Unraveling the Mystery of DSTs or Delaware Statutory Trusts on Go Ahead, ASK! Podcast

An Introduction to Delaware Statutory Trusts (DSTs)

One of the most difficult tasks involved in structuring and successfully completing a Tax Deferred Exchange transaction is locating and identifying suitable replacement property within the prescribed deadlines required under Section 1031 of the Internal Revenue Code.  

This is especially true in difficult real estate markets like today when you have limited available inventory on the market and must compete with multiple offers and bidding wars.  The 45 calendar day identification period is often not enough time to perform market research and adequate due diligence.  

Delaware Statutory Trust of DSTs 

One option that can take much of the risk out identifying potential replacement properties in a 1031 Exchange transaction is the Delaware Statutory Trust of DST.  The Exeter Group Unravels the Mystery of the Delaware Statutory Trusts on Go Ahead, ASK! Podcast. 

Delaware Statutory Trusts (DSTs) 

Next Episode of Go Ahead, ASK! Podcast 

Join us on the next episode of Go Ahead, ASK! Podcast as we unravel the mystery of Title Holding Trusts (Land Trusts).  You can email your questions to ASK@exeterco.com or call (619) 239-3091. 

Unraveling the Mystery of Self-Directed IRAs on Go Ahead, ASK! Podcast (SDIRAs)

An Introduction to Self-Directed IRAs (SDIRAs) 

There has always been lots of questions and confusion surrounding Self-Directed IRAs and Self-Directed Individual 401(k) Plans (often referred to as "SDIRAs" and "Solo-Ks).  The more common questions asked by those investors who are just learning about Self-Directed Retirement Accounts often include: 

• What is a Self-Directed IRA or Individual 401(k) Plan?
• What type of assets can my SDIRA invest in? 
• What are Alternative (Non-Traditional) Investments?
• How can I get started and investment with a SDIRA?  
• Which IRA Custodian is right for my investment goals? 
• Can I buy my personal residence inside of my SDIRA
• Can I loan money to myself or a family member?  

Investors often query 3 or 4 different advisors, brokers or financial institutions and walk away with 3 or 4 different answers.  These responses are often just the advisors' opinions and create contradictory and confusing guidance for many self-directed, do-it-yourself investors (DIYI).

Unraveling the Mystery of Self-Directed IRAs 

Self-Directed IRAs and Individual 401(k) Plans are powerful, tax-favored, strategic retirement saving and planning tools that every real estate investor should at least consider.  The Exeter Group Unravels the Mystery of Self-Directed IRAs and Individual 401(k) Plans on Go Ahead, ASK! Podcast with Bill Exeter, President and Chief Executive Officer, The Exeter Group of Companies, including Exeter Trust Company that serves as an IRA Custodian.  Join us now....

An Introduction to Self-Directed IRAs (SDIRAs) and Individual 401(k) Plans (Solo-Ks) 

Next Episode of Go Ahead, ASK! Podcast 

Join us on the next episode of Go Ahead, ASK! Podcast as we unravel the mystery of Title Holding Trusts (Land Trusts).  You can email your questions to ASK@exeterco.com or call (619) 239-3091. 

Failed 1031 Exchange Consequences and Strategies on Go Ahead, ASK! Podcast

1031 Exchanges Don't Always Work Out

Sometimes Tax Deferred Exchange transactions, usually referred to as 1031 Exchanges, just do not work out as planned.  It might be that you are unable to find any potential replacement properties that meet your financial goals and objectives, or that pass your due diligence requirements, or that pencil out from a cash flow perspective.  Or, it might be that you encounter unexpected financing challenges, clouds on legal title, or defects to the property. 

In any event, under certain circumstances like those mentioned above investors may not be able to complete their 1031 Exchange transaction.  What then? 

Failed 1031 Exchange Strategies 

What happens when you start a 1031 Exchange but you’re not able to complete your 1031 Exchange?  When is a failed 1031 Exchange taxable? 

The Exeter Group Unravels the Mystery of Failed 1031 Exchange Strategies with Bill Exeter, President and Chief Executive Officer, The Exeter Group of Companies.  Join us now....

Failed 1031 Exchange Consequences and Strategies 

Next Episode of Go Ahead, ASK! Podcast

Join us on the next episode of Go Ahead, ASK! Podcast as we unravel the mystery of Self-Directed IRAs and Self-Directed Individual 401(k) Plans.  You can email your questions to ASK@exeterco.com or call (619) 239-3091. 

Tax-Deferred and Tax-Exclusion Strategies Other Than 1031 Exchanges on Go Ahead, ASK! Podcast Ep. 08

1031 Exchange Often Best Strategy 

The 1031 Exchange is often the right tax-deferred strategy for investors to use when selling rental, investment or business use real property, but not always.  It's important to keep the other more common tax-deferred and tax-exclusion strategies in mind just in case they are more appropriate under certain circumstances. 

Other Tax-Deferred and Tax-Exclusion Strategies 

Investors need to at least be aware of Section 1033 Exchanges, Section 1034 Exchanges, Section 721 Contributions (upREITs), Section 121 Exclusions, Section 453 Installment Sales, Charitable Remainder Trusts (CRTs), and Delaware Statutory Trusts (DSTs).  

As with any income tax strategy, especially certain tax-deferred and tax-exclusion strategies for rental, investment or business use real estate, there is confusion surrounding the topic.  There are always lots of opinions that sound like fact.  

The Exeter Group Unravels the Mystery of Other Tax-Deferred and Tax-Exclusion Strategies that might be appropriate for investors under certain circumstances.  Join Lauren Speidel, Regional Manager and Bill Exeter, President and Chief Executive Officer, The Exeter Group now....

Tax-Deferred and Tax-Exclusion Strategies Other Than 1031 Exchanges

Qualified Opportunity Zone Investments with David Levinson on Go Ahead, ASK!

Tax Cuts and Jobs Act of 2017

The Tax Cuts and Jobs Act of 2017 (TCJA) created a new investment incentive program called the Qualified Opportunity Zone or QOZ.  Its purpose is to promote growth in economically challenged areas or "zones" by stimulating investment activity in those "zones."  

Qualified Opportunity Zones

There are approximately 8,700 "zones" that have been selected by the Governors of each state and then designated by the Federal government as Qualified Opportunity Zones within the United States.  

As with any new income tax strategy, especially the ones that are designed to stimulate economic investment activity, Qualified Opportunity Zone Investments create their own complexities and confusion. 

The Exeter Group Unravels the Mystery of Qualified Opportunity Zone Investments during an interview with David Levinson, American Trust Investment Services, on Go Ahead, ASK! 

Qualified Opportunity Zone Investments with David Levinson on Go Ahead, ASK! Podcast

Permissible vs. Non-Permissible 1031 Exchange Expenses on Go Ahead, ASK! Podcast Ep. 06

1031 Exchange transactions pursuant to Section 1031 of the Internal Revenue Code can be very complex and extremely confusing, especially to an investor that has never completed a 1031 Exchange transaction before.  The Exeter Group demystifies what qualifies as a permissible vs. non-permissible 1031 Exchange Expense and what the income tax consequences are on the Go Ahead, ASK! Podcast.  

We have been Unraveling the Mystery of 1031 Exchanges on the Go Ahead, ASK Podcast. We take a deeper dive on Episode 06 of Go Ahead, ASK! by The Exeter Group into closing costs, what is considered to be permissible vs. non-permissible for 1031 Exchange purposes, and how you can avoid triggering small amounts of taxable gain even on a successful 1031 Exchange. Join us now....

Go Ahead, ASK! Podcast by The Exeter Group.  Unraveling the Mystery of 1031 Exchanges - Permissible vs. Non-Permissible 1031 Exchange Expenses