Welcome to another episode of The Financial Sandbox, where we clean up the chaos of finance with facts, fun, and a dash of sarcasm.
This week, we dive deep into the powerhouse behind thousands of 1031 Exchanges: Inland Private Capital. Herb sits down with Anthony Calderone, a senior executive at Inland, for a candid, info-packed conversation about how a group of Chicago schoolteachers turned their summer side hustle into one of the nation’s largest real estate investment firms.
What you’ll learn in this episode:
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How Inland helped pioneer the use of Delaware Statutory Trusts (DSTs) for 1031 Exchanges
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Why DSTs are a game-changer for accredited investors looking to go passive
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The risks, timelines, and tax advantages of DSTs
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Inland’s acquisition strategy and why they’re bullish on self-storage, senior living, and even manufactured housing
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How diversification and direct property management set Inland apart
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Plus, a fun personal side of Anthony—his comic book alter ego may surprise you!
Whether you’re an investor eyeing your next move or a financial advisor helping clients transition out of landlord life, this is a must-listen.
Learn more about 1031 Exchanges at: inlandprivatecapital.com
Connect with Herb: Herb Alston on LinkedIn
Don’t forget to like, share, and follow for more episodes exploring the real side of finance.
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Because investor situations and objectives vary this information is not intended to indicate that an investment is appropriate for or is being recommended to any individual investor.
This is for informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities.
This material is not to be interpreted as tax or legal advice. IRC Section 1031is a complex tax concept; therefore, you should consult your legal or tax professional regarding the specifics of your individual situation.
DST 1031 properties are only available to accredited investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last two years) and accredited entities.
There are material risks associated with investing in private placements, Delaware Statutory Trusts (“DSTs”) and real estate securities including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition, including the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and investors should read the PPM carefully before investing paying special attention to the risk section.
Risks associated with 1031 exchange- A 1031 exchange has an identification period of 45 days from the sale of the relinquished property to identify a potential replacement property or properties depending on the value of the previous property. To defer all capital gains tax, you must reinvest the entire net proceeds from the sale of the relinquished property into the replacement property and acquire debt on the new property that is equal to or greater than the debt on the property that was just sold and relinquished.
Securities offered through Concorde Investment Services, LLC (CIS) Member FINRA/SIPC. Advisory Services offered through Concorde Asset Management (CAM), an SEC registered investment advisor. Insurance products offered through Concorde Insurance Agency, (CIA). Thornwood Financial is independent of CIS, CAM and CIA.
