Archer Field Notes

DSTs vs REITS

While your financial advisor may be great at putting together your stock portfolio, many are unaware of the benefits and peace of mind investing in DSTs can provide (especially when compared to REITs). This lack of understanding can potentially be costing you money and equity. I’m assuming you don’t want to have to pay unnecessary… read more

Are Your Rental Properties Weighing You Down?

Meet Jack. He’s a 58-year old engineer, lives in Los Angeles, and owns four residential rental properties. He manages them himself, and lately, it’s been exhausting. As Jack starts planning for retirement, he thinks his time might be better spent off the highway traveling between his properties, and concentrating on the next chapter in his… read more

Set Your Financial Life Free – With DST Investments

Owning and maintaining a traditional rental property requires lots of time actively managing that property. Whether unclogging toilets or paying the taxes, overseeing property may become expensive, and may lead to stress in the tenant-owner relationship. Owning a DST is vastly different. Property owners are no longer hamstrung by daily upkeep and repairs. My clients experience a… read more

What Do Doctors and Real Estate Investment Advisors Have In Common?

Plenty of well-intentioned people enter the investing ring believing that they don’t need any professional guidance. Educated investors who’ve socked away a sizeable nest egg assume that money is the only qualification necessary to make solid investment decisions. While it’s true that some people are successful when investing on their own, many more people find… read more

Long Term Capital Gains Tax Rates

Long Term Capital Gains Tax Rates For Most Accredited Investors (1) Element Rate Federal (2) 15-20% State 0-10.3% Depreciation Recapture 25% of Depreciation Claimed Medical Surtax 3.80% 1. These rates be differ among the various tax brackets and/or income brackets 2. Taxpayers in the 10% and 15% tax brackets pay no Federal Capital Gains tax.… read more

Definition of Accredited Investors

Currently, accredited investors make up about 8.25 percent of the US population. It’s a small and exclusive club the SEC has delineated on the assumption that, due to their financial success, these people will be able to judge and participate in more sophisticated offerings as seasoned investors. Accredited investors are the only people who qualify… read more

History of Syndicated Real Estate (Tenant-in-Common and DST Properties)

Back in the early 2000s, the leading Sponsors and real estate attorneys worked together with the IRS and established guidelines that would make the then Tenant-in-Common (TIC) co-ownership structure clearly qualify for 1031 Exchange. The text of the result, IRS Revenue Procedure 2002-22, is shown in full here. As a result of Rev. Proc. 2002-22,… read more

Property Types in Syndicated Real Estate

Syndicated real estate investing is found in many different types of properties with multiple subcategories. Each type of property has its benefits and drawbacks. Diversifying the types of property you buy is a terrific way to potentially reduce risk and maximize cash flow. 1. Residential property. Multifamily apartment is currently our favorite asset class. To… read more

What are the Potential Risks of DST Investments?

No investment is 100 percent risk-free, and DSTs are no different. We’ve witnessed hundreds of clients experience relief, elation, excitement, and a dramatically improved lifestyle after they’ve exchanged their traditional investments for TICs or DSTs, but they do so with full awareness of the attendant risks. We would be doing you a disservice if we… read more

What are the Potential Benefits of DST Investments

DST property has become increasingly popular among accredited 1031 exchange investors for its many benefits. Management Free Ownership: DST property eliminates the day-to-day hassles of property management, which allows free time to do the things that are more important to you. All the details of rent collection, leasing, maintenance, repairs and bookkeeping are handled by national… read more