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