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 […]
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 […]