As our trade war with China deepens, U.S. stock markets haven’t made any real progress in 18 months and everywhere you look economic data is worse than it was last year at this time, real estate investors have to be asking themselves, what to do, what to do? The fear out there is palpable andRead more
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The steady drumbeat of affordable housing goes on. As with healthcare and education, it is now considered a basic human right by the governing class in both Portland and Salem. With recent passage of the controversial tenant screening ordinance by the Portland City Council, one more step has been taken down the slippery slope ofRead more
According to a front-page editorial in the nationally syndicated Washington Examiner, entitled “Antifa anarchy, Portland’s apathy,” Portland’s streets, “once a haven for creativity and expression, are roamed and controlled by masked thugs who violently and furiously attack people who disagree with them.”1 Furthermore, “what we have in Portland is a deliberate and cowardly failure ofRead more
Robert S. Smith – July 9, 2019 There is an old saying, “you can run but you can’t hide.” This means you can try to escape what you fear most but ultimately you must face it. This saying originated in the United States in the 1940s and is attributed to boxing great Joe Louis describingRead more
What, you ask does Arthur Laffer have to do with Delaware statutory trusts? Plenty, if you want to make money. This is because in a world where most people are wrong most of the time (professional, academic and government economists) he has the disconcerting habit of being right. In a world dominated by liberal economistsRead more
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
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