Episode 36: The How, What, Where around Real Estate as an Investment. DSTs, REITs, 1031 Exchanges and More...

The Wealth on Purpose team is joined by Jason Rausch in discussing investing in Real Estate and the options available for your portfolio.

The team tackles everything from the tax advantages of real estate investments to creative ways to hold this asset class in your portfolio.  Jay shares his personal real life story.

Key Topics:

Real estate builds wealth, but managing it can eventually become a burden

Delaware Statutory Trusts give everyday investors access to institutional-grade real estate

1031 exchanges let investors defer capital gains by reinvesting in a like-kind asset

Individual tax situations determine whether a DST or outright sale makes more sense

DSTs can serve as a multi-generational legacy strategy through stepped-up basis at inheritance

Concentrated real estate risk can leave investors feeling like the property owns them

The 45-day identification window in a 1031 exchange creates pressure DSTs can help relieve

DSTs suit investors prioritizing passive income or simplification over liquidity and control

The great wealth transfer is making DSTs increasingly relevant for aging property owners

Qualified intermediaries guide the process, making DSTs more accessible than they sound

Connect with us: 

Jason Rausch, CFA, CFP®

Brian Diffily

Brian Hartmann, CFP®

Visit our website:

Granite Bridge Wealth