by Robert L. Boggess | Mar 21, 2025 | Delaware Statutory Trust, REAL ESTATE, TAX MITIGATION
Delaware Statutory Trusts (DSTs ) have emerged as form of ownership as an alternative to Tenants in Common (TIC). Investors who hold highly appreciated real estate assets may be at a stage of their lives when they are seeking more passive investment opportunities....
by Robert L. Boggess | Jun 25, 2019 | Delaware Statutory Trust, TAX MITIGATION
A Delaware Statutory Trust (DST) provides an efficient vehicle to benefit from the advantages of a 1031 exchange. The DST structure allows an investor to buy fractional interest in large, institutional quality,* professionally managed commercial real property as...
by Robert L. Boggess | Apr 29, 2019 | REAL ESTATE
Defer Tax on Gain You own commercial real estate with all of its rights and responsibilities. Perhaps you want to cash in on the equity you have built up in the last decade or you are through dealing with tenants. You’re ready to create income without having to work;...
by Robert L. Boggess | Feb 11, 2019 | Delaware Statutory Trust
1. What transaction fees are involved from IREXA? All transaction fees are built into each purchase and are paid for by the sponsor. IREXA receives its fees from the sponsor. They include normal closing costs, and costs of securitization. On a 50% leveraged purchase,...
by Robert L. Boggess | Feb 2, 2019 | TAX MITIGATION
CASE STUDY: Why Use a 1031 Exchange When You’ve Lost Money on a Real Estate Transaction? Changing Tactics in a 1031 Exchange May Save Taxes CLIENT: The client invests as a family limited partnership entity. It originally invested $1,000,000 into a TIC property...
