Below is a slide show presentation regarding DSTs & Opportunity Zones created by our Chief Compliance Officer Tim Witt. Tim has been in the alternative asset space as long as we have (20+ yrs.) albeit on the compliance side rather than sales. Download The Slide Show Here: 1031-OZ Workshop SlidesRead more
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Thanks to the 1031 exchange, avoiding capital gains tax liability on the sale of real property is nothing new to real estate investors. However, the ability to expand upon this and shelter other highly appreciated assets from taxation is a game changer. Therefore, the enthusiasm surrounding opportunity zone programs created by the Tax Cuts andRead more
As the war drags on between Portland landlords and city government, delaware statutory trusts are looking more attractive all the time. Quoting Sue Scott, a long-time Portland landlord, “The city is using legislation and the threats of huge penalties, fines and fees to put the housing crisis on the backs of those who provide housing.”Read more
The Delaware Statutory Trust Universe is fairly small. As this is being written, there are only 31 active DST sponsors in the space. As mentioned in a previous article (DST Properties, All Sponsors Are Not Created Equal) only three of these: Inland, Passco and AEI predate 2008 and the great housing market crash. All othersRead more
So long blue states, hello red states. There are rich states and there are poor states. As an income property owner, no matter where you may live, (DST) Delaware statutory trust companies and the investment products they provide now give you the opportunity to maximize your returns in terms of income and potential appreciation. ThisRead more
No one will take issue with the statement that we live in polarized times. Blue and red states have increasingly little in common form both a sociological and economic standpoint. In some circumstances, the differences border on outright hostility. Witness New York Governor Andrew Cuomo’s recent rant regarding Florida stealing its most prized high-income residentsRead more
Now that all the backslapping and high fiving in Salem over rent control is done, perhaps it’s time for some sober reflection over just what has been wrought. Sky rocketing rental prices in cities such as Seattle, Portland, Washington DC and Boston, where many folks want to live is indeed a problem. However, is rentRead more
Like Alice’s Adventures in Wonderland and Through the Looking Glass, things in Oregon just keep getting “curiouser and curiouser!” Not content to be the first state in the nation to impose statewide rent control, Portland Commissioner and rocket scientist (we don’t know whether she ever finished high school, just that she dropped out) Chole EudalyRead more
Cribbing from Hunter S. Thompson and his iconic book, Fear and Loathing in Las Vegas, progressives bi-coastal war on property owner rights seems like a surreal descent into the fevered imagination of the new left: Capitalist boogeymen everywhere. Profit is theft. Amazon hurts small business and the working man. They’re tired, left wing tropes are endless.Read more
“Innovative” is the word Governor Kate Brown uses to describe the rent control bill being rushed through the Oregon Legislature. “Innovative” is defined as “original, new, fresh, unorthodox, off center, unfamiliar and experimental.” All words which put the fear of god into capital and capitalists. Wherever and whenever money is invested, investors must be compensatedRead more