Inside the $25B World of DSTs with Anthony Calderone of Inland Private Capital
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 […]
Smart Investments: Why Multifamily and Data Centers Make Sense
A Conversation with Matt Calabrese from Carter Funds This episode features Matt Calabrese from Carter Funds, a financial powerhouse with over $5 billion in assets under management (AUM). Carter Funds specializes in 1031 exchange DSTs, multifamily real estate, and data centers—each offering unique investment opportunities. Why Go Alternative? Unlike traditional stocks and bonds, alternative investments […]
Maximize Your Real Estate Portfolio with 1031 Insights
Finances can feel overwhelming, but we’re here to simplify the conversation with facts, a dash of wit, and a lot of expertise. This week, Herb Alston dives into the world of 1031 exchanges with expert James Callejas of IPX 1031 Exchange. If you’re a property owner or investor curious about deferring taxes while maximizing real […]
Unlocking Real Estate Wisdom with Erica Blue
On Herb Alston’s podcast, Erica Blue, Regional VP at Trilogy Real Estate Group, shared an inspiring perspective on the company’s focused and intentional approach to real estate investment and development. From her formative years in Orange County, California, to her current role in tackling multifamily housing challenges, Erica’s passion and expertise stands out. Guided by […]
Case Study: The Zero DST
A 1031 exchange is essentially a swap of one investment property for another. The advantage of using a 1031 exchange is that it allows you to defer capital gains on appreciated investment property. There are a number of factors to consider when doing a 1031 exchange, including potential tax implications for any debt on the […]
How to Qualify for a 1031 Exchange: A Simple Guide for Investors
Are you thinking about selling your investment property? If so, a 1031 exchange might be an excellent option! This effective tool, also known as a “like-kind exchange,” allows investment property owners to defer a variety of taxes by reinvesting their funds into another piece of property. Qualifying for this incredible wealth-building opportunity isn’t as difficult […]
Do You Need to Be an Accredited Investor to Complete a 1031 Exchange?
It’s no secret that some investment options are confusing. While doing your research, you may come across terms you’re not familiar with. For example, many real estate investments are open to “accredited investors” only. What does this mean, and how does it apply to 1031 exchanges? The following guide will tell you everything you need […]
A Beginner’s Guide to 1031 Exchanges
Be Very Careful Before Taking Cash Out of Your 1031 Exchange!
I was recently introduced to a wonderful couple by Ron, a Qualified Intermediary colleague who knew I would be able to help them with their 1031 exchange which was valued at approximately $3 million. Ron said, “Herb, you are going to love these folks. Their parent bought investment property years and ago and built up […]
1031 Exchanges are Complicated and Only for Big Investors
Can’t Find a Replacement Property for Your 1031 Exchange? Do Not Panic.
It is quite common. You get an offer on your investment property that is simply too good to pass up. You get it under contract with the intent of using a 1031 exchange to reinvest the proceeds from the sale and defer what would otherwise be a huge capital gains tax obligation. Because your property […]
How a Webinar Helped an Agent Sell a House That Was Sure to be Re-Rented
The DST helped once again to be a realtor’s deal saver. Sometimes we discover an immediate solution when we were least expecting it. I recently held a webinar for real estate agents where I discussed in detail the advantages of the 1031 ‘like-kind’ exchange structure for investment property owners considering a sale. Most realtors I […]