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Tax and legal advisors reviewing potential replacement properties

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

Investor discovering 1031s as a way to preserve wealth through tax mitigation

1031 Exchange vs. Paying Capital Gains Taxes: Which Option Yields Better Long-Term Returns?

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

Investor showing risk tolerance with his investment strategy

Balancing Risk and Reward in Opportunity Zone Investments

Balancing risk and reward in Opportunity Zone investments is crucial for achieving substantial returns while managing potential downsides. Opportunity Zones offer significant

Going from active property management to commercial real estate via a dst

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

Boost economic growth and defer paying taxes with a qualified opportunity zone fund

Navigating tax benefits in opportunity zones: an investors guide

Navigating tax benefits in Opportunity Zones: A Investors Guide is crucial for investors aiming to defer, reduce, or eliminate capital gains taxes.

Advisor looking over cash on cash return in a financial plan for private placement life insurance

The Accredited Investor’s Blueprint for Tax‑Efficient Passive Income

Authors: Matt Blackwell & Michael Reiger, CFA | Reliant Real Estate Management Introduction: Why Tax Efficiency Matters More Than Ever When it

deferred capital gains tax for direct property ownership

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

Investor reviewing stock performance since the global financial crisis

The One Asset Class That Outperformed During Every Major Market Dip

Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management For high-net-worth, accredited investors, one question looms large during economic

Active property management with real estate holdings

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

The sponsorship game and sales pitch losing to sponsorship roi and valuable insights from leading edge data driven decisions

How to Spot a Top-Tier Sponsor in a Sea of Flashy Marketers

Authors: Matt Blackwell & Michael Rieger, CFA | Reliant Real Estate Management In today’s investment world, it’s not hard to find sponsors

Working capital assets under proposed regulations

Decoding The Working Capital Safe Harbor Plan For Opportunity Zone Investors

Opportunity Zone investments offer a unique chance to defer capital gains taxes and potentially achieve tax-free growth. One of the most important

Illustration of a city skyline with various buildings and infrastructure

How OZ Investments Are Shaping Economic Landscapes: Real Impacts and Future Prospects

Opportunity Zone (OZ) investments are changing the economic landscape of low-income communities. Introduced in 2017, these investments offer tax incentives to attract

In the Press

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

Discover Blind Spots Partnership Thumbnail

A Partnership That Addresses Advisors’ Most Critical Growth Needs

Atlanta, GA & Burlington, NC — December 5, 2025 Financial advisors face a crisis of differentiation regarding their value, client experiences, and

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