Insights on 1031 exchanges, real estate investment structures, and financial planning strategy from Alta Investment Group.
A partial 1031 exchange lets business owners reinvest only part of their sale proceeds into qualifying replacement real estate while taking some cash out, deferring a portion of the gain instead of all of it. Here's how the mechanics, deadlines, and tax tradeoffs work.
Read the articleFor business owners holding appreciated real estate, the step-up in basis at death can be a powerful complement to 1031 exchanges and DSTs when the goal shifts from deferring gain to preserving wealth across generations.
Read the articleBusiness owners who hold a mix of residential, commercial, and investment real estate often plan each property's taxes in isolation. Here's why looking at the whole portfolio together tends to reveal opportunities a fragmented approach misses.
Read the articleA side-by-side look at how 1031 exchanges and Qualified Opportunity Zone investing defer capital gains differently, and what business owners should weigh before their next sale or liquidity event.
Read the articleAn unplanned real estate sale can trigger several layers of tax at once — capital gains, depreciation recapture, the net investment income tax, and state tax. Here's why business owners lose money when they skip pre-sale planning.
Read the articleA plain-English guide to Delaware Statutory Trusts (DSTs) for accredited investors weighing a 1031 exchange, covering how DSTs work, key benefits, and the risks worth understanding before you commit.
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