Writing
Notes on 1031 exchanges, DSTs, and how I evaluate the offerings I make available to investors.
How I Build Your 1031 Exchange Solution, Step by Step
See how I build a 1031 exchange solution: the questions I ask, the equity and debt math, the 45- and 180-day deadlines, DST choices, and closing.
How to Choose a DST: A Practical Framework
How to choose a Delaware Statutory Trust (DST) for a 1031 exchange: start with your needs, then check the sponsor, property, debt, fees, income, and exit.
Inside My DST Due Diligence Process
How I vet DST offerings before showing them to 1031 investors: the sponsor, the debt, the tenants, third-party reports, red flags, and checks you can run.
What Are Oil and Gas Royalties? A Plain-English Guide
Learn what oil and gas royalties are, how royalty checks are calculated, what drives the income, the risks, and how royalties can fit a 1031 exchange.
What Is a 721 Exchange (UPREIT) DST? A Plain Guide
A 721 exchange DST can roll your 1031 property into a REIT's operating partnership. Learn how it works, what you gain, what you give up, and the costs.
What Is a Delaware Statutory Trust (DST)? A Plain Guide
A Delaware Statutory Trust (DST) lets 1031 investors own a share of large, professionally run property. Learn how DSTs work and their costs, risks, and exits.