Investment Resources

Access our educational materials and insights to help you make informed investment decisions.

Tax Code
ABD – Accelerated Bonus Depreciation
Understanding IRC §168(k) and how it can benefit real estate investors through accelerated depreciation.
Tax Code
QOZ – Qualified Opportunity Zone
Exploring IRC §1400Z-1/2 and the tax benefits of investing in designated opportunity zones.
Tax Code
DST – Delaware Statutory Trust
Detailed guide to IRC §1031 exchanges using Delaware Statutory Trusts as replacement properties.
Tax Code
QSBS – Qualified Small Business Stock
Understanding IRC §1202 and the potential for tax-free capital gains on qualified small business investments.
Tax Code
IDC – Intangible Drilling Costs
Exploring IRC §263(c)/59(e) and the tax advantages for oil and gas investments.
Guide
DST Investment Guide
Comprehensive guide to Delaware Statutory Trust investments and their benefits for 1031 exchanges.
Guide
Tax Advantages of DSTs
Learn about the potential tax benefits and considerations when investing in DST properties.
Video
Investment Webinars
Educational webinars featuring industry experts discussing alternative investment strategies.
Report
Market Reports
Quarterly market analysis and investment outlook reports for alternative investments.
Guide
Investment Timeline
Understanding the typical timeline for DST investments from acquisition to disposition.
Case Study
Investor Case Studies
Real-world examples of successful investment strategies and outcomes.
Guide
DST Legal Structure
Detailed explanation of the legal structure and considerations for Delaware Statutory Trusts.

Upcoming Webinars

Join our investment specialists for live educational webinars covering a range of alternative investment topics.

DST Investment Fundamentals

May 15, 2023

An introduction to Delaware Statutory Trusts and their role in 1031 exchanges.

Real Estate Market Outlook

May 22, 2023

Analysis of current market trends and future outlook for commercial real estate sectors.

Tax Strategies for Investors

June 5, 2023

Effective tax planning strategies for real estate investors and high-net-worth individuals.

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