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DST Sponsors vs. DST Providers
The Delaware Statutory Trust or DST is a legal entity that was created under Delaware law in 1988. It was originally designed to provide a
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1031 Myths Debunked!
This Month’s Myth: “The 1031 Exchange is only for Institutional Investors” Another myth that was more common 10 or more years ago yet I still

The Role of the Agent for a Successful 1031 Exchange
A successful 1031 Exchange requires the successful completion of a transaction that involves investment property that must follow certain guidelines, as well as be completed

1031 Myths Debunked!
This Month’s Myth: “The 1031 exchange applies only to commercial property” This is one of the most common myths or misconceptions of Article 1031 of

It’s Not a Loophole
Websters defines “loophole” as a means of escape or evasion; a means or opportunity of evading a rule, law etc. There are a number of

There are 3 Identification Rules, Not Just One!
With all the social media influencers out there on Instagram, Twitter and now TikTok many are attempting to gain followers by sharing their take on

The Step-by-Step Planning Series for a Successful 1031 Exchange
Step One: Know Your Options The more exchanges I perform, the clearer I get that without a mapped-out plan before selling the property to be
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CONTACT US

James Bean
Vice President of Investment Sales
SVN - Rich Investment Real Estate Partners
"We are all about opening relationships, not just closing transactions."
- (805) 779-1031
- james.bean@svn.com
- CalDRE #01970580