Category: Articles

What Is The History of Tax Deferred Exchanging? Tax deferred exchanging has been around a long while. In fact in some form, it has been with us since the 1920s. However, the difficulty associated with completing an exchange from then up until the late seventies, was directly related to those issues which arose around having to complete every transaction simultaneously. That’s right, up until the case law which came out of the Starker decisions, every exchange had to be done where all the transfers were completed on the same day. Not an easy task at all. But what happened with

So, you’re ready to sell your property and make a 1031 exchange into a DST property. You can almost taste the retirement piña coladas and feel the gentle wind of the golf course on your face. Aside from finding the right Qualified Intermediary to help you make the exchange, you want to find a firm you can trust to help you find DST properties may help you enjoy retirement. Here’s why hundreds of DST 1031 investors have chosen Breakwater Capital over the years: 01. Breakwater Capital is Specialized in DST 1031S DSTs are what we do! We live and breathe

Commercial real estate, long considered an “alternative” asset class, has historically had significant barriers to entry. The cost, lack of widely-accessible property information, and risk associated with buying properties individually has meant that only the most well-off could enter the space. This includes institutional investors such as life insurance companies, endowments and pension funds as well as family offices and extremely high-net worth individuals. However, the advent of Delaware Statutory Trusts, or DSTs, has begun to level the playing field. Today, DSTs provide a way for individuals to fractionally invest in the assets of a trust, with those assets being

There are a number of potential benefits of exchanging into a Delaware Statutory Trust (DST) 1031 property. It is important to note that these should be carefully weighed with the potential risks that we have outlined at the end of this article. You should also read the risk section of each DST 1031 property’s offering materials in detail prior to investing. Eliminating the day-to-day headaches of property management Many of our clients are at or near retirement, and they are tired of the hassles that real estate ownership and management often bring. They are tired of the tenants, toilets and

DSTS ARE THE FUTURE As the markets continue their recovery in 2013 and beyond, investors face a more challenging tax environment. Federal capital gains taxes have increased from 15 percent to 20 percent for high-income taxpayers, passive investment income is now subject to a 3.8 percent Medicare tax, and many states are attacking budget shortfalls through higher taxes. Separately, scores of old Section 1031 investment programs — designed to defer taxes pursuant to Section 1031 of the federal tax law — are coming full cycle in the next three to five years. This correlation of events is reinvigorating interest in