1031 Exchange - Delaware Statutory Trust (DST)

Our Clients are Real Estate Investors, Business Owners and Land Owners

All have their own stories but come to us with specific needs

Real estate investors

The dreaded Three Ts. Plus Covid-19. Being a landlord is hard work. Maybe its time to retire (or at least slow down). Mailbox money sure sounds nice.

Take advantage of this hot real estate market. Your property has appreciated, but why sell and be forced to buy in the same market again? Instead create geographic and asset class diversity.

I’m Selling my Business

Congratulations. Now comes the tax bill. If you have real estate for use in your business, its 1031 exchange eligible. That’s great news, but what do you do next?

Farmers and land owners struggling with succession planning

Your identity is the land you work and own. Unfortunately your family may not want to keep it past your lifetime. You need a succession plan for your family.