Step-by-Step Guide to Identifying Replacement Properties in 45 Days
Author: Mark Creason | Essential 1031 Key Takeaways The 45-day identification window is one of the most critical deadlines in a 1031 exchange. Proper planning helps investors avoid rushed decisions, missed deadlines, or disqualified assets. A structured, step-by-step guide to identifying replacement properties in 45 days ensures full IRS compliance and supports long-term investment goals. […]
Passive Income Made Simple: Transitioning from Active Management to DST Investments
Author: Mark Creason | Essential 1031 Key Takeaways Delaware Statutory Trust investments (DSTs) allow real estate investors to move from hands-on property management into truly passive income Through a 1031 exchange, investors can sell an appreciated property and acquire DST interests as replacement property, deferring capital gains tax while maintaining real estate exposure. DSTs are […]
From Tenants to Trusts: How Investors Are Escaping Landlord Headaches with 1031s
Author: Mark Creason | Essential 1031 Key Takeaways A 1031 exchange allows investors to defer capital gains taxes when swapping one real estate investment for another like kind exchange, provided strict IRS regulations are followed. Many property owners are moving away from hands-on property management to pursue passive income through Delaware Statutory Trusts (DSTs). DSTs […]
Avoiding Common 1031 Mistakes: The Top Errors Investors Make
Author: Mark Creason | Essential 1031 Key Takeaways The IRS allows real estate investors to defer capital gains taxes by exchanging one investment property for another of “like kind.” Even small missteps—like taking constructive receipt of funds or identifying the wrong property-can disqualify an entire 1031 exchange. Understanding the replacement property, qualified intermediary rules, and […]
1031 Exchanges and Retirement Planning: How to Create Lifelong Passive Income
Author: Mark Creason | Essential 1031 Key Takeaways A 1031 exchange allows investors to defer capital gains taxes by reinvesting in like-kind property. Retirement-focused investors often transition from active management of real estate into Delaware Statutory Trusts (DSTs) for passive income. Strict IRS timelines apply: 45 days to identify and 180 days to acquire replacement […]
1031 Exchange Deadlines Explained: How to Stay Compliant and Stress-Free
Author: Mark Creason | Essential 1031 Key Takeaways The IRS sets two key time limits in every 1031 exchange: a 45-day identification period and a 180-day exchange period. Missing either deadline can disqualify your exchange and trigger full taxation on your gain. A clear understanding of the 1031 exchange timeline—and proper coordination with qualified professionals—helps […]
How Real Estate Funds Can Leverage Del. Statutory Trusts
Authors: Cameron Weil and Edward Hannon | Polsinelli According to recent reporting by financial news outlets, [1] approximately $84 trillion in wealth will change hands by 2045 due to our aging population. As such, investors are seeking tax-efficient solutions for portfolios, which has led to an increase in interest from real estate fund sponsors in capital-raising […]
Real Estate Fund Manager Benefits From General Solicitation While Maintaining Investor Conversions
A Strategic Opportunity Hidden Behind Regulatory Complexity A real estate fund manager had built a successful track record, consistently delivering strong returns to investors across multiple commercial property acquisitions. Their reputation within their network is solid, but growth was becoming constrained by the fundamental limitation of Rule 506(b): capital cannot be raised using general solicitation. […]
How One Broker-Dealer Eliminated Post-Subscription Declines and Restored Advisor Confidence
When Success Became a Problem A broker-dealer was experiencing strong growth in alternative investment offerings, with advisors successfully presenting opportunities and securing initial client commitments. However, a troubling pattern emerged over several months: A material number of committed subscriptions were failing after investors had already made their investment decisions. The issue wasn’t with investor interest […]
Private Equity Fund Cuts Subscription Time by 85%
The High-Stakes Nature of Private Equity Commitments Private equity fundraising operates in a uniquely competitive environment where sophisticated institutional investors evaluate multiple opportunities simultaneously. Unlike other investment vehicles, private equity funds typically have defined fundraising periods where timing and investor experience can make the difference between reaching commitments or falling short of expectations. The private […]
