3.7%.
If you have a 1031 clock running, the Fed isn't on your calendar, but your 45 and 180 days are. I wrote up what deal makers are saying, where CMBS stress really sits (hint: not every property type), and the questions to ask before year-end.
Fed Interest Rate Hike 2026: How the First Rate Increase Since 2023 Is Affecting Mortgages, Bonds, and Retirement Portfolios
Year-End Tax Planning for Accredited Investors: The Moves to Make Before December 31
The best tax moves of the year almost never happen in April. They happen in the next few months, before December 31, while there's still time to actually act.
Tax loss harvesting, real estate sale timing, Net Investment Income Tax exposure, retirement contributions, charitable strategies, Qualified Opportunity Funds. Every one of these requires a decision before year-end, not a conversation after your return is already being prepared.
New article walks through the full year-end checklist for accredited investors and real estate owners.
Avoiding Boot in a 1031 Exchange: The Tax Surprise That Catches Careful Investors Off Guard
You can execute a flawless 1031 exchange, hit every deadline, use a Qualified Intermediary correctly, reinvest every dollar of your proceeds, and still get a tax bill you weren't expecting.
It's called boot. And the version that catches careful investors off guard isn't cash they took at closing. It's debt relief. Sell a property with $400,000 of debt, exchange into one with $200,000, and that $200,000 reduction can be taxable even though you never touched a dollar yourself.
New article breaks down both forms of boot, how debt replacement actually works, when a partial exchange is a smart, deliberate choice, and the checklist to avoid surprises.
7 Signs It Might Be Time to Sell Your Investment Property (And What to Do Next)
Your rental property hasn't changed. You have.
That's usually the real story behind "should I sell my rental property." Not a market shift, a life shift, dread over the phone ringing, equity that's outgrown its performance, a plan that was built for a different season of life.
New article walks through 7 honest signs it might be time to sell, the myths that keep people holding on too long, and what to actually do with the proceeds if you decide to move forward.
Recognize a few of these signs in your own situation?
ExchangeRight Fully Subscribes $26.95 Million Net-Leased All-Cash 19 DST: What the Debt-Free Trend Means for Your Exchange
A $26.95 million debt-free DST just closed, backed by a 20-year master lease guarantee and tenants like Fred Meyer, Hobby Lobby, and Verizon.
It's already fully subscribed, so this isn't a pitch to chase it. But the structure is worth understanding: no leverage, necessity-based tenants, and a multi-path exit strategy offering cash-out, 1031, and 721 exchange options, with the sponsor stating plainly there's no guarantee those outcomes actually happen.
New article breaks down what this offering reveals about current investor demand and the questions worth asking about any similarly structured DST.
DST vs. Direct Property in a 1031 Exchange: Which Replacement Strategy Actually Fits Your Life?
Same tax deferral. Two completely different lives afterward.
A DST and a directly owned replacement property can both satisfy your 1031 exchange. The IRS doesn't care which one you pick. Your calendar, your stress level, and your retirement plan absolutely do.
New article breaks down the real tradeoffs, control versus passivity, leverage versus liquidity, concentration versus diversification, and the honest questions to ask yourself before choosing either path.
What Is a Delaware Statutory Trust (DST)? The Passive 1031 Exchange Option Most Property Owners Don't Know About
You can be done being a landlord without being done owning real estate.
That's the entire idea behind a Delaware Statutory Trust, a 1031-eligible structure that lets you exchange out of a property you're actively managing and into a passive, fractional interest in institutional-grade real estate. No tenant calls. No maintenance emergencies. Still real estate. Still deferred capital gains tax.
It's not for everyone; it's illiquid; it's for accredited investors, and it comes with real risk like any investment. But for the right investor at the right stage, it can be the difference between staying in the job of managing property and actually stepping into retirement.
New article breaks down exactly how DSTs work, who they fit, and what to watch for.
Wondering if a DST fits your exit?