Webinar: Bridging The Gap – Why Institutional Firms Are Struggling in Retail
In this engaging discussion, industry leaders from 1776ing and Vistra explore the hurdles institutional firms face when entering the retail investment market. The conversation highlights how modern technology, operational efficiency, and strategic partnerships are critical to overcoming challenges and delivering a better experience for both advisors and retail investors. Institutional firms are rethinking how they […]
Can You Do a 1031 Exchange on a Vacation Home? Understanding IRS Rules
For accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—real estate is a cornerstone of wealth-building, and a 1031 exchange offers a powerful way to defer capital gains taxes when selling investment properties. Named after Section 1031 of the Internal Revenue Code, this strategy […]
The Pros and Cons of Doing a 1031 Exchange vs. Selling for Cash
For accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—real estate is a vital wealth-building tool, but deciding whether to sell an investment property for cash or pursue a 1031 exchange presents a critical financial fork in the road. A 1031 exchange, named after […]
How to Use a 1031 Exchange to Diversify Your Real Estate Portfolio
Real estate is a cornerstone of wealth for accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—but concentration in a single property or market can spell trouble. A single-family rental in a volatile city, a commercial space tied to one industry, or a portfolio […]
1031 Exchanges and Estate Planning: How to Pass Wealth Tax-Free to Your Heirs
For accredited investors—those with a net worth exceeding $1 million (excluding their primary residence) or annual income above $200,000 ($300,000 joint)—real estate is often a cornerstone of wealth, but passing it to heirs can come with a hefty tax sting. Capital gains taxes on appreciated properties, amassed over decades, can erode the legacy you’ve built, […]
Vistra collaborates with 1776ing to enhance alternative investment processing
New York, X February 2025 – Vistra, a leading provider of essential business services that help organisations to invest and grow efficiently and compliantly across the world, and 1776ing, a cutting-edge financial technology platform for alternative investments, have launched a strategic partnership to streamline investor data transfer through direct digital connectivity. This marks a significant […]
Webinar: Technology & Alternatives – Embracing Innovation
Watch 1776ing and Vistra discuss how Alternatives Providers are partnering to solve industry problems, increase access to Alternatives, and helping Sponsors & Broker-Dealers raise more capital efficiently and faster! Learn more about how 1776ing can better enable you to generate wealth, contact our leadership team today! Find the section you’re most interested in using the […]
Surging Interest for Alternative Investments & The Need for FinTech Solutions
Executive Summary: With Donald J. Trump’s second presidential term now underway, private market investing is likely to see growth for a variety of reasons. Economic policies promoting domestic development, U.S. manufacturing, and favorable tax structures are expected to bolster Alternative Investments as a key wealth creation vehicle. With demand for Alternatives rising, technology platforms like […]
Maximizing Opportunity Zone Investments Through Real Estate Syndications: Best Practices & Tips
Are you looking to maximize your returns while making a positive impact? Combining real estate syndications with Opportunity Zone investments might be the strategy you need for maximizing opportunity zone investments through real estate syndications. This article will guide you through the essentials of leveraging tax benefits and pooling resources to enhance your investment outcomes. […]
Top Opportunity Zone Investment Exit Strategies: When and How to Cash Out
Knowing when and how to cash out of Opportunity Zone investments can maximize your returns and minimize taxes. This guide covers top opportunity zone investment exit strategies when and how to cash out, optimal timing, and critical tax considerations. Stay tuned for expert advice on planning your exit. Opportunity Zone investments offer unique tax benefits […]
