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...
by Robert L. Boggess | Dec 20, 2018 | Delaware Statutory Trust, TAX MITIGATION
The 1031 exchange can be a powerful wealth-building tool available to taxpayers who have real estate investments. It has been a major part of the successful strategy of many real estate investors. At IREXA, we help you locate the right replacement property, then...
by Robert L. Boggess | Jul 12, 2018 | TAX MITIGATION
Using charitable contributions of a conservation easement, A Charitable Contribution of a Conservation Easement (CE) IRC § 170(h), may be used to mitigate taxes due to ordinary income. IRC § 170 (h) allows users to make contributions for charitable purposes that...
by Robert L. Boggess | Jun 14, 2018 | REAL ESTATE
Many real estate investors buy property as a long-term wealth-building strategy. They start investing small, then reinvest to grow their portfolio. Investment property provides passive income and may create legacy wealth for investor and their family. Investors buy...
by Robert L. Boggess | May 10, 2018 | TAX MITIGATION
A married couple in their mid-forties approached me to have a financial analysis based on my Strategic Tax Mitigation™ protocol. Their chief concerns included: the lack of strategies they had to reduce their current taxes and to develop a better retirement income...
by Robert L. Boggess | Apr 9, 2018 | TAX MITIGATION
The Credit Tenant Loan 1031 exchange strategy focuses on the potential of obtaining the maximum cash out of a real estate transaction. It relies on a 1031 exchange, but the exchange is only a vehicle for providing cash from the sale of the relinquished property. Some...
