Real Estate Investment and DST 1031 Exchanges

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Our services in Real Estate Investment and DST 1031 Exchanges are designed to enhance your portfolio through strategic exposure to institutional real estate funds and to provide expert guidance on tax-efficient investment strategies. Here’s how we can assist:

  1. Institutional Real Estate Funds – We help you integrate institutional real estate funds into your portfolio, providing a diversified exposure to real estate markets without the need to directly purchase or manage properties. This approach taps into the expertise of seasoned real estate professionals managing large-scale investments.
  2. 1031 Exchanges with DSTs – For investors looking to defer capital gains taxes, we offer specialized guidance on Delaware Statutory Trusts (DSTs) in conjunction with 1031 exchanges. This strategy allows you to roll over the proceeds from the sale of one investment property into a DST, maintaining the tax-deferred status without the burdens of direct property management.
  3. Tax Efficiency – We navigate the complexities of real estate-related tax regulations to optimize your investment outcomes. By utilizing DSTs and 1031 exchanges, we help you maximize tax advantages and reinvest more efficiently in institutional-grade real estate.
  4. Risk Management – Assessing and mitigating risks associated with real estate investments is crucial. We provide insights into market trends, economic factors, and regulatory changes that impact institutional real estate investments.
  5. Strategic Allocation – We ensure that your real estate investments are aligned with your broader financial goals, risk tolerance, and investment timeline, enhancing your overall portfolio diversification.
  6. Exit Strategies – Our team advises on structuring effective exit strategies from real estate investments, considering market conditions and your financial planning objectives to optimize returns.

Partner with us to leverage the growth potential of real estate while enjoying the benefits of professional management and strategic tax planning. Our expertise in institutional real estate funds and DST 1031 exchanges ensures that your investments are both dynamic and well-protected.

Call Us

Phone: 800.517.9230
Office: 410.286.9230
Fax: 410.286.9233

Our Location

2444 Solomons Island Road
Suite 212
Annapolis MD 21401