OPPORTUNITIES OVERVIEW

Retain more capital through investments that offer tax deferral benefits

Throughout our conversations with clients, attorneys, CPAs, and outside advisors, we have found there to be a gap in education and resources around 1031 exchanges/Delaware Statutory Trusts (DST) and Opportunity Zones. 

By creating a resource and education center for our connections we hope to help close that gap and bring these funds to clients where they fit. Now, these funds aren’t a one-size-fits-all, a client’s financial situation needs to be thoroughly analyzed to see if they are truly a fit. Where they are a fit, they can be powerful planning tools.

ROCKPORT WEBINAR

Real Estate Tax Strategies

ROCKPORT WEBINAR

Utilizing DSTs in a 1031 Exchange

1031 DST EXCHANGE
  • Eligible Assets include real estate held for investment purposes.
  • Rollover principal and capital gains of the real estate sale.
  • Eligible investments include real property without location restrictions.
  • May use a passive solution to satisfying a 1031 Exchange — and that is a Delaware Statutory Trust (DST).
LEARN MORe

*To qualify as an accredited investor, a person currently must have at least $200,000 in personal income, or $300,000 for combined incomes, for two consecutive years. People with a net worth of more than $1 million jointly or with their spouse, excluding the value of their home, also qualify.

OPPORTUNITY ZONE FUND
  • Eligible Assets include any investment including stocks, bonds, real estate, collectables, partnership interests, etc.
  • Rollover capital gains only (principal not required).
  • Eligible investments includes commercial real estate, housing, infrastructure, and businesses wthin an OZ.
LEARN MORe

*To qualify as an accredited investor, a person currently must have at least $200,000 in personal income, or $300,000 for combined incomes, for two consecutive years. People with a net worth of more than $1 million jointly or with their spouse, excluding the value of their home, also qualify.