REITs and DSTs both offer passive real estate exposure—but only one qualifies for a 1031 exchange. Here’s what you need to know before you invest.

Learn how investors use Qualified Opportunity Zone funds to defer capital gains taxes and invest in high-growth communities across the U.S.

Learn why tracking your investment performance is critical to maximizing returns, reducing risk, and building long-term wealth.

Real estate investors: understand active vs. passive 1031 Exchange replacement options, from NNN leases to DSTs, and find the strategy that fits your life.

Selling a California rental property? Learn the tax-deferral strategies investors use, including 1031 exchanges and DSTs, to keep more of what they’ve built.

Commonly referred to as an Umbrella Partnership Real Estate Investment Trust (UPREIT) transaction or a 721 Exchange, Section 721 of the Internal Revenue Code provides investors who are interested in selling their real estate assets an alternative strategy to defer capital gains taxes on the property sale.

Despite its potential to offer benefits for all kinds of capital gains taxes, the Qualified Opportunity Zone (QOZ) Program is often overlooked by investors.

Many of the passive real estate investment strategies offered with Legacy are not available to the general public and require you to be an accredited investor. Here are the requirements to qualify for this classification.

While the concept of investing in real estate is nothing new, many investors are still unaware that their options for real estate investments extend beyond the purchase and management of physical properties.

The Delaware Statutory Trust (DST) has emerged as a popular vehicle for fractional ownership. Understanding DSTs may help with a 1031 Exchange.